Mahalo Financial Solutions and Insurance Services

09/21/2022

05/10/2021

The Twenty Craziest Investing Facts Ever!

1. Since 1916, the Dow has made new all-time highs less than 5% of all days, but over that time it’s up 25,568%. 95% of the time you’re underwater. The less you look the better off you’ll be. 2. The Dow has compounded at less than 3 basis points a day since 1970. Since then...

03/19/2021

Get your complementary report on how to replace bonds in your portfolio.

Bond yields are on the rise, from long-term Treasuries to corporate bonds. However, Ray Dalio, founder of Bridgewater, says it's time to drop the bond investing frenzy

02/11/2021

To those who I can help: I promise to spend the rest of 2021 dedicated to helping you create a healthy, happy well-rounded holistic retirement experience. I’m going to do this by sharing what I’ve learned about holistic retirement with you so that maybe you can have the retirement experience you deserve. I won’t do a perfect job of this, and I’ll probably stumble along the way. But I give you my word that I’ll give you my best!

02/01/2021

https://www.nolo.com/legal-updates/california-s-prop-19-changes-parent-child-property-tax-assessments.html

In November 2020, California voters passed Proposition 19, which, in part, limits the ability to avoid property tax reassessment when property passes between parents and children.

02/01/2021

This is important if you own California real estate... https://www.nolo.com/legal-updates/california-s-prop-19-changes-parent-child-property-tax-assessments.html