
Inheriting Money – What to do When Faced With Sudden Wealth
Unfortunately, someone in your family recently passed away. And although you’re saddened by the loss of the family member, you’re coming into some inheritance money that you hadn’t planned on.

How to Have “The Talk” With Your Aging Parents
It is inevitable we will all need help at some point in our life. If you have aging parents, when do you sit down with them for “the talk”?

Women and Money: An Evolved Approach
Studies show women are historically better at handling money than men. They’re generally more patient and tend to value professional advice more than their male counterparts.


July Market Commentary: Are We Headed Towards (Or In) A Recession?
Are we heading towards a recession? Are we in one? Here is what the data show.

June Market Commentary: Lions and Tigers and Bears, Oh My
Here are the data on recent market activity and an outlook on where we may be headed as we begin the summer season.

How to Get a Higher Close Rate in a Red-Hot Real Estate Market
Here’s how to get a higher close rate on a house when the market is red hot.

We’re Featured in Entrepreneur Magazine!
We made the list of Entrepreneur Magazine’s Top 10 Finance Entrepreneurs to Watch in 2022!

A Quick Note on the Invasion of Ukraine
A quick note on the recent invasion of Ukraine and the current state of the market.

February Stock Market and Real Estate Recap and March Outlook
The stock and real estate markets were a little bouncy in February thanks to new economic data and geopolitical actions by Russia.

How to Plan for Retirement with Equity Compensation
Equity compensation like restricted stock, phantom stock and others are gaining popularity in large corporations. These businesses help incentivize their employees by providing them with an additional, tax advantaged way to save for retirement.

The Market is Volatile - What Do I Do?!
Ahh! The market is volatile - What do I do!?
Be like Buffett: - Stay the course.

From the Daily Struggle to Signing a Lease – Aloha’s Journey to Office Space
We got an office space! Thankfully we were able to work through the pandemic and came out stronger than we thought possible.

The Newest Member to the Aloha Ohana – Welcome Justin!
We’d like to take this opportunity to officially welcome the newest member to the Aloha Wealth Partners Ohana, Justin Johnson!

December’s Stock Market and Real Estate Market Commentary with January’s Outlook
What happened in December in the stock market and real estate markets? Here we talk about the data and give insight to what may happen in January.

The Great and Powerful Fed Has Spoken – Say Hi to Interest Rate Hikes
The Federal Reserve and Chairman Powell have said they’re going to raise interest rates in 2022, 2023 and 2024. Here’s what that means for investors.

Increases in IRS Tax Deductions and Exemptions for 2022
What has changed in the IRS tax code for deductions and exemptions for 2022? Here are some things you may want to know.

November Stock and Real Estate Market Commentary
What happened in the markets during November? Here are our thoughts on the equity, bond and real estate markets.

Pro-Tip: Invest Without Emotion
What a roller coaster of a market this past week. Want a pro-tip? Take your emotions out of investing.

October Market Review and November Outlook:
Historically, October is a volatile month for the equity markets, but we saw surprising performance across all sectors. In fact, some of the large indices are up over 20%, YTD.
But the “Great Resignation”, the supply chain and stronger inflation data are just a few things that investors should take into consideration as we move into the next phase of this economic cycle.