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!
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
For many, retirement includes contributing their time and talents to an organization in need.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Knowing your options when a CD matures can help you make a sound investment decision.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Understanding the economy's cycles can help put current business conditions in better perspective.
Bonds may outperform stocks one year only to have stocks rebound the next.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
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.
How will you weather the ups and downs of the business cycle?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Pundits say a lot of things about the markets. Let's see if you can keep up.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Even low inflation rates can pose a threat to investment returns.
What are your options for investing in emerging markets?