JCB Capital Performance
JCB Capital Performance is a Registered Investment Advisor
Professional's background
Profit by learning about the Best products and services & Save by learning about the FEES you are paying
Planning begins with protecting what you have, saving for what you want, minimizing your tax liability, investing to enlarge your net worth and gifting your Estate
Property & Casualty, Term & Whole Life Policies, Survivorship policies, Business uses of Life Insurance, Split Dollar, Replacement, Immediate, Deferred Annuities, Modified Endowment Contracts or Private Placement Variable Life insurance (MECs), 1035 Exchanges, Health, Disability, Medical, Supplemental, Medicare, Part (A, B, C, Medigap, & D), Medicaid, and Long-term Care
Tax-efficient investing, Optimum ratio of Qualified to Non-Qualified Assets, After-Tax IRA contributions, Educational IRA, 529 Savings Plan, Sole Proprietorships, Family Businesses, Family Limited Partnerships (FLP), General Partnerships, Limited Partnerships, Limited Liability Companies (LLC), Limited Liability Partnerships (LLP), Personal Service Corporations (PSC), C Corporations, S Corporations, Net Unrealized Appreciation (NUA), Income options pre-59 ½, Minimum Required Distributions post-70 ½, 1031 Exchanges, 1035 Exchanges, QDROS, Estate Tax Savings, Income Taxes, Tax Rates, Estate Taxes, Generation Skipping Transfer Taxes
FAFSA (Free Application for Federal Student Aid), Student Aid Report (SAR), College Scholarship Service (CSS), FAF (Financial Profile), Student Aid Report (SAR), Expected Family Contribution (EFC). Cost of Attendance (COA), Federal Pell Grants, Direct Loan [DL] Program, Federal Family Education Loans, Federal Supplemental Education Opportunity Grants (FSEOG), Federal Perkins Loans, Federal Work-Study (FWS), Education Savings Plans, 529 plans, gifts, Grants, Scholarships, Fellowships, FastWeb, Financial aid borrowing, Stafford & Perkins Loans, PLUS loans, GATE loans, Home Equity loans, borrowing from Qualified Retirement accounts, Volunteering for National Service, Military Service, Veterans
Retirement Strategies, Income Analysis, ERISA Pre-tax contributions, Qualified Plans as defined by the IRS, Traditional IRAs (IRS section 408), Rollover IRAs, Roth IRAs, 401(k) Retirement Savings plans, SIMPLE IRA (IRS section 402), Simplified Employee Pensions SEPs & Salary Reduction SARSEPs, TSAs 403(b) plans, Keogh & HR-10 plans (IRS section 415), Defined Contribution Plans, Employee Stock Ownership Plan (ESOP), Profit-sharing Plans, Money-purchase Plans, Paired Plans, Defined Benefit Plans, IRS section 412(i) Defined Benefit Plan, IRS section 414(q) Highly compensated employees, IRS section 457: Deferred compensation, Non-Qualified Plans, Reverse Mortgages, Social Security
Qualified Portfolios, Non-Qualified Portfolios, Cash, Fixed Income, Equity Investments, Real Assets / Property, Capitalization, Valuation, Sectors, Derivatives, Risk Management, Modern Portfolio Theory (MPT), Strategic Asset Allocation, Tactical Portfolio Optimization
Trusts, Taxable Estate, Revocable Trusts, Irrevocable Trusts, Living Trust, A/B Living Trust (Marital Trust), A/B/C Living Trust - Qualified Terminable Interest in Property (QTIP), Qualified Domestic Trust (QDOT), Land Trust, Asset Protection Trust, IRA Rollover, Durable Power of Asset Management & Health Care, Pour over Wills, Certificate of Trust, Distributions, Gifting, UGMA and UTMA, 2503(b) Trusts, Crummey Right of Withdrawal, Irrevocable Life Insurance Trust (ILIT), Grantor Retained Trusts (GRIT, GRAT, GRUT), Qualified Personal Residence Trust (QPRT), Family Limited Partnership (FLP), IRS section 704, 731 & 737, Private Family (Charitable) Foundation (PFF), Charitable Trusts (CRT, CLT, CRAT, & CRUT), Generation Skipping (Dynasty or Legacy) Trust, Joint Tenancies with Right of Survivorship (JROS), Payable on Death (POD), Transfer on Death (TOD), Joint Ownership, Tenants with (Right of Survivorship, in Common, by the Entirety), Legal Problems, Wills, Probate, Testamentary Trust, Community Property State, Common Law, Power of Appointment, Power of Attorney (POA), Conservatorship and Guardianship
Pairing an individual investor with an investment portfolio, Individual Risk analysis, Investor constraints, Investment Policy Statement, Diversification, Suitability and appropriateness of possible investments, Strategic Asset Allocation, Tactical Portfolio Optimization, Risk Tests, # 1, # 2, # 3, # 4, Online Tests, FinaMetrica, Your Money Personality, Human Metrics, SELF-Questionnaire
MPT / Strategic Asset Allocation, Correlation, Portfolio's Return, Characteristics of Investments, Investment Risk, Tactical Portfolio Optimization
Risk, Leverage, Derivatives, Volatility, Hedging instruments, Assets Classes, Market Capitalization risk, Industry Sector risk, Currency risk, Geographic Region or Country risk, Interest Rate risk, Commodity risk
Composition and Constraints of our Aggressive Portfolio
Composition and Constraints of our Balanced Portfolio
Composition and Constraints of our Conservative Portfolio
JCB Capital Performance Newsletter of Economic and Market Events
Financial Planning and Portfolio Management services
Comprehensive Financial Planning, Insurance, Tax, Education, Retirement, Asset Management, Estate Planning & Legal Referral, Bank, Credit & Loan Referral
Portfolio Management - Cash, Fixed Income, Equity & Real assets, Modern Portfolio Theory (MPT) - Strategic Asset Allocation / Tactical Portfolio Optimization
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