Creative Capital Wealth Management

September 25, 2025

J-Curve Tax Strategy: How To Slash Your IRA Conversion Costs

When used in conjunction with other tax mitigation strategies, such as tax-loss harvesting, charitable giving, or investing in oil and gas partnerships, the J-Curve Roth conversion strategy becomes even more effective.

September 3, 2025

Hotels And Private Credit: A Match Made In Heaven

When traditional banks deny loan applications or tighten their purse strings, private credit can provide the reliability and flexibility that owners need to move commercial projects forward.

April 28, 2025

Alternative Asset Strategies: Investing in Oil and Gas

Because oil and gas are considered real property, they are thus “like-kind” to traditional real estate assets and qualify for tax-advantaged 1031 exchanges.

February 6, 2025

Fred Talk: A Live Huddle for Wealth Advisors

“Fred Talk” — a live-streamed discussion about trends in the alts industry and strategies for wealth advisors led by Fred Hubler!

August 30, 2024

Part 1 with Fred Hubler: How to Apply the Lessons

Fred Hubler of Creative Capital Wealth Management Group talks about how to apply the lessons from RBA in this podcast clip.

August 30, 2024

Part 1 with Fred Hubler: Inventory of a Week

Fred Hubler of Creative Capital Wealth Management Group talks about one of the steps in the RBA process - taking an inventory of your week in this podcast clip.

August 30, 2024