Ohana Wealth Management

You know the importance of saving for retirement. But what is the best way to do it? Is it just a matter of hoarding money in a separate savings account? Or should you rely on a workplace or state pension plan?...

Roadmap to Retirement: Tax & Investment Strategies You know the importance of saving for retirement. But what is the best way to do it? Is it just a matter of hoarding money in a separate savings account? Or should you rely on a workplace or state pension plan? We’ve compiled six powerful strategies you can leverage to help...

The market is as unpredictable as the weather. We’re here to help you prepare.

Forecast This short video helps explain why markets can be as unpredictable as the weather.

Read the latest issue of Retire Wise here: https://bit.ly/retirewise2-sept24

It is almost assured that the will cut interest rates at their next meeting later this month. Join CIO Gene Goldman, CFA, on this week’s episode of as he explains how the upcoming CPI report may help determine to what extent the Fed cuts rates.

The Week Ahead | Cetera “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...

Do you value a wider range of investment options, fewer overheads, and more flexibility in your retirement plan? An IRA might suit you. For more information, read our latest blog at www.ohanawealthmanagement.net/blog



Before deciding whether to retain assets in a 401(k) or roll over to an IRA, an investor should consider various factors including, but not limited to, investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. Please view the Investor Alerts section of the FINRA website for additional information.

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

Monthly Market Insights | September 2024 Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

Most people have at least heard of two prevalent types of retirement plans: the 401(k) and the IRA. Deciding which is appropriate for you, however, is another story. Having a basic understanding of these two types of retirement accounts...

401(k) vs. IRA: What You Should Know Most people have at least heard of two prevalent types of retirement plans: the 401(k) and the IRA. Deciding which is appropriate for you, however, is another story. Having a basic understanding of these two types of retirement accounts, along with their potential advantages...

This Monthly Recap summarizes market performance, major events and news from August 2024. Read more here:

August 2024 Recap The S&P 500 ended a roller-coaster month with a 2.43% gain, almost entirely recouping an 8.5% July 16 through August 5 pullback. The large cap benchmark index closed August just 0.33% below its most recent all-time high, posting its fourth straight monthly gain, its longest stretch of gains since Ma...

Why are they made again and again? This piece helps make sense of these errors in judgement.

Navigating Retirement Pitfalls Why are they made again and again? Making sense of these errors in judgement.

While equity markets have had a great year so far, volatility is beginning to pick up. Join CIO Gene Goldman, CFA, on this week’s episode of as he lays out three reasons volatility could increase, including Friday’s potentially strong Payroll report.

The Week Ahead | Cetera “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...

Happy Labor Day! 🛠️

Today, we take a moment to recognize and appreciate the hard work of individuals across the nation.

Whether you're relaxing at home or enjoying a well-deserved day off, I hope you're able to recharge and enjoy this special day.

To the builders, creators, and doers: Happy Labor Day!

Find your wealth transfer strategy. Trusts and gifting are great options, but what about Roth IRAs, annuities, or insurance policies? Read our latest blog to learn more at www.ohanawealthmanagement.net/blog



For a comprehensive review of your personal situation, always consult your legal advisor. Neither Cetera Advisor Networks LLC, nor any of its representatives may give legal advice.

Approaching the 60th U.S. presidential election, cuts through the fog of polarization to offer independent market and economic research. The team's latest commentary discusses expectations during this election and the next administration. Read more:

Trump vs. Harris: Navigating the 2024 Presidential Election The latest themed commentary from Cetera Investment Management cuts through the fog of partisanship to focus on what matters as investors navigate the 2024 presidential election. The team provides analysis of key economic policy items for the next administration, reviews past election cycles for ins...

Can group and private disability policies work together?

Can Group, Private Disability Policies Work Together? Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Estate planning, or legacy planning, can play a critical role in your ability to save for and shape your family’s financial future. While most people think of estate planning as something to be addressed later in life, in truth, estate...

Planning Your Legacy & Your Family’s Financial Future Estate planning, or legacy planning, can play a critical role in your ability to save for and shape your family’s financial future. While most people think of estate planning as something to be addressed later in life, in truth, estate planning is important at any life stage...

The is shifting from raising rates to cutting them. Join CIO Gene Goldman, CFA, on this week’s episode of as he explains how this week’s key inflation report should help the decide how much they’ll cut.

The Week Ahead | Cetera “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...

Are you worried about outliving your retirement savings? You are not alone.

Just a moment...

Most people view retirement as a new stage of life, which, for most people, is only partly true. Your retirement years might actually look like three distinct stages, instead of one. These stages are largely dependent on your health and...

Retirement Savings in Three Phases of Retirement Most people view retirement as a new stage of life, which, for most people, is only partly true. Your retirement years might actually look like three distinct stages, instead of one. These stages are largely dependent on your health and independence...

Spending in retirement isn’t static. It’s U-shaped, with more spending at the start and end. Your financial strategy can reflect this. Read our latest blog for more information at www.ohanawealthmanagement.net/blog

The ’s next moves are in focus. Join CIO Gene Goldman, CFA, on this week’s episode of as he discusses what we can expect to learn from the Fed’s meeting minutes and Chair Powell’s upcoming Jackson Hole speech, and the potential impact on future rate decisions.

The Week Ahead | Cetera “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...

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Just a moment...

Read the August issue of Financial Watch here: https://bit.ly/financialwatch-aug24

Required minimum distribution (RMD) is the minimum amount you must withdraw from a retirement account to satisfy federal tax rules. To learn more, read our latest blog at www.ohanawealthmanagement.net/blog



Distributions from traditional IRAs and employer sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59 ½, may be subject to an additional 10% IRS tax penalty.

Read the latest issue of Retire Wise here: https://bit.ly/retirewise2-aug24

The journey to and throughout retirement requires planning and strategy. Here are six powerful tax and investment strategies you can leverage to help you save and pursue your goals for retirement...

6 Smart Strategies to Boost Your Retirement Savings

Pay off debt or invest the money? Things to consider before you commit to either option.

Should I Pay Off Debt or Invest? This calculator will help determine whether you should invest funds or pay down debt.

Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates

Monthly Market Insights | August 2024 Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates.