A couple of weeks ago, a reporter for U.S. News & World Report contacted me for comment on Utility stocks in the current investment environment. Although the subsequent article he wrote was … [Read more...] about 8 Best Utility Stocks for Rising Dividends
Blog
SVB’s Failure Highlights Bankings’ Dirty Secret in Corporate Cash Management – Quid Pro Quo Lending and Vast Uninsured Deposits
This week, we sent two email messages to Fee-Only Planning Hawaii and Financial Planning Hawaii clients to proactively assuage concerns over the banking crisis in the wake of the Silicon Valley Bank … [Read more...] about SVB’s Failure Highlights Bankings’ Dirty Secret in Corporate Cash Management – Quid Pro Quo Lending and Vast Uninsured Deposits
Everything is Coming Up Roses (Why I have rarely felt this confident investing)
Inflation is roaring, mortgage rates are soaring, the real estate market and both the stock and bond markets stock are all tumbling - and I have rarely felt more confident in guiding client retirement … [Read more...] about Everything is Coming Up Roses (Why I have rarely felt this confident investing)
Estate Planning is So Much More Than Drafting Documents
By John H. Robinson, September 2022 Every year, I write at least an article or two aimed at dispelling the myths that estate planning exists solely in the realm of attorneys and that the estate … [Read more...] about Estate Planning is So Much More Than Drafting Documents
JR Featured on WIMPLE
J.R. featured on WIMPLE (May 2022) Wimple (Wealth Made Simple) is a San Diego-based fintech startup that is building a nationwide matchmaking platform for consumers and financial professionals. … [Read more...] about JR Featured on WIMPLE
