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Must Read
John Robinson | Sep 2, 2026

Must Reads

Comprehensive Financial Planning
19 timely articles. Topics include Polymarkets, Rent better than Owning?, SS at 62?, the Debasement Trade and more.
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Hawaii Retirement Plan Aloha Shirt Rubber Slippers
John Robinson | Sep 1, 2026

Hawaii Adds Another Small Business Owner Mandate

Retirement Planning
IRAs & Retirement Accounts
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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Neon sign Extra Aloha Served Daily
John Robinson | Sep 1, 2026

Five Surprisingly Progressive Rules Hawaii Residents Should Know

Estate Planning
Insurance & Annuities
Tax Planning
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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CRSP Center for Research in Securities Pricing
John Robinson | Aug 31, 2026

Vanguard’s New Morningstar ETFs – Is CRSP Toast?

What Morningstar's Acquisition of CRSP means for Vanguard Funds and ETFs that Track CRSP Indexes.
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Image showing passive managment is more profitable than active
John Robinson | Aug 31, 2026

The Myth of Active Management

Index Funds
Mutual Funds
ETFs
The Myth of the supremacy of active portfoliio management is alive and well in 2026.
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John Robinson | Jun 12, 2026

Tax Rate Arbitrage

Roth Conversion
Roth IRA
Tax Planning
A strategy for defusing an inherited IRA tax bomb.
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John Robinson | Jun 7, 2026

Do you wish you had a better understanding of AI?

Artificial Intelligence
Acquired Podcast
Everything I have learned about modernity, I gleaned from Acquired. The Nvidia and Google episodes will enhance your knowedge base too.
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John Robinson | Jun 7, 2026

Is the Bitcoin Ride Finally Ending? Yeah, Maybe.

Cryptocurrency
Bitcoin
Gold
The author makes the case for a 6th Extinction event for Bitcoin and Cryptocurrency.
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John Robinson | Jun 4, 2026

How Robinhood Democratized Trading by Stealing from the Poor and Giving to the Rich

Stock Market
Portfolio Management
Day Trading
Learn how Robinhood is fully incentivized to encourage account holders to trade their brains out and borrow money to do it.
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John Robinson | May 30, 2026

The Definitive 5-Step Guide to Choosing a Financial Planner

Financial Planning
Comrehensive planning entails opening up your entire financial life to a planner you barely know. Do your homeowrk before choosing one.
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John Robinson | Apr 30, 2026

Trump Account vs. 529 Plans - Which is better?... It Depends

Education Planning
Retirement Planning
Trump account
529 Plan
The new American Dream account (a.k.a. Trump account) offers some intriguing planning opportunities.
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Out with the Old, In with the New: Tax return prep ideas and new rules for 2026
John Robinson | Jan 2, 2026

Out with the Old, In with the New: Tax return prep ideas and new rules for 2026

In The News
2026 Beginning-Year Tax Planning Ideas
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677 Ala Moana Boulevard, Suite 605
Honolulu, HI 96813

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