News & Insights By

Ken Steria

June 2, 2026

ESG Investing: Sustainable Strategies for the Aloha Lifestyle

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 practical…

June 1, 2026

Managing the Rising Cost of Living in Hawaii: Smart Money Tips for Island Residents

Budget smarter, save more, and stay ahead of inflation Living in Hawaii has always required a bit more financial awareness—but lately, many residents are feeling the squeeze even more. From higher grocery bills to rising housing costs, electricity, and transportation expenses, inflation is quietly reshaping everyday life…

May 21, 2026

Healthcare Planning by Age: What to Know in Your 30s, 40s, 50s, and Beyond

Healthcare is one of the few expenses that people often fail to plan for. Healthcare costs are rising, insurance options are becoming more complex, and a medical emergency can quickly create financial stress for you and your family. No matter your profession or income level, having a healthcare financial…

April 9, 2026

The Importance of Rebalancing Your Portfolio During Market Corrections

Market corrections—typically defined as a drop of 10% or more—can feel alarming, especially for newer investors. It’s natural to worry when you see your portfolio lose value or when negative headlines dominate the news. However, these moments aren’t just periods to endure—they can actually be important opportunities to strengthen…

March 6, 2026

The Importance of Global Diversification in Investing

A Simple Guide to Building a Smarter, Well-Balanced Investment Portfolio When it comes to investing, one of the most important principles is also one of the simplest: don’t put all your eggs in one basket. Many investors understand diversification when it comes to individual companies or industries.