

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
Feb 28, 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...
Frank Byrd, CFA and Peter Cook, CFA, CFP
Feb 2, 2018


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.”...
Peter Cook, CFP, CFA
Dec 22, 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 and Peter Cook, CFA, CFP
Dec 8, 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
Nov 14, 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
Oct 20, 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
Aug 16, 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 28, 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
Jun 13, 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
Mar 15, 2017

