There were some tense moments in our recent employee compensation negotiations as our Marketing Director was holding out for a puppy. The Executive Committee held firm, and we ultimately arrived at a compromise.

March - April- May 2023

Announcements, colorful commentary, and useful financial planning tidbits from John H. Robinson

Apropos of Nothing

Curious, sometimes humorous snippets of daily life that may or may not have anything to do with financial planning.

The two short videos below have precious little to do with financial planning but serve as sterling examples of how our success, failure, and even our very existence can be determined in a fraction of a second by a lucky (or unlucky) bounce.

Securities offered through J.W. Cole Financial, Inc. (JWC) member FINRA/SIPC. Advisory services offered through Financial Planning Hawaii and J.W. Cole Advisors, Inc. (JWCA). Financial Planning Hawaii and JWC/JWCA are unaffiliated entities.

Fee-only financial planning services are provided through Financial Planning Hawaii, Inc, a separate Registered Investment Advisory firm. Financial Planning Hawaii does not take custody of client assets nor do its advisers take discretionary authority over client accounts.

The information contained herein is general in nature. Neither Financial Planning Hawaii nor J.W. Cole provides client-specific tax or legal advice. All readers should consult with their tax and/or legal advisors for such guidance in advance of making investment or financial planning decisions with tax or legal implications.

All FPH clients are encouraged to review the following plain English disclosure documents:
JWC Advisors Form CRS (Customer Relationship Summary)
J.W. Cole Advisors SEC Form ADV Part 2A
J.W.Cole Advisors, Inc. SEC Form ADV Part 2B - John H. Robinson (3/1/2022)
Financial Planning DBA Fee-Only Planning Hawaii SEC Form ADV 2A & 2B (Feb 2022)