Ohana Wealth Management

06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

05/29/2026

Wealth alone doesn’t ensure continuity.

Families focused on education and structure are better prepared for long-term stewardship. Read our latest blog to learn more, at www.ohanawealthmanagement.net/blog

05/27/2026

A meaningful, financially informed legacy doesn’t happen by accident. While your estate documents drive the transfer of assets, continuity depends on something more: education, structure, and shared understanding. Here are a few ways you...

A meaningful, financially informed legacy doesn’t happen by accident. While your estate documents drive the transfer of assets, continuity depends on something more: education, structure, and shared understanding. Here are a few ways you can begin building a financially...

05/26/2026

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke says markets may take cues from headlines, not data, in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

05/26/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

05/22/2026

Assets are transferred on paper. But what about financial values? Those are passed down through conversations, modeled examples, and lived experiences. To learn more, read our latest blog at www.ohanawealthmanagement.net/blog

05/21/2026

Read the latest issue of Financial Watch here:

When basic money management principles such as saving, spending, earning, and giving are taught at an early age children are more likely to grow into teens and…

05/20/2026

In retirement, many people start thinking differently about their wealth. It’s no longer just about managing accounts and cash flow. It’s about family, meaning, and what you want to leave behind. When it comes to legacy planning...

In retirement, many people start thinking differently about their wealth. It’s no longer just about managing accounts and cash flow. It’s about family, meaning, and what you want to leave behind. When it comes to legacy planning, the transfer of assets is typically...

05/19/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.