What Does It Mean?
Daring to live life and thoroughly enjoy it!
My Name is Ray Loewe
I'm the luckiest guy in the world because I'm living the life I want to live.
The Penguins & The Hill
People had to have enough money to feel secure, but now they can't walk up the hill.
Value is Ageless.
We need to align that value with people who most appreciate it.
Defend Your Plan.
Protect your time, your health, and your financial resources.
Reach Your Full Potential
Passion and Excellence may not be enough.
Layers of Luxury
First, protect your independence, then layer on the things that make life fabulous.
The Wild Card
Putting P.E.P into your work makes the impossible, possible.
Plan Your Life!
Or Someone Else Will
Living your dream means YOU have to control the plan!
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
It's important to understand how inflation is reported and how it can affect investments.
Gaining a better understanding of municipal bonds makes more sense than ever.
Five phases to changing unhealthy behaviors.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Are Real Estate Investment Trusts right for your portfolio?
How will you weather the ups and downs of the business cycle?
With alternative investments, it’s critical to sort through the complexity.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, cracking the code on bonds.
What if instead of buying that vacation home, you invested the money?