Live The Life You Love, Investing 101, Reduce Your Taxes
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…
Live The Life You Love, Investing 101
Posted by Zurich Awes 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 Zurich Awes on November 23rd, 2017
I AM THANKFUL FOR YOU. Writing a blog, publishing an email series, and even giving financial advice is my attempt…
How the Market Works, Live The Life You Love, Investing 101
Posted by Zurich Awes 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,…
Live The Life You Love, Credit Score, Fix a Financial Nightmare
Posted by Zurich Awes 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 Zurich Awes on September 6th, 2017
In five hours, Hurricane Irma will pass just a few miles north of the US Virgin Islands. With sustained winds…
How the Market Works, Live The Life You Love, Be Fully-Retired
Posted by Zurich Awes 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, Live The Life You Love, Be Semi-Retired, Be Fully-Retired
Posted by Zurich Awes 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, Be Semi-Retired, Investing 101, Be Fully-Retired
Posted by Zurich Awes 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 Zurich Awes on March 22nd, 2017
This image represents the brain activity of two different groups of students as they confront a personal error. The group…
How the Market Works, Investing 101
Posted by Zurich Awes on March 10th, 2017
Learning about bonds is like learning to use the brakes in your car. Would you drive a car without brakes?…
How the Market Works, Live The Life You Love
Posted by Zurich Awes 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…
How the Market Works, Investing 101
Posted by Zurich Awes 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 Zurich Awes on February 15th, 2017
Have you ever seen an avalanche? How about in person? Have you ever been in one? It is an incredibly…
Posted by Zurich Awes on December 31st, 2016
Do you prefer quality over quantity? I do. Instead of listening to every media outlet hawk their predictions for the…
Posted by Zurich Awes on December 8th, 2016
This morning, iTunes informed me that my “most played song of the last 30 days” was “Wollt Ihr Das Bett…
