By J.R. Robinson, Financial Planner (June 2025)Contrary to the talking heads on CNBC, no one can predict the stock market. The oddsof your actively managed sector ETF or you or your day trading buddy … [Read more...] about Stop the Nonsense – The Evidence in Favor of Index Fund Investing is Overwhelming.
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Does Automated Periodic Portfolio Rebalancing Add Value?
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
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
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
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
