How the Market Works, Semi-Retired, Retired, Business Owners, Still Working
Posted by kdadmin on December 20th, 2017
One of the most common questions I get as an investment adviser is, “How do I reduce the taxes on my investments?” Yet, oddly, one of the most overlooked strategies is something as lucrative as Tax Loss Harvesting. Here’s how it works … What is Tax Loss Harvesting? Briefly tax…
How the Market Works, Semi-Retired, Retired
Posted by Zurich Awes on November 29th, 2018
No Tech Support In spectacular fashion befitting tech stocks, market darlings Amazon and Alphabet (Google) have both tanked in the…
Business Owners, How the Market Works, Live The Life You Love, Semi-Retired, Retired
Posted by Zurich Awes on September 11th, 2018
Man, it’s been a long time since I’ve posted a blog. THAT will never happen again. Too Many Cooks. Over…
How the Market Works, Live The Life You Love
Posted by kdadmin on December 8th, 2017
One of the best ways to build wealth, contribute to your financial security and potentially reduce your taxes is to…
Posted by kdadmin on November 23rd, 2017
I AM THANKFUL FOR YOU. Writing a blog, publishing an email series, and even giving financial advice is my attempt…
Posted by kdadmin on November 14th, 2017
You’ve likely heard the phrase “Price to Earnings Ratio” or “P/E” for short. If you look at the chart above,…
How the Market Works, Semi-Retired, Retired
Posted by kdadmin on September 25th, 2017
Recently, Equifax, one of the major three credit bureaus, experienced a data breach and compromised the credit records of 143…
How the Market Works, Live The Life You Love
Posted by kdadmin on September 6th, 2017
In five hours, Hurricane Irma will pass just a few miles north of the US Virgin Islands. With sustained winds…
Posted by kdadmin on June 14th, 2017
In the four months since Trump was sworn in, long term bonds have kept pace with the S&P500. Think about…
How the Market Works, Semi-Retired, Retired
Posted by kdadmin on April 15th, 2017
If you celebrate it, Happy Easter! Fittingly, it looks like the Hare’s stock market days are numbered. Whereas, the tortoise…
How the Market Works, Semi-Retired, Retired
Posted by kdadmin on March 24th, 2017
On March 1st, I had a conversation with a fellow who wanted me to get out of bonds and buy…
Posted by kdadmin on March 22nd, 2017
This image represents the brain activity of two different groups of students as they confront a personal error. The group…
Posted by kdadmin on March 10th, 2017
Learning about bonds is like learning to use the brakes in your car. Would you drive a car without brakes?…
Posted by kdadmin on March 2nd, 2017
We’ve all seen the charts that show how the stock market seems to have gone up like a rocket since…
Posted by kdadmin on February 28th, 2017
Have you ever felt ignorant when you watched the financial news? Let me help you. There are several bits of…
Posted by kdadmin on February 15th, 2017
Have you ever seen an avalanche? How about in person? Have you ever been in one? It is an incredibly…
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