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
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.
If Central Banks are losing confidence in the dollar system why aren’t you?
It is important that it is understood that while asset prices have made many investors feel wealthy. Asset prices in general are higher than ever in history and detached from
Markets Are’nt Waiting For The End Of The Policy Doom Loop.
Policy has become a short-term expedient support mechanism, which compounds a long-term sovereign debt crisis. There are also a range of other issues that the Fed would rather not discuss.
The Great Unwinding Of The Modern Monetary Theory Delusion
While the post 2009 markets have seemed to be benign over all, the debt “stimulus” looks to reached its limits. The outlook for US investors has become more challenging. Prepare
Epic Failure Of Policy Leaves A Banquet Of Consequences.
If you have been reading this blog, I hope you were prepared for the return of market volatility. This is an accident waiting to happen and it is just getting
US Fiscal Exceptionalism Meets A Dollar Sell Signal
Washington just digs a deeper fiscal hole. Let’s be clear. Excessive deficits are your future taxes, or inflation, or both. Policy Chaos: How U.S. Treasury Is Fighting The Fed |
US Stock Market Extremes Diverge From Economic Trends
US Federal Debt Growth Has Exceeded GDP Growth For 16 years.
Stock market rises to record valuation even as economic growth weakens.
Earnings grow is broadly flat over the
The AI Illusion Disguises Policy Failure
Now we can understand what Warren Buffett is telling us.
It is hard to believe that policy makers can balance everything out indefinitely.
In my view, key allocations to
Flawed Flows Financing Fundamental Fantasies.
Japan has gone further for longer down the Keynesian/MMT policy road. The collapse of the yen shows enduring instability. Investors will start to look at other currencies differently. Developed economies
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
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!