CPA Seasonal Folly: How the Market Works
Posted by kdadmin on March 25th, 2017
Category:
How the Market Works, Semi-Retired, Retired, Business Owners, Still Working
Reduce Your Tax Burden With Tax Loss Harvesting
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…
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
One of the best ways to build wealth, contribute to your financial security and potentially reduce your taxes is to…
Happy Thanksgiving – Live the Life You Love
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…
The Danger of High P/E Ratios
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,…
Alternative Investments – All Sizzle and No Steak
Posted by kdadmin on September 28th, 2017
How the Market Works, Semi-Retired, Retired
Protect Your Credit Score: The Equifax Data Breach
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
Hurricane Irma: Seasonal Economics
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…
Be Fully Retired: How NOT to Calculate Your Savings Goals
Posted by kdadmin on July 6th, 2017
All Your Friends Are Jumping Off the Bridge: Maybe you shouldn’t
Posted by kdadmin on June 26th, 2017
The Trump Top: Stocks vs Bonds & How the Market Works
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
How the Market Works: The Tortoise and the Hare
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How the Market Works: The Tortoise and the Hare UNPUBLISHED
Posted by kdadmin on April 14th, 2017
