July - 2018

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Questions?

Peter Cook, CFP, CFA and Frank Byrd, CFA

Jul 21, 2018

2 Tax Advantaged Giving Strategies

Char “Virtue isn't in just being nice to people others are prone to care about. So true virtue lies mostly in also being nice to those...

Featured Posts

Frank Byrd, CFA, CFP®

Oct 26, 2020

A Practical Revolution

“The value of money is not the only thing that might evaporate once people stop believing in it. The same can happen to laws, gods and...

Frank Byrd and Stephen Korn

Oct 16, 2020

Is Bitcoin Fools Gold?

...be appropriate for their portfolios. Let us know if you’d like to schedule a conversation to discuss this.

Frank Byrd and Stephen Korn

Sep 7, 2020

Where's the Lemonade?

Your hard-earned capital is stored labor. It represents the virtues of hard work, thrift, and delayed gratification. It thus deserves to...

Frank Byrd and Steve Korn

Aug 26, 2020

Adapt ... Now

Game Over We are witnessing, in real time, policy makers employ a new level of financial activism. Their old toolkit was to lower...

Frank Byrd, CFA, CFP®

May 17, 2020

Crazy? Maybe Not

Is the stock market crazy? Many investors are asking that question after the recent rally. The S&P 500 is down approximately -11%...

Frank Byrd and Steve Korn

Apr 8, 2020

What We Know, What We Don't

Litany against Fear I must not fear. Fear is the mind-killer. Fear is the little-death that brings total obliteration. I will face my...

Frank Byrd, CFA

Oct 22, 2019

Looking Backward, Thinking Forward

"The best fighter is not a Boxer, Karate or Judo man. The best fighter is someone who can adapt on any style.” ― Bruce Lee Dear...

Frank Byrd and Stephen Korn

May 18, 2019

The Illusion of Safety

"We mustn't lose touch with those moments of history, which are really quite chaotic and volatile… The idea that the worst thing that...

Frank Byrd, CFA

Feb 10, 2019

The Ultimate Signpost

On the Money: “What amazes me more than any spectacle of boom-and-bust is our capacity as a species to witness speculative bubble...

Frank Byrd, CFA

Feb 22, 2017

Fielder Mentioned in Businessweek

Last week Bloomberg Businessweek profiled my path from hedge fund manager to personal financial adviser. You can read the article HERE....

Recent Posts

The Most Crowded Trade

Frank Byrd, CFA, CFP®

Jun 30

Record Failures of '23

Frank Byrd, CFA

Feb 19

Opportunity as Banks Retreat

Frank Byrd and Steve Korn

Nov 19, 2023

Financial Repression Explained

Frank Byrd, CFA, CFP®

Sep 11, 2023

Two Choices, One Hope

Frank Byrd, CFA, CFP®

Apr 19, 2023

Banks Fail & Markets Go Up?

Frank Byrd, CFA, CFP®

Mar 27, 2023

Three Pillars for 2023

Frank Byrd and Steve Korn

Jan 23, 2023

Low Odds, High Odds

Frank Byrd, CFA, CFP®

Nov 23, 2022

Look Who's Buying Gold

Frank Byrd and Steve Korn

Nov 9, 2022

China's People Problem

Frank Byrd and Steve Korn

Sep 7, 2022

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