How To Approach Taxes in 2026
Taxes are likely the single largest expense you will face over your lifetime. And they influence nearly every major financial decision you make, from saving and investing to retirement and
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
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 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.
The Retirement Tax Trap. Big IRA? Urgent Action Required.
Roth conversions are one of the most important financial decisions you will make. Make sure you do a thorough job and consult an Adviser that understands how to execute best
Introducing Best Practice Financial Services.
It is crucial to protect your own Best Interest when it comes to financial services. No less an authority than Warren Buffet dismisses the value of most financial advisors on
Social Security And Medicare Horror Stories Need Proactive Action
Social Security and Medicare are crucial benefits that so many depend on as they go into their most vulnerable time of life. However, there are growing problems with both systems
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!