Byrd Investment Management

Byrd Investment Management Byrd Investment Management is a comprehensive wealth management firm founded on personal service with the goal of creating financial independence.

Some diets lighten nothing but your wallet. Here’s a few to avoid.
08/19/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn mo...
08/17/2026

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-...
08/14/2026

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

Periodic withdrawals in retirement may not be such a good idea.
08/12/2026

Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
08/10/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Are you planning to work after taking Social Security benefits? Know the rules.
08/07/2026

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
08/05/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

An ILIT could play a role in your estate strategy.
08/03/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
07/31/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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Emory, TX
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