Challenging the Conventional Wisdom in Portfolio Management By John H Robinson, Financial Planner (June 2025) Automated periodic portfolio rebalancing is widely considered a best practice among … [Read more...] about Does Automated Periodic Portfolio Rebalancing Add Value?
Hawaii’s Weak Liability Protection Laws and the Benefits of Tenancy by the Entirety and Liability Insurance
Hawaii’s Weak Liability Protection Laws and the Benefits of Tenancy by the Entirety and Liability Insurance
By J.R. Robinson, Financial Planner (May 2025) Hawaii’s liability protection laws, particularly regarding minimum insurance requirements and asset protection, are relatively weak compared to many … [Read more...] about Hawaii’s Weak Liability Protection Laws and the Benefits of Tenancy by the Entirety and Liability Insurance
Scenarios in which it may make sense to shift self-employment income from one spouse to another to optimize social security benefits and/or avoid social security tax
Scenarios in which it may make sense to shift self-employment income from one spouse to another to optimize social security benefits and/or avoid social security tax
By John H. Robinson, Financial Planner (May 2025) Shifting self-employment income between spouses can optimize Social Security benefits and reduce tax liabilities in a narrow set of specific … [Read more...] about Scenarios in which it may make sense to shift self-employment income from one spouse to another to optimize social security benefits and/or avoid social security tax
Caution: Renting Part of Your Home May Jeopardize Your Capital Gains Tax Exclusion
Caution: Renting Part of Your Home May Jeopardize Your Capital Gains Tax Exclusion
By John H. Robinson, Financial Planner (May 2025) Many homeowners are drawn to the idea of renting out a portion of their primary residence to generate extra income. While this can be a smart way … [Read more...] about Caution: Renting Part of Your Home May Jeopardize Your Capital Gains Tax Exclusion
Challenging the Merits of Tax Loss Harvesting
Challenging the Merits of Tax Loss Harvesting
John H. Robinson, Financial Planner (May 2025) Tax loss harvesting (TLH)-the practice of selling depreciated assets to offset capital gains and reduce tax liability-is widely promoted as a … [Read more...] about Challenging the Merits of Tax Loss Harvesting
