by Nate Byers | Oct 8, 2025 | Portfolio Management, Retirement
The Invisible Thief: Understanding Real Risk If your brain is telling you to sit in cash or bonds because market volatility makes you nervous, this message is specifically for you. You’re making what feels like the safest decision possible, but you’re...
by Nate Byers | Oct 1, 2025 | Retirement
Bill Perkins’ “Die with Zero” has captured the attention of retirees and financial planners alike with its provocative message: optimize your life experiences rather than maximizing your net worth at death. While the book’s philosophical...
by Nate Byers | Sep 12, 2025 | Portfolio Management
Reading Time: 10 minutes Table of Contents → The Investment Marriage Problem The Fatal Flaw of "Hope and Hold" A Smarter Path: Tactical Asset Allocation The Numbers Don't Lie Why TAA Works: The Psychology Behind the Math Beyond Stocks and Bonds The Behavioral Edge Why...
by Nate Byers | Sep 12, 2025 | Portfolio Management, Retirement
With Halloween on its way, candy might be on your mind, but the one treat you don’t want in your investment basket is “Boomer Candy.” These so-called safe havens promise stock-like returns with minimal risk, but they often leave portfolios with more...
by Nate Byers | Jul 1, 2025 | Taxes, Uncategorized
Get Ready You need: A computer or smartphone with internet access. An email address you check regularly. Your phone (for a phone number). A government-issued ID (like a driver’s license or passport). A safe place to write down your password. (I recommend a Password...
