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Portfolio Management & Investing

FEE-ONLY PLANNING BLOG

Portfolio Management & Investing

Everything is Coming Up Roses (Why I have rarely felt this confident investing)

Oct 04 2022

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)

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

3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE

Jun 28 2022

3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE

3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE By John Robinson, May 2022 Where NOT to Put Cash Now that interest rates have begun rising, some consumers are asking if it is a good … [Read more...] about 3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE

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

3 PLACES TO PARK CASH AND 3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE

May 23 2022

3 PLACES TO PARK CASH AND 3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE

By John Robinson, May 2022 Where to Put Cash Now For the past few years, I have been imploring clients to eliminate bond mutual funds and ETFs to protect their "safe" assets in anticipation of … [Read more...] about 3 PLACES TO PARK CASH AND 3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE

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

Are Series I Savings Bonds Still Worth Buying?

May 23 2022

Are Series I Savings Bonds Still Worth Buying?

By John H. Robinson, May 5, 2022 Consumers who purchased U.S. Treasury-issued Series I savings bonds prior to the end of April 2022 locked in 7.12% over the first six months and incredible 9.6% for … [Read more...] about Are Series I Savings Bonds Still Worth Buying?

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

Now Is A Good Time to Buy Series I Savings Bonds!

Apr 18 2022

Now Is A Good Time to Buy Series I Savings Bonds!

By John H. Robinson, April 18, 2022 Over the past couple of weeks, a number of clients have asked me about whether they should take advantage of the recent jump in the interest rate paid on Savings … [Read more...] about Now Is A Good Time to Buy Series I Savings Bonds!

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

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  • 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
  • Caution: Renting Part of Your Home May Jeopardize Your Capital Gains Tax Exclusion
  • Challenging the Merits of Tax Loss Harvesting
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Recent Posts

  • 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
  • Caution: Renting Part of Your Home May Jeopardize Your Capital Gains Tax Exclusion

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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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