Insights to Help Craft Your Legacy

Best practices are meant to be shared. That’s why we observe the market and then share our insights on what’s happening, to give you context. We’ve organized every blog into categories, so it’s easier for you to find the answers that matter most to you. 

Trumponomics Examined.

The S&P 500 is trying to go vertical at valuations never seen before. Just as junk bond spreads to government bonds have gone to the lowest historical extremes only seen

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With the addition of CCB Tax Pros, Best Practice Comprehensive Wealth Management is now available. It fits together, enables fast track optimization and requires just one call.

The Launch Of CCB Tax Pros

Launching CCB Tax Pros has evolved by extending my service from Investment Management, to Financial Planning, to becoming an IRMAA certified planner, to the next logical extension which is tax returns and

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US Negative Net Savings Cripples Investment, Growth, And Value

[et_pb_section fb_built=”1″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.23.1″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″]“We Need To Be Very Careful With Interest Rate Cuts” Thomas Hoenig, Former Federal Reserve

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