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?
Financial Planning
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
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
Why I Always Say “Friends Should Not Let Friends Buy Bond Funds”
Why I Always Say “Friends Should Not Let Friends Buy Bond Funds”
By J.R. Robinson, Financial Planner (April 2025) Several years ago, I wrote an article for the FPH newsletter titled, “Friends Don’t Let Friends Buy Bond Funds.” That refrain has become an … [Read more...] about Why I Always Say “Friends Should Not Let Friends Buy Bond Funds”
How Should Consumers Pay for Financial Advice?
How Should Consumers Pay for Financial Advice?
Understanding Jargon, Conflicts of Interest, and Ethical Constructs in Financial Advice Pricing Models By John H. Robinson, Financial Planner (April 26, 2025) The business of financial … [Read more...] about How Should Consumers Pay for Financial Advice?
