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White Papers

Be You Own Bank – A Wealth Building Strategy

A Financial technique that redirects money spent on consumer debt and puts it to work accumulating personal wealth and a retirement nest egg.  How to structure the plan.  Which assets are best for self-banking?  Building in an inflation offset.  Tax sheltering your wealth growth.  Save thousands over your working life. 

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Self Banking (PDF)


Inflation – The Silent Wealth Killer

Inflation destroys wealth and retirement resources.  How inflation reduces static dollar accounts like bonds, savings, accounts, retirement income, annuity distributions and life insurance proceeds.  Asset groups that outperform inflation.  Financial strategies to counter inflation.  Market linking as an inflation fighter.  Self-banking as an inflation fighting tool.  Home equity is an inflation hedge.  How to inflation proof your retirement nest egg.  Financial planning for inflation.

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Inflation (PDF)


Market Linking CD’s – An Alternative to Low Interest Bank Deposits
(to be released soon)


Market Linking versus a Balanced Portfolio
(to be released soon)


Understanding Investment Statistics
(to be released soon)


The New Market Volatility Indexes – Do They Work?
(to be released soon)

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