Empowering Your Financial Future with Confidence

At M.C. Byrd Wealth Management, we partner with you to help you achieve your unique financial goals through comprehensive wealth management solutions.

Empowering Your Financial Future with Confidence

At M.C. Byrd Wealth Management, we partner with you to help you achieve your unique financial goals through comprehensive wealth management solutions.

Staying Ahead of the Curve: Financial Trends and Strategies

Achieve Your Goals

We help you define your financial goals, create a plan to achieve them, and make informed investment decisions along the way.

Personalized Strategies

We take the time to understand your unique needs, risk tolerance, and investment preferences, and create a financial plan that is tailored to your specific situation.

Seasoned Guidance

Our experienced wealth advisors provide ongoing support and guidance to help you navigate financial decisions with confidence.

Cutting-Edge Technology

We leverage advanced tools and resources to ensure your financial plan remains up-to-date and aligned with your evolving needs.

A Partnership for Your Financial Success:
Don't Miss Out on Our Exclusive Resources & Webinars

  • Gain Valuable Financial Insights: Attend our informative webinars to learn about a variety of financial topics, from retirement planning to investment strategies.
  • Hear from Knowledgeable Industry Figures: Learn from financial professionals and gain insights from their experience.
  • Enhance Your Financial Knowledge: Expand your financial knowledge and stay up-to-date on the latest trends and strategies.

Embark on a Personalized Wealth Management Journey

At M.C. Byrd Wealth Management, we understand that every financial journey is unique. That’s why we take a personalized approach to building long-lasting relationships with our clients. Our process is designed to help you achieve your financial goals with confidence and peace of mind.

Initial Consultation

Our journey begins with an initial consultation, where we'll get to know you, your financial goals, and your risk tolerance. We'll delve into your current financial situation, investment preferences, and any concerns you may have.

Comprehensive Financial Planning

Armed with a deeper understanding of your needs, we'll craft a personalized financial plan tailored specifically to you. This plan will outline a roadmap to achieving your goals, considering your investment horizon, risk tolerance, and overall financial well-being.

Ongoing Communication and Guidance

Your relationship with MC Byrd Wealth Management doesn't end with the creation of your financial plan. We'll maintain regular communication with you, providing ongoing guidance and support as your financial situation and goals evolve. We'll review your plan periodically to ensure it remains aligned with your changing needs and market conditions.

A Wealth of Financial Knowledge at Your Fingertips

In addition to personalized wealth management services, we also offer a wealth of general financial knowledge through our regular blog posts. Our blog provides timely updates on market trends, insightful retirement strategies, and commentary. Whether you’re a seasoned investor or just starting to learn about personal finance, we believe our blog will equip you with the knowledge you need to make informed financial decisions.

Unemployment Data, The Sahm Rule & The Beveridge Curve

Leading indicators (e.g., the yield curve) have warned of recession since 2022. While useful, they have a variable lag time. The phenomena a leading indicator predicts (in this case, recession) can take up to two years to come to fruition. Unfortunately for investors, there is no perfect coincident indicator of recession. NBER economists determine the start dates of recessions years after they begin. That said, economists have developed indicators that give us valuable real-time information. The Sahm Rule Economist Claudia

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Caleb Byrd

The Two-Year Lag: What Is Economic Data Telling Us?

Earlier this year, we wrote about the 2-year lag in monetary policy and why this mattered so much for 2024. As we’re halfway through the year, have we seen the lagged effects of monetary policy in economic data?  The Federal Reserve began hiking rates in March 2022. Federal Reserve studies show that monetary policy can take 1.5 – 2 years to take effect. This means we would have begun to see the effects of these interest rate hikes over the

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Caleb Byrd

How We Think About Portfolio Value and Achieving Retirement Income

A common headline in the financial press reads: “Experts Say You Need X Portfolio Value To Retire.” These articles must garner significant attention, given their proliferation. Are they accurate? We’ve built and executed countless financial plans on behalf of clients. In this case, the economics of the news business conflict with sound advice. Portfolio value is important. That said, its importance is relative to other factors. Everyone retires at different income levels and levels of expenditure. And every retiree has

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