The Ultimate Savings Account Cannot be Found within a Bank
The good news is that you don’t have to choose. Link your existing bank account to an Ultimate Savings Account, and you keep the banking functions you actually need while
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.
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
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
The Growth Illusion
The Growth Illusion
US Investors Are Living In A Truman Show
Leveraged Equity Buyout America (LEBA) rewards the few at the expense of the many through a persistent private sector
The US Financial System Became A Leveraged Equity Buyout Supernova
Financial values reflect excessive debt and leverage induced by reckless policy. Debt for equity finance is everywhere you look. Persistent and relentless policy support for the stock market has created
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
Alpha Investing. Compounding Is The Superior Approach To Investing.
Surprisingly, few investors understand how to optimally assess their performance or align their investment practice and objectives appropriately to the most optimal investment approach, which is compounding.
Whether your
The Greatest Retirement Challenge in US History.
For most retirees “The American Dream” has become unaffordable.
With policy distorting markets and becoming increasingly unstable managing investment risk, while optimizing a retirement and tax plan requires the
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
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!