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Drafts

Introduction!

Posted by Zurich Awes on November 30th, 2021

As you may have noticed, the market changes… Certain changes are worth noting. Others are not. Most are a complete waste of your valuable time. The purpose of this blog is to keep you abreast of the things you should know, and eliminate the meaningless tripe. Here’s to your improved…

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Business Owners, Still Working, How the Market Works, Semi-Retired, Retired

Reduce Your Tax Burden With Tax Loss Harvesting

Posted by kdadmin on December 20th, 2017

Reduce Your Tax Burden With Tax Loss Harvesting

One of the most common questions I get as an investment adviser is, “How do I reduce the taxes on…

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How the Market Works, Semi-Retired, Retired

What’s a Beta With You? – Amazon & Alphabet

Posted by Zurich Awes on November 29th, 2018

What’s a Beta With You? – Amazon & Alphabet

No Tech Support In spectacular fashion befitting tech stocks, market darlings Amazon and Alphabet (Google) have both tanked in the…

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How the Market Works, Live The Life You Love, Semi-Retired, Retired, Business Owners

Welcome Back!

Posted by Zurich Awes on September 11th, 2018

Welcome Back!

Man, it’s been a long time since I’ve posted a blog.  THAT will never happen again. Too Many Cooks.  Over…

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How the Market Works, Live The Life You Love

Max Out Your 401k to Live the Life You Love

Posted by kdadmin on December 8th, 2017

Max Out Your 401k to Live the Life You Love

One of the best ways to build wealth, contribute to your financial security and potentially reduce your taxes is to…

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Live The Life You Love

Happy Thanksgiving – Live the Life You Love

Posted by kdadmin on November 23rd, 2017

Happy Thanksgiving – Live the Life You Love

I AM THANKFUL FOR YOU. Writing a blog, publishing an email series, and even giving financial advice is my attempt…

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How the Market Works

The Danger of High P/E Ratios

Posted by kdadmin on November 14th, 2017

The Danger of High P/E Ratios

You’ve likely heard the phrase “Price to Earnings Ratio” or “P/E” for short. If you look at the chart above,…

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How the Market Works, Semi-Retired, Retired

Protect Your Credit Score: The Equifax Data Breach

Posted by kdadmin on September 25th, 2017

Protect Your Credit Score: The Equifax Data Breach

Recently, Equifax, one of the major three credit bureaus, experienced a data breach and compromised the credit records of 143…

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How the Market Works, Live The Life You Love

Hurricane Irma: Seasonal Economics

Posted by kdadmin on September 6th, 2017

Hurricane Irma: Seasonal Economics

In five hours, Hurricane Irma will pass just a few miles north of the US Virgin Islands. With sustained winds…

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How the Market Works, Retired

The Trump Top: Stocks vs Bonds & How the Market Works

Posted by kdadmin on June 14th, 2017

The Trump Top: Stocks vs Bonds & How the Market Works

In the four months since Trump was sworn in, long term bonds have kept pace with the S&P500. Think about…

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Drafts

Live the Life You Love: Courage

Posted by kdadmin on April 22nd, 2017

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