Ohana Wealth Management

10/09/2026

Take an inside look into Simplified Employee Pension plans.

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

10/09/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/08/2026

Building guardrails around your giving can help provide the flexibility to live generously without derailing your retirement goals. For more information, read my latest blog at www.ohanawealthmanagement.net/blog

10/07/2026

Somewhere in your 50s and 60s, the financial picture tends to get more crowded. Income may be at its peak, but so are the calls on it. There are many things that may be competing for your financial resources: an adult child navigating...

Somewhere in your 50s and 60s, the financial picture tends to get more crowded. Income may be at its peak, but so are the calls on it. There are many things that may be competing for your financial resources: an adult child navigating a tight job market, aging parents who need...

10/05/2026

Yields have surged to multi-decade highs, raising questions about inflation, interest rates, and what's next for investors. Join CIO Gene Goldman on this week's episode of as he unpacks what's driving the move in bond yields, why higher rates aren't all bad news, and the key catalysts that could bring relief in the weeks ahead.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

10/05/2026

National Disability Employment Awareness Month is a time to recognize the valuable contributions of employees with disabilities and reaffirm our commitment to building inclusive workplaces where everyone has the opportunity to succeed. By fostering accessibility, embracing diverse perspectives, and creating equitable opportunities, we strengthen our teams, organizations, and communities.

10/02/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

10/01/2026

This Quarterly Recap summarizes market performance, major events and news from Q3 2026. Read more here:

Markets carried their momentum into the third quarter, with the S&P 500 finishing near record highs. However, the Dow Jones Industrial Average ended 5.1% below…

09/30/2026

A plan built for one stage of life rarely fits the next without adjustment.

As wealth grows, it often becomes more complex. Business interests, real estate, and multi-generational priorities start to overlap. That changes how decisions need to be made.

Instead of relying on precision or predictions, many durable strategies are built around flexibility. The ability to adapt without starting over is often what helps wealth continue to support the same level of opportunity over time.

Read my latest blog to learn more, at www.ohanawealthmanagement.net/blog

09/29/2026

At a certain point, the conversation around wealth begins to evolve. Growth is still part of the equation, but it is no longer the only objective. The focus becomes more nuanced. It shifts toward sustaining what you have built...

At a certain point, the conversation around wealth begins to evolve. Growth is still part of the equation, but it is no longer the only objective. The focus becomes more nuanced. It shifts toward sustaining what you have built, maintaining flexibility, and ensuring your...