Frank Byrd, CFA and Peter Cook, CFA, CFP
- Feb 2, 2018
"Own It" (but Title It Properly)
Amen of the Week: "I think frugality drives innovation, just like other constraints do. One of the only ways to get out of a tight box is...
Peter Cook, CFP, CFA
- Dec 22, 2017
Tax Reform – What Can You Change? What Must You Accept?
“God, grant me the serenity to accept the things I cannot change, Courage to change the things I can, And wisdom to know the difference.”...
Frank Byrd, CFA and Peter Cook, CFA, CFP
- Dec 8, 2017
Bitcoin: A Framework for Its Potential
If someone tells you with great conviction that Bitcoin is a bubble, stop listening. They’ve lost credibility. If someone tells you with...
Frank Byrd, CFA
- Nov 14, 2017
Investing in Founder-Led Companies
"… there are certain structural advantages that founders may have … The social capital and moral authority that comes from being the...
Frank Byrd, CFA
- Oct 20, 2017
Whose Side Is Your Adviser On?
Amen of the Week “… nothing is more important or more difficult than getting the culture and the people right. Whatever successes we’ve...
Frank Byrd, CFA
- Aug 17, 2017
Greed Is Expensive
“… be fearful when others are greedy and greedy only when others are fearful." Warren Buffett, Berkshire Hathaway annual letter, 2004...
Frank Byrd, CFA
- Jun 28, 2017
A Founder Exits: Who'll Drive Uber Now?
A Founder Exits Uber just fired its founder, Travis Kalanick. The $68 billion question is: Will this ultimately prove a good thing – or a...
Frank Byrd, CFA
- Jun 13, 2017
Watching My Rich Grandparents Go Broke
Can New Research Help You Avoid the Same Fate? As a young boy, I was very close to my grandparents – to my grandfather especially. I...
Frank Byrd, CFA
- Mar 15, 2017
Buy & Hold? What 11,000 Investors Taught Me
Last week Steve Pomerantz, CFP interviewed me on his nationally syndicated radio talk show "On The Money!". Here are the highlights:...
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....
