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...
Frank Byrd, CFA
- May 14, 2018
Safe Haven Impostors
“More great fortunes are made during bad times than good times.” -- Rhett Butler in Gone with the Wind This quote is in honor of Richard...
Frank Byrd, CFA
- Apr 22, 2018
The Thing about Artists
Amen of the Week From Jack Ma, founder and executive chairman CEO of Alibaba, on the flawed logic behind today’s brewing trade war: “The...
Frank Byrd, CFA
- Feb 28, 2018
The 10% Lie
The 10% Lie OK, maybe “lie” is a strong word. A more genteel label is “mischaracterization of the facts”. Financial advisers have a nasty...
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.”...