Retirement planning, investing, fee-only fiduciary advice, wealth and tax strategy from Byron Studdard, CFP® — written in plain language.
“At twelve years old, I had one mission: get a girlfriend. I never got the girl — but I got ten shares of Walmart, and it changed the way I invest to this day.”
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
Looking for a Sarasota CFP? See how fee-only fiduciary planning and portfolio oversight can bring clarity to retirement, investing, and legacy decisions.
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
Even though it’s been over thirty years, I still remember that night like it was yesterday. I had just taken a flight after work from Tampa, FL into my hometown of Huntsville, AL. It was an early spring Friday night, and I found a cozy corner on the floor of Crestwood
Byron’s free financial planning eBook covers retirement strategy, investing, wealth preservation and tax-efficient planning.
