As COVID-19 continues to affect the State of Hawaii, the well-being of you and your family is our greatest concern. Island Wealth Management would like to express our wishes for the health and safety of you and your loved ones. Our team is available for calls and appointments, which you may schedule on our online site. We are always here for you, so please do not hesitate to reach out.
Jarin Kobashigawa interned at Island Wealth for three summers. He graduated with a B.A. in Economics from Willamette University in 2020. He is pursuing his MBA at Willamette and will graduate in May 2021. As a recent college graduate, I’ve learned the importance of investing in interpersonal skills and developing emotional intelligence. Growing up, my …
It’s almost the end of 2020, and we can all breathe a sigh of relief for the New Year to come. As we sit down, like every past December, to write our New Year’s Resolutions, we are reminded that this year has been anything but normal. If this year has taught us anything, it’s that …
New Year’s Resolutions: How to Balance Fun with Necessity Read More »
At Island Wealth, we want to help you make decisions that bring joy and value to your life. While we often focus on the importance of teaching your child to understand the difference between wants, needs, and responsibilities, we also recognize that life is more than the bottom line. During the pandemic, many families are …
So, my dad’s a financial advisor…but what did that really teach me? I mean, it would look pretty bad if I were a terrible saver and extravagant spender, right? How much of his work life was ingrained into my upbringing? Although our conversations may not look as formal as his interactions with clients, I think …
Editor’s note: The event took place in October 2019 before COVID caused a mandatory shut down and social distancing measures. Do you love planning birthday celebrations for your children? It can sometimes be a bit stressful to plan when life gets busy and parties can get expensive. But what if the time invested in planning …
“What is legacy? It’s planting seeds in a garden you never get to see.” Lin-Manuel Miranda, Hamilton. Much thought went into the design of our company, and we needed a logo that would clearly represent who we are. Our logo is about our clients, not us. Each of the leaves represents a different generation. The …
