In meetings with clients in Hawaii and on the road lately, I’ve heard many of the same, good questions. Here are the three most frequent. What are your views of the new coronavirus emergency? First, we profess no expertise on the Wuhan coronavirus (now called COVID-19) and won’t pretend to know for sure what ...
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With yields so low today, it makes sense to invest less in bonds, but not to abandon them altogether.
One could be forgiven for asking whether it makes sense to invest in bonds today. Historically low interest rates may appear even lower for ... 
Looking at the 10-year bond yields going back to the 1950’s, two secular cycles are clearly visible in the data. One shows a steady decline in yields from 1981 to approximately 2010. The other cycle denotes a secular upward trend in yields ...
Does your financial planner dare utter the “R...
Does your financial adviser explain the risks associated with each product they sell you?
Or do they ...
So, what’s it gonna take to get you into a ...
It’s difficult to imagine ever hearing something
like that from your physician. But that, in a nutshell, is the difference
between a salesperson and an ...
We Don’t Think Like Typical Advisers
Take a moment and think about how you typically drive down a road. The majority of time you look ahead, constantly assessing factors ...
It All Started With A Man Who Wanted To Do The ... Harlan J. Cadinha spent the first 11 years of his career at a large brokerage firm. There, he witnessed the inherent conflict between what the ...
Trump Portfolios We believe that the election of Donald Trump marks a policy inflection point. Even if tax rates and the regulatory burden do not decline by ...
How High Is Too High? By almost any tested valuation method the stock market's current level seems rich. We are, however, in a first of a kind central bank accommodation ...
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