by Nate Byers | Oct 30, 2025 | Portfolio Management
You’ve probably seen the headlines. “Buffett recommends a 90/10 portfolio.” “Stocks always win over the long run.” “Higher risk equals higher returns.” It all sounds logical. It’s also dangerously incomplete. Because...
by Nate Byers | Oct 11, 2025 | Retirement
Navigating your retirement transition is filled with possibilities and uncertainties. Whether you’re living in retirement or on the cusp of leaving the workforce, mastering the fundamentals of retirement planning can transform vague dreams into a secure, fulfilling...
by Nate Byers | Oct 9, 2025 | Retirement, Retirement Portfolio, Uncategorized
Most retirees believes it’s safe to create their retirement paycheck from dividends and interest. Living off the income is intuitive. Unfortunately, living off dividends and interest is not sufficient for a withdrawal plan. First of all, at the time of this...
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...
