FINANCIAL EDUCATION & RESOURCES

Category: Byron’s Story

Retirement planning, investing, fee-only fiduciary advice, wealth and tax strategy from Byron Studdard, CFP® — written in plain language.

Byron's Story

How Trailing Stop Loss Limits Can Protect Gains

A profitable investment can become a painful loss faster than many investors expect. Trailing stop-loss orders are one tool designed to address that risk by establishing an exit plan before emotions, headlines or a sharp market decline take control. For investors who are building wealth, approaching retirement or relying on a

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29 Years, One Calling, and a Lifetime of Gratitude
Byron's Story

29 Years, One Calling, and a Lifetime of Gratitude

Twenty-nine years ago today, I became a CERTIFIED FINANCIAL PLANNER™ professional—but if it hadn’t been for a long night in a hospital five years earlier, it might never have happened. I still remember that night as if it were yesterday. After working all day, I took the last flight into town

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Vince Lombardi "What It Takes To Be #1" Speech
Byron's Story

An Open Letter To My Clients

The past few months have been some of the most trying of my career as I’ve been afraid to leave my trading screens for more than a few minutes. This market has required constant monitoring given the unprecedented volatility the outbreak has brought, and I have answered that call every day – and, several times each night to check the international markets and our futures. I am proud of the results that we have experienced.

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