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Portfolio Management & Investing

FEE-ONLY PLANNING BLOG

Portfolio Management & Investing

HYSA vs. Brokerage Account: Which is Better for You?

Sep 28 2025

HYSA vs. Brokerage Account: Which is Better for You?

HYSA_vs_brokerage_account

By J.R. Robinson, Financial Planner (September 2025)Checking and savings accounts at local banks, along with bank deposit sweep accounts at most brokerage firms, pay little or no interest—often just … [Read more...] about HYSA vs. Brokerage Account: Which is Better for You?

Written by J.R. Robinson, Financial Planner · Categorized: Portfolio Management & Investing

Stop the Nonsense – The Evidence in Favor of Index Fund Investing is Overwhelming.

Sep 28 2025

Stop the Nonsense – The Evidence in Favor of Index Fund Investing is Overwhelming.

evidence_for_index_funds

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.

Written by J.R. Robinson, Financial Planner · Categorized: Portfolio Management & Investing

Does Automated Periodic Portfolio Rebalancing Add Value?

Jun 16 2025

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?

Written by J.R. Robinson, Financial Planner · Categorized: Portfolio Management & Investing · Tagged: Financial Planning, investing

Bitcoin Curious?

Dec 03 2024

Bitcoin Curious?

The author explains two roles he believes Bitcoin may play in consumer portfolios. I know there is still a large segment of the population that is aware that the price of Bitcoin and Ethereum have … [Read more...] about Bitcoin Curious?

Written by J.R. Robinson, Financial Planner · Categorized: Portfolio Management & Investing

Mint vs eMoney

May 21 2024

Mint vs eMoney

By J.R. Robinson, Financial Planner (May 2024) Millions of consumers who have been disenfranchised by the closure of popular personal finance app Mint.com may do well to consider migrating to … [Read more...] about Mint vs eMoney

Written by J.R. Robinson, Financial Planner · Categorized: Budgeting, Financial Planning, Fintech, In the News, PERSONAL FINANCE, Portfolio Management & Investing, Retirement Planning, Retirement Saving, Retirement Spending · Tagged: Budgeting, Credit Karma, Mint.com, Personal Capital, Personal Finance, Reddit, Retirement, Retiremetn Apps, Software

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  • HYSA vs. Brokerage Account: Which is Better for You?
  • Stop the Nonsense – The Evidence in Favor of Index Fund Investing is Overwhelming.
  • Does Automated Periodic Portfolio Rebalancing Add Value?

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Recent Posts

  • Feathers are Ruffled and Fur is Flying in Financial Planning’s Research Community!
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  • HYSA vs. Brokerage Account: Which is Better for You?

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Fee Only Planning Hawaii’s SEC Form 2A and 2B Disclosures and Privacy Policy

 

 

© 2005–2025 | Financial Planning Hawaii | Fee-Only Planning Hawaii is a business division of Financial Planning Hawaii, Inc., a state of Hawaii Registered Investment Adviser (CRD#153930). John H. Robinson is the sole owner and founder of Financial Planning Hawaii, Inc. Both John H. Robinson and Sue Gabor also maintain separate broker-dealer and investment advisory relationships with J.W. Cole Financial, a FINRA member broker-dealer, and J.W. Cole Advisors, an SEC-Registered Investment Adviser. Financial Planning Hawaii and J.W.Cole Financial/Advisors are unaffiliated entities. Services provided under Financial Planning Hawaii’s fee-only planning agreement are entirely separate from the financial planning and wealth management services provided under their unaffiliated registered representative and investment adviser representative relationships with J.W. Cole. Fee-only planning clients will NOT be solicited to establish investment accounts through J.W. Cole Financial or J.W. Cole Advisors. Clients who sign Financial Planning Hawaii’s fee-only planning agreement should understand that ongoing portfolio management is NOT part of the agreement.

Both John H. Robinson and Sue Gabor maintain state of Hawaii insurance producer licenses. However, while insurance risk management is included in the financial planning review process, no specific insurance products will be recommended or solicited as per the terms of the fee-only planning agreement.

All prospective clients are encouraged to review John H. Robinson’s and Sue Gabor’s professional and regulatory disclosure histories on the Securities Exchange Commission Investment Adviser Public Disclosure website (SEC IAPD) at https://adviserinfo.sec.gov/
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