Ohana Wealth Management

06/05/2026

Many families avoid financial conversations until they’re forced by circumstance.

Communicating before it’s urgent can prevent unnecessary stress, build confidence and understanding, and make future transitions smoother for everyone involved. For more information, read our latest blog at www.ohanawealthmanagement.net/blog

06/05/2026

No team wins with just one superstar, and no portfolio should bet on just one market. With the World Cup as a backdrop, the Cetera Investment Team explains why portfolios with global exposure are better equipped to adapt, adjust, and stay competitive no matter how the game changes.

The 2026 FIFA World Cup features a record 48 teams from six continents, with matches held across the United States, Canada, and Mexico. Billions of viewers…

06/03/2026

As retirement approaches, it’s natural to focus on the financial transition ahead, shifting from saving to spending, planning income, and thinking about longevity. But retirement often brings other changes in family roles, expectations...

As retirement approaches, it’s natural to focus on the financial transition ahead, shifting from saving to spending, planning income, and thinking about longevity. But retirement often brings other changes in family roles, expectations, and responsibilities...

06/02/2026

Pride Month is a time to celebrate identity, community, and the freedom to live authentically.

There's no single way to show support. For some, it means attending events or celebrating loudly. For others, it's learning, listening, supporting organizations, or creating spaces where people feel welcome every day.

However you choose to show up, Pride is about belonging — this month and always.

06/02/2026

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

U.S. stocks extended gains in May, with the S&P 500 ending the month with seven straight daily gains and its ninth consecutive weekly gain, its longest winning…

06/02/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks in .

“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...

05/29/2026

Wealth alone doesn’t ensure continuity.

Families focused on education and structure are better prepared for long-term stewardship. Read our latest blog to learn more, at www.ohanawealthmanagement.net/blog

05/27/2026

A meaningful, financially informed legacy doesn’t happen by accident. While your estate documents drive the transfer of assets, continuity depends on something more: education, structure, and shared understanding. Here are a few ways you...

A meaningful, financially informed legacy doesn’t happen by accident. While your estate documents drive the transfer of assets, continuity depends on something more: education, structure, and shared understanding. Here are a few ways you can begin building a financially...

05/26/2026

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke says markets may take cues from headlines, not data, in .

“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...