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
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.
Investment Allocations Breaking Bad. Does the Investment Advisory business simply ignore gold and commodities?
This is a crucial time to understand the full dynamics in play. It is also crucial to fully adopt “Best Investor Standards”. Conditions have become so unstable that only excellent
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
Capital Rotation Event. Shocking Probability For US investors.
The most profound change in asset allocation has already begun.
Credit is losing ground at a rapid rate as real money reasserts itself.
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
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
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
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
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!