According to Dow Jones Market Data, the 126 trading days it took for the S&P 500 to reclaim its February high was over 10 times as fast as the index’s average historical rebound (1,542 trading days). Learn more about the second fastest bear market recovery on our blog: https://hubs.ly/H0w-qMB0
The September weakness continued with the S&P 500 Index 9.6% off the all-time high set on September 2 (as of 9/23/20). It is important to remember that after a 60% rally in the S&P 500—and much more in some of the large cap tech stocks—this type of seasonal weakness is normal and expected. Read today's #MarketUpdate here: https://hubs.ly/H0w-QLg0
While the positive YTD number for the S&P 500 is welcomed, it is also worth remembering when the #COVID shutdown led to the fastest-ever #bearmarket from market peak. Visit our blog to learn more about what that means for the current investing trends: https://hubs.ly/H0wJ6m90
HONOLULUFINANCIALPARTNERS.COM
Perspective on the Second Fastest Bear Recovery
#FinancialFactFriday: Unlike traditional IRAs, Roth IRAs do not require the account holder to take distributions during his or her lifetime. This feature can prove very attractive to those individuals who would like to use the Roth IRA as an estate planning tool. Learn more #IRA facts on our blog: https://hubs.ly/H0wyK5q0
For those with a high-net-worth, being able to maintain their lifestyle into retirement might require a little more skill when it comes to saving. To help maintain a high-net retirement savings, our blog covers a few mistakes that one may wish to avoid: https://hubs.ly/H0wvdGW0
HONOLULUFINANCIALPARTNERS.COM
3 High-Net Retirement Savings Mistakes You Want to Avoid
Don’t let another day go by without learning why you should save for retirement through your company’s 401(k) plan or what you can do to save for retirement if you don’t have access to a 401(k). Here's a resource that can help you today - https://hubs.ly/H0vQvF40 Happy #401kDay!
Do you have any tips for saving?
Happy Indigenous Peoples' Day!
"US equity markets opened in the green following Thursday’s positive session. Renewed stimulus talks, with targeted business-aid hopes, are influencing today’s action." Visit @LPLResearch to learn more about the state of our market with the latest #MarketUpdate: https://hubs.ly/H0xM5HJ0
LPLRESEARCH.COM
Market Update: Fri, Oct 9, 2020 | LPL Financial Research
The world's events always affect the markets, and making smart investment choices requires you to look at what's happening around the world. But what about during an election year?
How should you invest while the country is deciding which direction to take? Regardless of which side of the political spectrum you prefer, you may want to keep the following facts in mind as you invest during an election year:
https://hubs.ly/H0xGRFG0
HONOLULUFINANCIALPARTNERS.COM
Investing in an Election Year
This week, take some time to reflect on your personal retirement goals and determine if you're on the right track to meet your goals.
Credit is an important part of financial planning. Take some time out of your day to assess your credit goals and needs.
The weekly market commentary is now available. For more info, please click on the following link: https://hubs.ly/H0x_5dV0 #MarketUpdate
In general, your retirement plan benefits pass to the beneficiaries you designate on the plan beneficiary designation form. Your benefits will generally be subject to estate tax at your passing and to income tax when benefits are distributed from the plan to your beneficiaries. Visit our blog to learn more: https://hubs.ly/H0yqctl0 #EstatePlanningAwarenessWeek
HONOLULUFINANCIALPARTNERS.COM
Retirement Plans and Estate Planning
Do you have an estate plan in place? If not, this is the perfect time to start planning! Visit our website today to learn more: https://hubs.ly/H0yq7Hy0
#EstatePlanningAwarenessWeek
HONOLULUFINANCIALPARTNERS.COM
Estate
"With the election only eight days away and earnings season in full swing, stocks have bucked the usual October weakness during election years so far in 2020." Learn more about the state of the stock market with the latest #MarketUpdate blog from LPL Research: https://hubs.ly/H0yH0_Y0
LPLRESEARCH.COM
The Best Day Of The Year Is This Week
It's Election Day! Make a plan to vote! Visit: https://hubs.ly/H0zcqbX0 #ElectionDay2020
Trick or Treat! #HappyHalloween! We hope you have a safe and fun holiday!
Open enrollment for employee benefits kicks off on November 1st. Before you plan your Thanksgiving menu, you should make the time to review your benefit choices. #OpenEnrollment #EndofYearPlanning Learn more: https://hubs.ly/H0zFJmq0
HONOLULUFINANCIALPARTNERS.COM
Open Enrollment Season is Around the Corner
#MarketUpdate "Stocks are taking a pause this morning amid several opposing forces. A COVID-19 vaccine is coming but new cases are surging. We have some election clarity, but also contested results and an undecided Senate." Learn more: https://hubs.ly/H0zQ27V0
LPLRESEARCH.COM
Market Update: Thu, Nov 12, 2020 | LPL Financial Research
When the markets are shaky, it can be tempting to rely on political headlines or pending legislation to time your entry or exit points. However, letting politics drive your investment decisions can be a costly mistake. Learn more about what helps market trends endure beyond political administrations and why you should ignore the noise and focus on your investment fundamentals: https://hubs.ly/H0zs3gf0
HONOLULUFINANCIALPARTNERS.COM
Avoid Playing Politics with Your Portfolio
By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you. Read on for some points to consider as you close out 2020: https://hubs.ly/H0B5ZwY0 #EOY
HONOLULUFINANCIALPARTNERS.COM
End of Year Planning: Set Goals and Reduce Taxes
As shown in the @LPL Chart of the Day, previous surges in new monthly highs opened the door for near-term weakness, but the weakness was a nice buying opportunity.
Learn more about the state of the stock market with the latest #MarketUpdate: https://hubs.ly/H0BbZBd0
LPLRESEARCH.COM
5 Noteworthy Charts To Watch As Stocks Soar
When Thanksgiving rolls around, the holiday shopping season comes into full swing. While many people prepare their strategy for #BlackFriday shopping, a lot of them forget about the second shopping holiday this weekend: #SmallBusinessSaturday.
If you have never shopped on Small Business Saturday, check out some of the top reasons to put it on your list this November: https://hubs.ly/H0Bw8V30
#HappyThanksgiving! We hope you have a safe and happy holiday!
"Even without new lockdowns, it appears that consumer behavior has already begun to react to the rise in [COVID-19] cases, presenting a risk to economic activity regardless of any policy decisions to curb activity." Learn more with the #MarketUpdate from LPL Research:
https://hubs.ly/H0BrQlS0
LPLRESEARCH.COM
Rising COVID-19 Cases Could Pressure the Recovery
Are you looking to #GiveBack this #GivingTuesday? Visit our blog to see which national charities you can give back to this holiday season: https://hubs.ly/H0BNHDr0
"As we explain in Outlook 2021, we anticipate a strong earnings rebound in 2021 will help stocks grow into their current valuations. Overall breadth has been very strong, suggesting many stocks are participating in this bull market." Learn more about the state of the stock market with the latest #MarketUpdate from LPL Research: https://hubs.ly/H0Clxxh0
LPLRESEARCH.COM
Outlook 2021: The Bull Market in Stocks Continues
As the holidays approach, many children start to make wish lists, but unfortunately, not all children have someone to give them gifts. Luckily, there are many charities that help get holiday gifts and joy to children. If you're thinking about donating toys this holiday season, here is what you need to know: https://hubs.ly/H0CfxGY0
HONOLULUFINANCIALPARTNERS.COM
Charitable Giving and Donating Toys
Today, we want to pay respect to those we lost on this day 79 years ago here in Honolulu. The sacrifices made for our country will never be forgotten. Please take a moment in your day to remember the bravery and courage of the men and women at Pearl Harbor. #PearlHarborRemembranceDay
Learn more and watch the Remembrance Day broadcast:
https://hubs.ly/H0C7Try0
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“Stocks continue to surprise to the upside, with the Russell 2000 Index (small caps) and the Nasdaq making new all-time highs on Tuesday.” To learn more visit the latest #MarketUpdate from LPL Research: https://hubs.ly/H0CLbpG0
LPLRESEARCH.COM
Chart of the Year
When you donate to a charity, you want to know that your donation is going to its highest and best purpose—which means minimizing the tax exposure of the donated assets.
Learn more about the tax benefits of charitable planning on our blog: https://hubs.ly/H0CGPw50
HONOLULUFINANCIALPARTNERS.COM
Tax Benefits of Charitable Planning
It's sweater weather, show off your ugly Christmas sweater! Happy #UglyChristmasSweaterDay!
Merry Christmas from the Honolulu Financial Partners team!
The reindeer are on their way! Markets are closing at 1pm ET to make way for all of the holiday magic!
2020 has been one of the most unprecedented years in recent history, but some things—like tax contributions and retirement deadlines—don't change much, if at all. Visit our blog to get started on your EOY checklist: https://hubs.ly/H0C_pZ-0
HONOLULUFINANCIALPARTNERS.COM
End of Year (EOY) Deadlines Checklist
#HappyNewYear! We hope you have a great start to #2021!
The year is coming to an end, make sure you've met your tax contribution deadlines. Visit our blog to end the year by checking everything off your list: https://hubs.ly/H0C_wM_0
HONOLULUFINANCIALPARTNERS.COM
End of Year (EOY) Deadlines Checklist
It's almost 2021! We wish you all a #HappyNewYear!
The LPL Outlook 2021 is here! Check out the digital version today as we look forward to 2021: https://hubs.ly/H0D1Fx10
2020 was a good year for stock investors despite unprecedented challenges.
After being down more than 30% at the March 2020 lows, the S&P 500 Index ended the year with a solid 18.4% total return. Learn more with the #MarketUpdate from LPL Research: https://hubs.ly/H0Dv63v0
LPLRESEARCH.COM
Equity Winners and Losers in 2020
While the 2020 tax year saw some significant changes to filing deadlines due to the effects of the global pandemic, the 2021 tax season seems to be set to be on track with normal filing deadlines. With the pandemic still in sight, it is important to consider that these dates may be subject to change.
Visit our blog for a list of the filing deadlines for the upcoming 2021 tax year that you will want to be sure to put into your calendar: https://hubs.ly/H0Dj08Z0
HONOLULUFINANCIALPARTNERS.COM
Key Tax Deadlines for 2021
How are you keeping track of your financial documents? In an increasingly paper-free society, organizing your financial documents can still be a challenge. Are you wondering what steps can you take now to organize your financial documents for 2021 and beyond?
Visit our blog to learn more: https://hubs.ly/H0DRwYV0
HONOLULUFINANCIALPARTNERS.COM
Tips for Organizing Your Financial Documents
"While survey data has suggested a tough economic environment, the stock market has been signaling this uncertainty may be short-lived, at least for publicly traded small cap stocks." Learn more with the #MarketUpdate from LPL Research: https://hubs.ly/H0DNxg80
LPLRESEARCH.COM
Small Business Optimism Falls to Recovery Low
Tax law places limits on the dollar amount of contributions that you can make to Individual Retirement Accounts and by law, the #IRS is required to adjust these limits annually for cost-of-living increases.
Going into #2021, you should familiarize yourself with these adjustments, so that you’re better informed as we plan for your retirement.
Visit our blog to learn more: https://hubs.ly/H0DRrYy0
HONOLULUFINANCIALPARTNERS.COM
IRS Makes 2021 IRA Cost-of-Living-Adjustments
Today we recognize Civil Rights leader, Dr. Martin Luther King Jr. and his contribution to equality and justice.
REMINDER! Q4 estimated taxes are due today!
When was the last time you took steps to optimize your 401k?
If it's been a while, you're not alone. Research indicates that only one in three Americans utilize employer-sponsored 401k retirement accounts; even those who are contributing may not be taking full advantage of potential benefits.
Here are five questions to ask about 401k planning: Lhttps://www.honolulufinancialpartners.com/blog/401k-planning-5-questions-to-ask
REMINDER: Today is the 2020 W-2s/1099s Mailing Deadline!
Small cap stocks have outperformed large cap stocks and breadth continues to improve. Earnings are expected to surge this year. LPL Research continues to maintain a neutral small caps view—but with a positive bias. Read more: https://hubs.ly/H0FFbs50
#MarketUpdate
LPLRESEARCH.COM
Small Caps Still Solid | Daily Market Update
It's Super Bowl Sunday!!
Tell us your favorite snack for the Big Game!
#SuperBowlLV
#SuperBowl
Let's spread awareness this #WorldCancerDay.
Spring, where are you? Happy Groundhog Day!
Stand up for equality, today and everyday. Happy Founders Day to the honorable NAACP.
The resilience of the US economy continues to exceed our expectations. Read more: https://hubs.ly/H0GpvT60
DOCUMENTCLOUD.ADOBE.COM
Adobe Acrobat - WeeklyMarketCommentary_02-08-2021 (2).pdf
Health care costs are expected to jump in 2021! Are you wondering if your 2021 benefits include telehealth and mental health services? Visit our blog to learn more: https://hubs.ly/H0GkHj40
HONOLULUFINANCIALPARTNERS.COM
Health Care Costs Expected to Jump in 2021
It's Super Bowl Sunday!!
Tell us your favorite snack for the Big Game!
#SuperBowlLV
#SuperBowl
Let's spread awareness this #WorldCancerDay.
Spring, where are you? Happy Groundhog Day!
The US economy had a tumultuous year in 2020, to say the least, and after rebounding strongly in the third quarter, the holiday surge in COVID-19 cases increased the risk that the economy may stumble heading into the new year. https://hubs.ly/H0GSsZZ0 #MarketUpdate
LPLRESEARCH.COM
Stimulus Matters: Retail Sales Rebound Big in January
2021 is the year of the Ox. We hope you had a Happy Chinese New Year!
What is your Chinese Zodiac animal?
Make Kindness a Habit. #RandomActsofKindnessDay
Happy #MardiGras2021! We wish you all a safe and happy holiday!
"It is hard to fail, but it is worse to never to have tried to succeed" - Theodore Roosevelt. Happy President's Day.
Happy Valentine's Day to all our clients and friends!
You're at the "heart" of all we do!
Increasingly more people realize that their sustainability concerns can be address through their investments. Learn more here: https://hubs.ly/H0H9jqp0 #MarketUpdate
S3.AMAZONAWS.COM
s3.amazonaws.com
Are you wondering how to tally your #SocialSecurity benefits? While the Social Security Administration has stopped mailing annual statements, you can still calculate your (approximate) retirement benefits. Learn more: https://hubs.ly/H0H1PFR0
HONOLULUFINANCIALPARTNERS.COM
How to Tally Your Social Security Benefits
The US economy had a tumultuous year in 2020, to say the least, and after rebounding strongly in the third quarter, the holiday surge in COVID-19 cases increased the risk that the economy may stumble heading into the new year. https://hubs.ly/H0GSsZZ0 #MarketUpdate
LPLRESEARCH.COM
Stimulus Matters: Retail Sales Rebound Big in January
2021 is the year of the Ox. We hope you had a Happy Chinese New Year!
What is your Chinese Zodiac animal?
Make Kindness a Habit. #RandomActsofKindnessDay
Happy #MardiGras2021! We wish you all a safe and happy holiday!
Retirement isn't the end of the novel...it's a whole new chapter! As you enter into retirement, you begin thinking about all the things you would like to do in your free time. Create your own bucket list to make your Golden Years shine.
https://hubs.ly/H0Hw8780
#RefiredNotRetired
HONOLULUFINANCIALPARTNERS.COM
Re-thinking Your Bucket List
Increasingly more people realize that their sustainability concerns can be address through their investments. Learn more here: https://hubs.ly/H0H9jqp0 #MarketUpdate
S3.AMAZONAWS.COM
s3.amazonaws.com
Are you wondering how to tally your #SocialSecurity benefits? While the Social Security Administration has stopped mailing annual statements, you can still calculate your (approximate) retirement benefits. Learn more: https://hubs.ly/H0H1PFR0
HONOLULUFINANCIALPARTNERS.COM
How to Tally Your Social Security Benefits
The US economy had a tumultuous year in 2020, to say the least, and after rebounding strongly in the third quarter, the holiday surge in COVID-19 cases increased the risk that the economy may stumble heading into the new year. https://hubs.ly/H0GSsZZ0 #MarketUpdate
LPLRESEARCH.COM
Stimulus Matters: Retail Sales Rebound Big in January
2021 is the year of the Ox. We hope you had a Happy Chinese New Year!
What is your Chinese Zodiac animal?
Make Kindness a Habit. #RandomActsofKindnessDay
When we honor the women in our lives, we honor the best of us.
Today, we pay tribute to all that women have achieved throughout history. Happy International Women's Day.
#InternationalWomensDay
Does your bucket list include adrenaline-pulsing adventures? Or is it filled with long naps on sandy beaches?
Tell us your favorite item on your bucket list!
#MotivationMonday
#BucketList
The weekly market commentary is now available. Catch up on all the latest market news in one convenient spot. https://hubs.ly/H0HFvg50 #MarketUpdate
Retirement isn't the end of the novel...it's a whole new chapter! As you enter into retirement, you begin thinking about all the things you would like to do in your free time. Create your own bucket list to make your Golden Years shine.
https://hubs.ly/H0Hw8780
#RefiredNotRetired
HONOLULUFINANCIALPARTNERS.COM
Re-thinking Your Bucket List
Increasingly more people realize that their sustainability concerns can be address through their investments. Learn more here: https://hubs.ly/H0H9jqp0 #MarketUpdate
S3.AMAZONAWS.COM
s3.amazonaws.com
Are you wondering how to tally your #SocialSecurity benefits? While the Social Security Administration has stopped mailing annual statements, you can still calculate your (approximate) retirement benefits. Learn more: https://hubs.ly/H0H1PFR0
HONOLULUFINANCIALPARTNERS.COM
How to Tally Your Social Security Benefits
The world needs good Samaritans like me and you. Today (and everyday) is your chance to be a hero to someone in their hour of need.
#GoodSamaritanDay
Did you know the average credit score in the U.S. has increased a whopping 8 points since 2019?! Quiz your credit knowledge here: https://hubs.ly/H0J5GMd0
#FridayFact
HONOLULUFINANCIALPARTNERS.COM
How Much Do You Know About Credit?
The weekly market commentary is now available. Catch up on all the latest market news in one convenient spot. https://hubs.ly/H0J5DBq0 #MarketUpdate
How would you rate your credit IQ?
In 2020, the average FICO score in the U.S. rose to 711, an eight-point increase from 2019.1 When it comes to having healthy credit, your score is the result of many factors. [LINK TO BLOG]
When we honor the women in our lives, we honor the best of us.
Today, we pay tribute to all that women have achieved throughout history. Happy International Women's Day.
#InternationalWomensDay
Does your bucket list include adrenaline-pulsing adventures? Or is it filled with long naps on sandy beaches?
Tell us your favorite item on your bucket list!
#MotivationMonday
#BucketList
ICYMI: Hawaii state tax returns must still be filed by April 15th.
The IRS extended the Federal filing deadline to May 17th.
#TaxDay
Find yourself online more than ever? Technology brings new benefits to hiring a property manager. Learn how you can benefit https://hubs.ly/H0JqTnM0 #FridayFact
HONOLULUFINANCIALPARTNERS.COM
All online, all the time? Technology brings new benefits to hiring a property manager.
Happy birthday to my wonderful daughter, Trisha! May your day be as special to you as you are to all of us!
Happy Birthday, Trisha!!!
The Weekly Market Commentary is now available. Catch up on all the week's market news in one convenient place. https://hubs.ly/H0Jq_YN0 #MarketUpdate
More and more, our asset management systems are taking place online. Learn how your property manager is probably heading in the same direction, and how that can help you manage your real estate investments: https://hubs.ly/H0JmHFX0
#AssetAwarenessMonth
HONOLULUFINANCIALPARTNERS.COM
All online, all the time? Technology brings new benefits to hiring a property manager.
The world needs good Samaritans like me and you. Today (and everyday) is your chance to be a hero to someone in their hour of need.
#GoodSamaritanDay
The Weekly Market Commentary is now available. Catch up on all the week's market news in one convenient place. https://hubs.ly/H0JGDnM0 #MarketUpdate
If we know one thing about the market, it offers no guarantees. That can make investing a nerve-wracking proposition. Learn how we can help with asset management: https://hubs.ly/H0JL09y0
#AssetAwarenessMonth
HONOLULUFINANCIALPARTNERS.COM
How Financial Asset Management May Help Investors Stay the Course
ICYMI: Hawaii state tax returns must still be filed by April 15th.
The IRS extended the Federal filing deadline to May 17th.
#TaxDay
ICYMI: Hawaii state tax returns must still be filed by April 15th.
The IRS extended the Federal filing deadline to May 17th.
#TaxDay
Find yourself online more than ever? Technology brings new benefits to hiring a property manager. Learn how you can benefit https://hubs.ly/H0JqTnM0 #FridayFact
HONOLULUFINANCIALPARTNERS.COM
All online, all the time? Technology brings new benefits to hiring a property manager.
Happy birthday to my wonderful daughter, Trisha! May your day be as special to you as you are to all of us!
Happy Birthday, Trisha!!!
