FINANCIAL EDUCATION & RESOURCES

Tag: sarasota financial planner

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

Investing & Markets

ETF or Mutual Funds: Which Fits Your Plan?

ETFs, open-end mutual funds, and closed-end funds can all provide diversification, but they differ in how they trade, what they cost, how they are taxed, and the risks investors assume. Learn the important distinctions before deciding which fund belongs in your portfolio.

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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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Byron’s free financial planning eBook covers retirement strategy, investing, wealth preservation and tax-efficient planning.