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The 15-Minute Retirement Checkup: Is Your Portfolio Actually Working for You?
Most retirees assume their money is working. They have a recognizable name on their statement, the account has been open for years, and nobody has called with bad news. That…
The Right Age to Retire (It’s Not the Number You Think)
When most people ask “When should I retire?” they’re asking the wrong question. After 40 years in this industry, I’ve watched people retire too early, too late, and with the…
Why We Built Yield Forge: Turning Ron’s Covered Call Logic Into a Real-Time Analysis Engine
My father and I used to work through covered call scenarios together, manually. Bear case. Flat case. Bull case. We’d talk through the numbers, think it through, make a decision…
The Oxford Pillar: How Three Decades of Independent Thought Built a Different Kind of Advisor
There is no shortage of investment research. If you’re an Oxford Club member, you already know this. The newsletters come in, the ideas are compelling, and the analysis is some…
Three Things to Know If You’re Rolling Over a 401(k)
If you’re in a company 401(k) and approaching retirement, there’s a good chance a rollover IRA is on the horizon. Most firms can handle rollovers, and today there are more…
The Annuity Exit Strategy: When the Promise Doesn’t Match the Reality
When the promise of safety doesn’t match the reality of results. Today, many investors find themselves disappointed and in some cases betrayed, by what they once believed was the perfect…
Ten Things Your Big Bank Brokerage Isn’t Telling You
And why independence matters more than ever. You trust your brokerage with your life savings. But are they telling you the whole story? After 40+ years in this industry, we’ve…
The Paradox of Care: Why We’re Better at Planning for Pets Than Ourselves
We’ve all been there: spending hours researching the best dog food, setting calendar reminders for vet appointments, and even opening savings accounts for unexpected expenses like emergency surgeries. Yet, when…
Staying Grounded as Markets Surge
As markets continue to grind higher, one thing most investors can agree on is that inflation remains out of balance and uncertainty is still abounds. Everyone seems to expect the…
Trapped by Promises: The Hidden Costs of Annuities and The Smarter Alternative
In nearly four decades as a financial advisor, I’ve seen my fair share of investment trends come and go. One product that’s often pitched with glowing promises but frequently leaves…
The Hidden Cost of Commissions: Why Fee-Only Advisors Win
Choosing the right financial advisor is vital for building wealth. Discover how fee-only and commission-based advisors differ and why it matters for your financial future.
Protecting Your Earnings During Lockout Periods
Lockout periods can freeze NIL athlete earnings, but strategic planning ensures wealth security. Ron McCoy, with 40+ years of fiduciary expertise, reveals how to protect your income from NCAA or…