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. Read more
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 sponsor disruptions, keeping your financial future elite. Keywords: lockout periods, athlete earnings Read more
By understanding and addressing the hidden costs of high-turnover funds, investors can substantially enhance their long-term financial outcomes. At Freedom Capital Advisors, Ron McCoy guides his clients through these nuanced financial decisions, ensuring portfolios are optimized for growth, efficiency, and tax minimization. Read more
Through strategic, informed estate-tax planning, Ron McCoy at Freedom Capital Advisors helps affluent clients significantly reduce or eliminate their estate tax burdens, ensuring their legacies remain intact and impactful across generations. Read more
Through strategic use and careful management, Health Savings Accounts can be powerful tools in affluent investors’ arsenals. Ron McCoy at Freedom Capital Advisors expertly integrates HSAs into comprehensive wealth management strategies, helping his clients significantly enhance their long-term financial outcomes and security. Read more
Municipal bonds, often called “munis,” provide a powerful way for investors to earn income that’s typically exempt from federal taxes—and sometimes from state taxes as well. For high-net-worth individuals, knowing how to strategically invest in and manage muni bonds can unlock reliable, tax-advantaged gains. Ron… Read more
For $1M+ investors, the withdrawal sequence in retirement can make or break your legacy. Ron McCoy, with 40+ years of market mastery, reveals how to strategically tap accounts to slash taxes and preserve wealth. Learn elite tactics to dominate your retirement income plan. Read more
Bracket creep can silently erode $1M+ portfolios through higher tax brackets. Ron McCoy, with 40+ years of fiduciary mastery, reveals how to time asset sales to dodge tax traps and maximize after-tax returns. Dominate your wealth with precision. Read more
Charitable trusts are a tax-slaying weapon for $1M+ investors. Ron McCoy, with 40+ years of fiduciary expertise, unveils how to use CRTs and CLTs to slash your tax bill while amplifying your legacy. Master wealth preservation with precision. Read more
Wealth, whether earned through investments or athletic achievement, can be at risk from taxes, market ups and downs, or poor decision-making. Studies have shown that many professional athletes and investors encounter financial setbacks over time, highlighting the importance of thoughtful planning and ongoing education.
In the Wealth Protection Strategies section of our blog, we share practical ideas to help safeguard your financial future. With decades of experience, Ron McCoy focuses on disciplined, research-based approaches designed to support both athletes and investors in building financial security and stability.|
Our articles cover a range of topics, from identifying and managing risks, to strategies that support steady growth and long-term wealth preservation. Each insight is meant to give you actionable steps to help protect what you have worked hard to build, so your wealth is better positioned to weather life’s uncertainties. Explore our blog to discover ways you can make smarter, more resilient choices for your future.
High-net-worth portfolios have great potential for building lasting wealth, but unnecessary fees and overlapping investments can quietly reduce your long-term results. Even small inefficiencies can add up over time, making it harder to reach your financial goals.
In the Maximize Portfolio Performance section of our blog, we share ways to help make your portfolio more efficient and cost-effective. Drawing on years of experience, Ron McCoy uses a disciplined, data-driven approach to help clients identify and reduce hidden costs while focusing on strategies that support long-term growth.
Our articles cover topics such as minimizing fees, consolidating investments, and adjusting strategies to adapt to changing market conditions. Each insight is designed to help you better understand your portfolio and make informed decisions. By regularly reviewing your investments and taking steps to improve efficiency, you can keep your portfolio working harder for your future. Explore our blog for practical tips on building a more streamlined and resilient investment plan.
Not all investment strategies are created equal. Without careful planning, even large portfolios can fall short of their potential, often due to lack of diversification or inefficient tax management. Over time, these issues can have a significant impact on long-term results.
In the Precision Investment Planning section of our blog, we share practical ideas to help you make smarter, more informed investment decisions. With decades of experience, Ron McCoy uses a disciplined, research-based approach to support clients in building well-balanced, tax-efficient portfolios that aim to grow and protect wealth.
Our articles explore ways to identify and address concentrated risks, use dividend reinvestment for compounding, and consider thoughtful strategies to manage volatility. You’ll also find tips on coordinating withdrawals and minimizing unnecessary taxes. Each insight is designed to help you better understand your investment options, so you can make choices that align with your goals. Visit our blog to learn how careful planning and regular portfolio reviews can support a stronger financial future.
As a proud Pillar One Advisor for the Oxford Club, Freedom Capital Advisors is committed to serving the unique needs of Oxford Club members. With decades of experience and a deep understanding of the Club’s investment philosophy, Ron McCoy provides guidance and strategies tailored to support your financial goals.
In this section, Oxford Club members can access insights, educational resources, and updates designed specifically for the Club’s community. Whether you’re seeking to refine your investment approach, explore new opportunities, or simply stay informed, you’ll find relevant content to help you make confident decisions. Our commitment is to provide you with the trusted support and expertise you expect as a member of the Oxford Club.
If you have questions or want to discuss your financial plan, we invite you to connect with us directly for personalized guidance.
Liquidity events, such as selling a business or receiving a large stock payout, can be defining moments for your financial future. However, without careful planning, significant portions of these proceeds can be lost to taxes, market swings, or avoidable mistakes. These challenges highlight the importance of thoughtful, tax-efficient strategies when navigating major financial transitions.
In the Liquidity Event Strategies section of our blog, we offer practical guidance on how to prepare for and make the most of these opportunities. Drawing on decades of experience, Ron McCoy’s approach centers on clear, data-driven planning to help investors preserve more of their wealth and avoid common pitfalls.
Our articles cover essential topics like preparing in advance, reviewing your options, and managing risks during and after a liquidity event. By understanding the process and working with trusted professionals, you can help ensure your liquidity event becomes a lasting foundation for future success. Explore our blog for insights and tips to guide you through these important financial milestones.