Retirement planning, investing, fee-only fiduciary advice, wealth and tax strategy from Byron Studdard, CFP® — written in plain language.
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
That’s me in the red tie, standing next to the same $150 yellow Ford Maverick my dad and I brought back from the dead when I was sixteen. It taught me the first lesson of value investing: a low price and a bargain aren’t the same thing.
A Roth IRA Conversion can create tax-free retirement income, but the timing matters. Learn how to weigh taxes, Medicare costs, and your legacy plan today.
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.
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
Byron’s free financial planning eBook covers retirement strategy, investing, wealth preservation and tax-efficient planning.
