Last September (2025), I sat down for an interview with local Hawaii journalist Rob Kay who writes the Tech View column for the Honolulu Star-Advertiser. The theme of the interview was to get my take on the…

The mortgage industry doesn’t often get described as “exciting,” but for real estate investors paying close attention, today’s lending environment is quietly opening doors that didn’t exist even a few years ago. After years of tight credit…

For most investors, choosing a financial advisor comes down to trust.You sit across a conference table, hear a polished pitch, read some marketing, and hope you are making the right decision with your life savings. There is…

Private markets, once reserved for institutions and the ultra-wealthy, are now within reach for millions of investors. This shift is reshaping the investment landscape. Understanding it is critical. From Public to Private: A New Era of Access…

Working with business owners begins with recognizing that their wealth is created differently than most investors. For many, it reflects decades of risk-taking, reinvestment, and leadership. Guiding them through protecting, growing, and transitioning that wealth requires deep…

Financial advisors often speak about the privilege of guiding clients through life’s transitions. But for professionals who work deeply with veterans, active duty service members, and military families, the responsibility takes on a special meaning. These clients…