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Pacific Capital Investments - The Wealth Management Company -Honolulu, HI

1132 Bishop Street, Suite 1860, Honolulu, HI 96813      

TEL. 808-545-2225

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We believe that when you treat people the way you want to be treated, you never go wrong.

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Helpful Content

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

 

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Saving for College 101

Here’s a crash course on saving for college.

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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