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
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
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 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
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.
Financial Planning Done Well Is A Wealth Transformation
Financial planning done well can materially change your life. Yet most people clearly avoid it for a range of reasons. One reason is that conventional financial plans are poorly conceived
Widespread Advisor Misallocation In Gold And Bonds.
“Gold has risen 89% in the past five years, compared to 85% for the S&P 500 and a disappointing 0.7% for the US aggregate bond index (as of May 17,
The Retirement Crisis Requires Your Proactive Engagement.
In order to address all these components, there are several things you can do, but this does need your attention, good advice may be harder to find than you think,
“When House Rich Is House Poor”
One of the key discoveries is that the math of retirement planning suggests that in many cases downsizing property is very helpful. Federal Reserve policies have been so durably stimulative
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!