Ohana Wealth Management

09/03/2026

As retirement gets closer, decisions start to feel more important and sometimes harder to make.

Not because you’re unprepared… but because timing, trade-offs, and uncertainty all come into play at once.

That’s usually a sign it’s time to step back, simplify, and make sure everything is aligned. For more information, read my latest blog at www.ohanawealthmanagement.net/blog

09/02/2026

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

U.S. stocks returned to gains in August after the S&P 500 and Nasdaq Composite both ended negative the prior two months while the Dow Industrials capped a…

09/02/2026

As retirement gets closer, the focus naturally begins to shift. For years it’s been looking at how much you’ve saved, but now the focus needs to be on how that money will support you over time. That’s where many of the most important...

As retirement gets closer, the focus naturally begins to shift. For years it’s been looking at how much you’ve saved, but now the focus needs to be on how that money will support you over time. That’s where many of the most important decisions come into play...

08/31/2026

What will this week's economic data mean for rate hike odds?
Join Chief Market Strategist Brian Klimke on this week's episode of as he breaks down key reports on manufacturing, services, employment, and Friday's closely watched jobs report. With the Fed meeting just two weeks away, markets will be looking to see whether the data strengthens or weakens the case for another hike.

“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...

08/28/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

08/27/2026

Strong portfolios don’t fail all at once. They erode gradually.

Inflation reduces what your wealth can buy. Taxes compound in the background. Concentrated positions introduce risk that only shows up when conditions change.

Individually, these are manageable. Together, they can materially reshape long-term outcomes. Taking a step back to evaluate how these forces interact across your full balance sheet can reveal risks that performance alone will never show.

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

08/26/2026

Today, on National Women’s Equality Day, we recognize the historic significance of the 19th Amendment and the progress it represented in expanding voting rights for women in the United States.

As a team, we believe that stronger communities, workplaces, and businesses are built when every voice has the opportunity to be heard and valued. While we celebrate this milestone, we also acknowledge the ongoing work of creating greater equity, opportunity, and inclusion for all.

We are grateful for the women who have led, advocated, inspired, and paved the way for future generations. Their impact continues to shape our communities and our future.

08/25/2026

Wealth is often measured in balances, but long-term success is defined by what those assets can actually support. Over time, several forces can reshape that outcome. At higher levels of wealth, these factors tend to overlap...

Wealth is often measured in balances, but long-term success is defined by what those assets can actually support. Over time, several forces can reshape that outcome. At higher levels of wealth, these factors tend to overlap. Business ownership, real estate, and legacy planning...

08/24/2026

Markets face plenty of uncertainty, but investors may be looking past the next rate decision and toward Jackson Hole.
In this week's episode of , CIO Gene Goldman discusses what to expect from the first Jackson Hole symposium under Fed Chair Kevin Warsh, including the future of Fed communications, the message behind rising Treasury yields, and how policymakers are navigating an economy that is sending mixed signals.

“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...

08/24/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.