This article originally appeared in Pacific Business News. Kari Clark COO, Investment Advisor Representative, Educator and Speaker Kari Clark has expanded her role at Stadia Financial by leading the firm’s growing financial education programming to reach broader audiences across Oahu and Hawaii Island. As COO, Investment…
A well-designed portfolio connects investments to financial goals, time horizon, risk tolerance, and long-term priorities. When people hear the word “portfolio,” they may picture complicated charts, stock-market experts, or a long list of unfamiliar investments. In reality, an investment portfolio is a collection of assets designed to…
Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains strategies that help you to make informed financial decisions. Whether your objective is…
An educational workshop where you will learn aspects of financial planning, investing, and retirement readiness. Get inspired and prepared to realize your ideal financial plan, feel financially secure, plan for investment success beyond the numbers, feel confident and supported with your retirement planning, find the best working relationship…
This educational course is designed to help Hawaii’s retirees navigate today’s increasingly complex financial environment. Rejuvenate Your Retirement® covers critical topics including sustainable retirement income strategies, Social Security optimization, healthcare planning, and long-term tax-efficient investing. Participants will walk away with a clearer understanding of retirement planning…
Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains strategies that help you to make informed financial decisions. Whether your objective is…
Presented in conjunction with the Waikiki Community Center An educational workshop where you will learn aspects of financial planning, investing, and retirement readiness. Get inspired and prepared to realize your ideal financial plan, feel financially secure, plan for investment success beyond the numbers, feel confident and supported with…
For many Hawai‘i families, helping a child pursue college, community college, trade school, or another educational path is one of life’s most meaningful financial goals. A thoughtful plan combines budgeting, long-term investing, and smart use of available tax benefits. Start with Your Budget, Not Your Investment Account…
Whenever you watch the news, hear breaking news alerts, or scroll through social media feeds, it’s easy to feel overwhelmed. Headlines about wars and geopolitical tensions, inflation, interest rates, government debt, trade disputes, and stock market volatility seem to appear almost daily. For many investors – especially those…
Environmental, Social, and Governance (ESG) investing has evolved from a niche strategy into the financial mainstream—and here in Hawaii, that shift feels especially relevant. For local residents thinking about retirement, ESG is no longer just about aligning investments with personal values and sustainability goals. It has become a…