Ohana Wealth Management

10/16/2026

Connecting everyday decisions can help you stay on track and spend intentionally. Learn the difference between spending intentionally and spending reflexively. Read my latest blog for more information, at www.ohanawealthmanagement.net/blog

10/16/2026

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

10/15/2026

It's - it's a great time to look at your credit score and see if you're on track with your financial goals, as well as review your credit history to ensure there are no errors. https://finmasters.com/improve-credit-score/

10/14/2026

Read the latest issue of Retire Wise here:

October marks Cybersecurity Awareness Month, and for retirees and near-retirees, that awareness matters more than most people realize. Scammers increasingly…

10/14/2026

Most people don't blow up their financial goals with one bad decision. It happens smaller than that — an upgrade you didn't need, dinner out because the week was long, a purchase that felt great for about a day...

Most people don't blow up their financial goals with one bad decision. It happens smaller than that — an upgrade you didn't need, dinner out because the week was long, a purchase that felt great for about a day. While none of these choices are irrational by themselves...

10/12/2026

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expected to tell two different stories: higher headline inflation driven by rising energy prices, but potentially softer core inflation beneath the surface.
Join CIO Gene Goldman on this week's episode of as he breaks down what the latest inflation data could mean for Fed policy, interest rates, and the path forward for markets.

“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...

10/09/2026

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...