Financial Planning Archives | Page 2 of 4

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

Investors Need to Restore their Risk Management And Financial Sovereignty With The Ultimate Savings Account And Best Practice Financial Management

Extreme Instability As Inflation Starts Rising Again.

Global Bonds Signal Confidence Collapse In Policy. Bonds Trigger Risks For Banks, Credit And Equity Markets. Never before have investors been so committed and leveraged to a 10 year expected

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

The disassociation between US equity market behavior and earnings is unprecedented. There is no history of significantly declining GAAP earnings with the biggest and most leveraged equity bull market in history. As stated before, the firehose of debt, liquidity, and money supply is most likely responsible for that disconnect. Investors need to think carefully about what could happen from here. Do you have an Investment and Financial Plan that can handle this? Here are simply the best planning tools to get that sorted out.

Alpha Financial And Retirement Planning

The disassociation between US equity market behavior and earnings is unprecedented. There is no history of declining GAAP earnings with the biggest and most leveraged equity bull market in history.

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

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

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.

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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