Blog | CB Investment Management


Policy Priority: Stocks. Even If It Leads To Stagflation.
Stagflation is a major risk for equities and it’s easy to miss. Why? Because Keynesian policy on steroids initially produces the opposite short term results as described above. So far that is the experience...
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 practice.
Allocation Resets. New Era Globalization And Long Term Inflation Risks.
Inflation does not seem to be likely to sustainably reach the 2% target. At the same time there are new factor in relative value, and a new kind of globalization developing. How should allocations adjust?
Irony Alert! Where Does "Outlawing Recession" Go?
The current rally has created record divergence in performance of stocks. Massive liquidity flows, yet very weak earnings overall.
2402financial planning
How Best Practice Transforms Financial Planning.
I hope you have a better understanding of what it means to have a Best Practice Financial Plan and what is often missed to guide you through the  several steps throughout your life, with an authentic,...
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