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…
Managing your financial future involves many proactive key decisions. One of the most critical—and often overlooked—is designating and keeping your beneficiaries up-to-date for all your financial accounts. Whether it’s your 401(k), IRA, investment portfolio, or bank accounts, maintaining accurate beneficiary information is essential to protect your loved ones…
In today’s increasingly complex financial world, having a trusted financial advisor can make all the difference in achieving your long-term financial goals. But not all financial advisors are created equal. Whether you’re planning for retirement, building wealth, or managing investments, it’s essential to find an advisor who can…
In today’s digital age, investors have unprecedented access to financial tools, market data, and educational resources. This raises a critical question: Should you manage your own investments or hire a financial advisor? Both do-it-yourself (DIY) investing and professional financial advice come with their own advantages and…
When you retire or leave your job, a key financial decision is what to do with your employer-sponsored retirement plan—like a 401(k), 403(b), or 457 plan. These plans are excellent for saving during your working years, but they’re not the best long-term option for your retirement funds. Rolling…
What are Alternative Investments? Alternative investments are financial assets that lie outside the realm of traditional investment categories like public stocks, bonds, and mutual funds. Alternative investments — such as real estate, private equity, private debt, LLCs, precious metals, and more — provide greater freedom and diversification for…
Unlike traditional IRAs that typically restrict investments to public stocks, bonds and mutual funds, Self-Directed IRAs offer unparalleled flexibility by allowing individuals to diversify their portfolios with a wide range of alternative assets. With a Self-Directed IRA, you can invest in real estate, private equity, private…