The stadium curse is no secret- many investors remember the spectacular failure of Enron happened months after naming the Houston Astros Stadium, or how FTX was exposed and bankrupted after naming the Miami Heat Arena.
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Whether couples are marrying, remarrying, cohabiting, or blending families, the financial conversations tend to fall into a few key areas. Below are a few more questions or topics we hear regularly:
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Nobody knows exactly what the next politician, the next election, or the next year will bring. But we do know exactly where we stand today.
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We are writing to share a few thoughts regarding the proposed merger between Tri-Counties Bank and First Hawaiian Bank, which is scheduled to close in the fourth quarter of 2026:
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Here’s why someone would consider converting their IRA to a Roth:
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To help make things a little easier to manage, here is an (incomplete) step-by-step guide to the financial tasks you may want to approach:
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I’ve been wrong many times before, but history says the math on this one isn’t great
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SpaceX- maker of Starlink (and new owner of X/AI) is set to be the largest IPO of all time. We’ve written about how IPO’s aren’t always great for the public, but that hasn’t slowed down the media hype train this time around.
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How investors should prepare their portfolios in light of California’s financial troubles
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What do Politicians, businesses, and consumers have in common? They all agree on the affordability trend
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It’s easy to miss deductions/exemptions against state and federal income if you miss these details on your 1099
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How business owners can unlock thousands in tax credits when they offer new retirement plans
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Some Guesses for 2026
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As all parents of siblings know, there comes a time when the firstborn stops seeing the second child as ‘cute’ and instead views them as a threat. Internet 1.0 companies are acting similar. ChatGPT was fun in its infancy, but this year it turns 4 years old.
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