The Significance of Portfolio Rebalancing

In the world of investing, where market fluctuations are the norm, maintaining a correctly balanced investment portfolio is paramount. While selecting the right mix of assets is crucial, equally important is the practice of portfolio rebalancing. Rebalancing involves periodically adjusting the portfolio’s asset allocation to align with the investor’s original intentions. Unfortunately, the importance of […]

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Graph of data that shows growth of small cap vs large cap

Investment portfolios, why the academics matter

The Fama-French Three-Factor Model, devised by esteemed economists Eugene Fama and Kenneth French in 1992, revolutionized the understanding of asset pricing and portfolio management. This model extends beyond the traditional Capital Asset Pricing Model (CAPM) by incorporating additional factors that better capture the intricacies of stock returns. Let’s delve into a comprehensive breakdown of this

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Investments: Diversified through academic research

Our investment philosophy is rooted in rigorous academic research and Nobel Prize-winning insights, particularly the Efficient Market Hypothesis. This hypothesis, championed by renowned economists, including Eugene Fama, posits that the future movement of market prices is inherently unpredictable, driven by unknowable and random events. Our financial advisor office in Honolulu can help you get insight

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Manage Risk in Retirement.

  To set yourself up for success in retirement, it’s crucial to understand and address some of the major risks to your retirement portfolio. Inflation Risk: Inflation poses a significant threat to your retirement savings. Over time, the purchasing power of the dollar decreases, leading to higher costs. Many people underestimate the impact of inflation

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Panic; Panic!

Panic; Panic One of the primary challenges that investors face today is the uncertainty and volatility in the financial markets. Although the market initially showed upward momentum in the earlier stages of the year, fears about inflation and other factors have left the year’s gains uncertain. Market turbulence is characterized by rapid and unpredictable fluctuations

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Annuities can be confusing for the investor and there are lots of different types available and the features and crediting rates within the annuities change constantly. There is always lots of talk about annuities within the space of financial planning and lots of disagreement on how and when an annuity is worth it. In this

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Investing decisions

Investing decisions   Moving to a sunny climate doesn’t mean you’ll get perfect weather all the time. Similarly, investing in stocks doesn’t guarantee you’ll make money every day. But over time, both sun and investing tend to pay off if location and setup is right So, if you’re patient and disciplined, investing is a great

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