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Semi-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, 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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Semi-Retired

How to Be Semi-Retired: Part 5 – Cash Flow

Posted by kdadmin on October 31st, 2015

How to Be Semi-Retired: Part 5 – Cash Flow

Now that your have your Plan A, and you’ve thought through you Plans B through LMNOP, you’re ready for Part…

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Semi-Retired

How to Be Semi-Retired: Step Four: Integration

Posted by kdadmin on August 29th, 2015

How to Be Semi-Retired: Step Four: Integration

Enough with the darn Market Crash. I think I’ve covered it well enough. Let’s let the rest of the market…

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Semi-Retired

How to Be Semi Retired: Step Three: The Five People

Posted by kdadmin on August 8th, 2015

How to Be Semi Retired: Step Three: The Five People

According to Jim Rohn, “You are the average of the five people with whom you spend the most time.” In…

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How the Market Works, Semi-Retired

Investing in a Stagnant Market: French Riviera

Posted by kdadmin on July 29th, 2015

Investing in a Stagnant Market: French Riviera

If you’ve been watching the news about the stock market cycle over the last six months, it would have taken…

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Semi-Retired

How to be Semi-Retired: Step Two

Posted by kdadmin on July 25th, 2015

How to be Semi-Retired: Step Two

Who doesn’t want be Semi-Retired? Work as much as you want, when you want, have the time to travel, enjoy…

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Semi-Retired

How to be Semi-Retired: Step One

Posted by kdadmin on July 18th, 2015

How to be Semi-Retired: Step One

Who doesn’t want to be Semi-Retired? Work as much as you want, when you want, have the time to travel,…

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Semi-Retired

The Super of Structures & Financial Freedom

Posted by kdadmin on July 10th, 2015

The Super of Structures & Financial Freedom

Few things are more irritating than road construction. In Minnesota, it’s one of the two seasons. There is winter and…

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How the Market Works, Semi-Retired

Investment Selection: Just Walk Away

Posted by kdadmin on July 8th, 2015

Investment Selection: Just Walk Away

In most any other market cycle, you’ll find me beating the drum of proper investment asset allocation for a given…

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Semi-Retired

When a Picture is Worth 1,000 Words

Posted by kdadmin on June 19th, 2015

When a Picture is Worth 1,000 Words

There are times when only a picture will do. This shot over the Loire River in Amboise, France, marks one…

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Live The Life You Love, Semi-Retired

Chicken Sh** or Chicken Salad

Posted by kdadmin on June 17th, 2015

Chicken Sh** or Chicken Salad

Ever wonder what the point of financial planning is? Why spend all that time, effort, soul searching, and analysis to…

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