A Little-Known EUTF Benefit Could Save Retirees and Their Spouses Thousands Each Year
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Lower income tax rates may make net unrealized appreciation less appealing than in generations past, but it is still worth keeping in mind.
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This article explains how we manage fixed income portfolios very differently from other financial planners and investment advisers.
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Where to shop for yield, dynamic laddering, how NOT to invest in bonds, painful mortgage math
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A deep-dive reivew of Hawaii's 529 Plan finds much to like, but...
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19 timely articles. Topics include Polymarkets, Rent better than Owning?, SS at 62?, the Debasement Trade and more.
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This op-ed piece articulates how Hawaii's efforts to expand retirement plan access to employees may have the opposite effect.
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Hawaii is not known for being a tax- or business-friendly state, but it does have a handful of remarkably progressive rules.
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What Morningstar's Acquisition of CRSP means for Vanguard Funds and ETFs that Track CRSP Indexes.
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The Myth of the supremacy of active portfoliio management is alive and well in 2026.
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In this December 2024 post, the author explains the roles bitcoin may play in consumer portfolios.
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A strategy for defusing an inherited IRA tax bomb.
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