Stories
With a team diverse in background and age-range, our company is rich with stories that we’d like to share with you. We hope you’ll take the time to read and share our stories with your family and friends.
Recent Stories from Island Wealth
Lessons from the Global Pandemic
The year 2020 was a landmark for many reasons, particularly for its impact on the financial markets.
Connecting Generations With Food
Recently, I caught up with Lynette to talk about the lessons she’s learned as a published cookbook author and food columnist to help anyone interested in creating their own family cookbook.
What is a Certified Financial Planner, or CFP?
The CFP® designation requires a high level of education, professional experience and ethics. To qualify, there are a number of requirements.
ESG: The Investment of the Future?
ESG is often used interchangeably with sustainable, responsible, or ethical investing. Investors are starting to use non-financial criteria to evaluate companies. By doing so, they are putting their money where their values are.
Financial Planning: The Value of Being Prepared
In Hawaii, we believe financial planning with an advisor is especially important no matter how much you make, how old you are, or what you dream to do over your lifetime.
New Normal
For over a year now we have lived out a “new normal.” We have made our homes into our offices, spent holidays with our families over Zoom, and watched the latest blockbuster film from our own living rooms.
Compassion in a Texas Storm
Krystal and her family were caught in the legendary Texas snowstorm and experienced the compassion Texans still carried for one another even during the wake of the storm.
Growing Plants from Seed
A year since Troy started his garden, he’s grown over 75 pounds of vegetables, including bok choy, sweet potatoes, kale, tomatoes, spinach, lettuce, carrots, soybeans and various herbs.
How to Invest in Yourself as a Young Adult
A common misconception is that every individual has to be great at everything to join and contribute to a thriving team.
New Year’s Resolutions
In order to reach impossible dreams, we must first stop putting limits on what we want to accomplish.
Should You Get a Pet?
Adopting a pet can be an excellent way for children to experience responsibility, empathy, and loving compassion.
What Financial Responsibility Means at 21
At 21, Jenna reflects on growing up with a dad as a financial advisor.