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Retired

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, Semi-Retired, Retired, Business Owners, Still Working

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

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, 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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How the Market Works, Semi-Retired, Retired

How the Market Works: The Tortoise and the Hare

Posted by kdadmin on April 15th, 2017

How the Market Works: The Tortoise and the Hare

If you celebrate it, Happy Easter! Fittingly, it looks like the Hare’s stock market days are numbered. Whereas, the tortoise…

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How the Market Works, Semi-Retired, Retired

How the Market Works:  Rear Window Investing

Posted by kdadmin on March 24th, 2017

How the Market Works:  Rear Window Investing

On March 1st, I had a conversation with a fellow who wanted me to get out of bonds and buy…

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