
Is Your Financial Plan Really in Your Best Interest?
Someone with fiduciary responsibility is meant to act in your best interest — a promise of loyalty, prudence, and care.
In principle, your advisor’s first obligation should be your financial
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.

Someone with fiduciary responsibility is meant to act in your best interest — a promise of loyalty, prudence, and care.
In principle, your advisor’s first obligation should be your financial

CPAs and Financial Advisors each play an essential role in a client’s financial life, but their work rarely connects. CPAs look backward from last year’s numbers, while Advisors plan forward

Most families don’t want strangers to make personal decisions for them, but that’s exactly what happens when we put off estate planning.

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 key medium term question for investors is when real assets start to outperform credit and financial assets once more. Gold has already turned.
Dollar financial assets and credit are

Most US investors don’t know the financial game they are in. US investors have clearly failed to understand the basics of financial system distortions, and are paying a huge and

“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

Remarkably investors seem to carry on as if markets are behaving somewhat normally. Worse speculation keeps rising to new all-time records. I hope this blog has demonstrated that investors are

There is no question that investing is at a crucially important stage. Economic policy has failed but policy makers are accelerating dysfunctional policy. Gold has triggered major signal indicating a

Gold Breaks Out Relative To S&P 500
Global bond yields are breaking higher
“If you don’t own gold, you know neither history nor economics.”
Ray Dalio
“Over the last
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.
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