Byzantium Wealth Management Strategies

08/31/2026

History suggests that being right about a transformative technology is not enough. Investors must also be right on price. With AI, the central question is not its potential, but how much of that potential is already reflected in valuations.

Don't party like it's 1999.

08/29/2026

Some equities I follow are flying under the radar because they aren't tech related. Investors should stop making tech the automatic destination for new money and look to sectors with prudent valuations and dividends. You may be surprised where money is moving, and it isn't tech.

08/24/2026

RETIREMENT HAS CHANGED: WHY 65 IS NO LONGER THE FINISH LINE

Retirement is no longer about reaching one specific age. Discover why financial independence, purpose, and personal choice may matter more than simply leaving work behind.

08/20/2026

PREPARING FOR MEDICARE ADVANTAGE CHANGES IN

Medicare Advantage plans may change in 2027. Learn what to check in your Annual Notice of Change, including plan availability, providers, prescriptions, costs, benefits, and networks, before Medicare’s December 7 enrollment deadline.

08/19/2026

THE TWO SILENT THIEVES STRIKE AGAIN: IS TOO MUCH CASH COSTING INVESTORS?

Holding cash can provide stability and liquidity, but taxes and inflation may reduce its real return. Learn how to evaluate money-market yields and when municipal bonds or other tax-aware investments may be worth considering.

08/18/2026

Currently reading Lloyd's book.

A quote that resonates with a lot of business owners and executives:

"I'd never taken a break longer than a two-week vacation, and every vacation had been punctuated by calls and haunted by thoughts of what I had to do when I got back to work."

08/14/2026

Certainty Is Not Knowing What Comes Next. It Is Knowing What Matters

08/13/2026

According to Redfin News today:

The Number of U.S. Homebuyers Just Dropped to a Record Low, Shifting the Market Further in Buyers’ Favor

Homebuying demand fell in July largely because mortgage rates soared to their highest level in a year, and economic geopolitical uncertainty.

08/06/2026

1031 EXCHANGE VS. 1031 DST EXCHANGE: WHAT IS THE DIFFERENCE

Understand how a traditional 1031 exchange differs from a 1031 DST exchange, including ownership, management, deadlines, potential benefits, and key considerations for real estate investors.