Broken Money, Broken Markets
Today’s new highs are increasingly mechanical, not fundamental — and in a broken market, your 401(k) is the exit liquidity.
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.
You Have Limited Options Remaining To Defend Your Purchasing Power.
Once investors realized the degree to which the dollar’s value is at risk, from monetary and fiscal policy, and also that foreigners intend to reduce their exposure even after it
The underlying breakdown of the current financial system is accelerating but poorly understood and so investors are badly allocated.
“The US tax base, which is proportional to the private sector’s GDP, is already contracting when the distortion of the government budget deficit to GDP at about 6.5% is subtracted
Most investors have too much risk badly allocated
Once you commit to the Calmar Ratio, with good execution your results will start to show:
1. Significantly lower risk
2. Higher long-term returns
This is simply
Alpha Comprehensive Tax Service
Probably the biggest expense item of your lifetime is taxes. While tax returns are a requirement, by far the most important part of dealing with your taxes is tax planning
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
US Stock Market Performance Has Been A Debt And Money Illusion Over The Last 3 Years.
The Chart above shows that the equal weighted top 1000 US companies has an almost identical performance as the Russell 2000, the next 2000 biggest US companies. On average these
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
Understand The Debt Game. Then Win With Best Investor Standards.
The debt bubble is driven by the those that benefit and will be bailed out or escape the consequences. It is down to you to protect yourself from this complicated
Asset Rotation Alert! Gold Versus Stocks.
US investors have generally failed to understand the appropriate allocation of gold in their own portfolios. This could be a major problem going forward.
Invest like the best
Invest Like The Best reveals the proven strategies of the world’s top investors, showing you how to achieve higher returns with lower risk through disciplined, data-driven decision-making. If you’re ready to break free from conventional, flawed financial advice and take control of your wealth with transparent, repeatable best practices, this book is your roadmap to smarter investing.
The Way Wealth Management Should Be Best Practice For The Best Results
How much do you really know?
So much of investment today is based on flawed assumptions and gut feelings. How much do you know about what you need? Take our Quiz and find out!