WELCOME TO THE
PERSONAL CFO
Our founder, Kyle Walters, talks about how to protect and invest your most valuable resources.
Your Money
Your Energy
Your Time
Let's get started.
Play trailer
Subscribe for updates
The CFO Signal
Interview with Kyle Walters, The Personal CFO
Tax Planning
Should You Use Cash Or Stocks In Your Donor Advised Fund?
Smart Giving: Optimize Taxes with Donor-Advised Funds
The Costly Mistake of Putting Your Home in an Irrevocable Trust
Unrealized Capital Gains Tax: Separating Fact from Fiction
Roth Conversion: The Crucial Role of Your Beneficiary's Tax Rate
From 3% to 8%: Understanding the Surge in IRS Penalty Rates
0% Capital Gains for Retirees
How Trusts Are Taxed - The 37% Surprise
2024 Tax Bracket Changes: What Investors Need to Know
Investing
Global vs. US Stocks: How to Protect Your Portfolio
The Secret Driver Behind 2024 S&P 500 Gains: Multiple Expansion Explained
S&P 500 2025 Price Targets Revealed
Warren Buffett's $300 Billion Cash Pile: What Does It Mean for Investors?
The Dow Jones: Exciting for the Media, Misleading for Investors
Turning Market Uncertainty Into Inevitable Returns
Understanding Election Results and Stock Market Performance
How to Navigate Low Expected Returns in the US Stock Market
Goldman Sachs Predicts 3% Returns: What It Means for Your Portfolio
The Myth Of "Average" Returns In The Stock Market
Is The Stock Market Headed For A Lost Decade?
Democrats Vs Republicans - Long Term Performance Comparison
Election Month Insights: How Much Should You Worry About Market Swings?
Costco vs. Nvidia: Which Stock is the Safer Bet?
Understanding Yield Curves: What the End of Inversion Means for Investors
What to Do (and Not Do) After a Financial Windfall
Why Your Savings Account May Be Costing You Money
Timing is Everything: Navigating the Critical Early Years of Retirement
Vanguard's Mid-Year Market Outlook: Key Takeaways for Long-Term Investors
A Century of Returns: Stocks vs. Bonds vs. Inflation
Understanding Market Extremes: Strategies For Long-Term Investors
The Hidden Risks of High Growth Stocks: What History Tells Us
How to Get Better Returns with Less Risk: The Inverted Yield Curve Explained
Navigating Bond Rates: What Long-Term Investors Need to Know
Growth vs. Value Investing: What Retirees Need to Know
Cash Management Mistakes: Are You Missing Out?
Are Taxes Going Up For Long-Term Investors?
The 35 Year Asset Allocation Opportunity
Prediction - The Market Will Drop
Will The Fed Cut Rates?
What Happens If You Retire And Your Investments Underperform?
Two Decades as a Financial Advisor: Three Investment Principles
Risks in the Bond Market: Short-Term Versus Long-Term Bonds
Unexpected Insights From Vanguard's 10-Year Forecast
The Hidden Danger Of High Market Returns
Are "Expert" Market Predictions Really Helpful?
Renting vs. Buying in 2024: A Financial Breakdown You Can't Ignore
Should You Buy The Buzz In Tech Stocks?
Should You Invest Like Rip Van Winkle?
What Do Index Funds And Prescription Drugs Have In Common?
Is GDP Linked To The Stock Market?
How Did The Expert Predictions Do In 2022?
Should You Pay Attention To Stock "Buy" Ratings?
How Do Markets Perform After Really Bad Years?
A Surprising Way To Make (Or Lose) Money In Emerging Markets
What Happens When Investors Change Their Minds?
Should You Invest In High Yield Bonds?
The Yield Curve: What Every Bond Investor Should Know
Earnings Recession
182 Year Payback?? What You Need To Know About Stock Ratios.
Forget The Charts - This Headline Explains What's Important.
Apple vs. Russell 2000: A Modern David and Goliath Tale
What's The Most Important Decision To Make In A "Calm" Market?
Quality Or Junk: An Investor's Guide To Stock And Bond Markets
Equal Returns for All: Deciphering the Unprecedented 5% Yield
Looking To Invest Internationally? Which Countries Stand Out?
2020 Vision: Would Knowing the Future Improve Your Investment Returns?
The $34 Trillion Question: Does National Debt Impact Your Investments?
What Happens When Investors Change Their Mind?
2024 Market Predictions
A Guide To Stock And Bond Market Returns
Investing in Election Years: Understanding Political Impact on Returns
Understanding Stock Market Patterns: A Visual Guide to 2023's Highs and Lows
Unexpected Insights From All-Time Market Highs
Can You "Wait It Out" To Recover Losses In Bonds?
The Magnificent Seven: Market Leaders or Overvalued Stocks?
The One Thing To Know Before Investing In Private Markets
Successful Investing: Simple But Not Easy
Why Bad News For Schwab Is Good News For Investors
Can A Playground Toy Help Us Understand Risk?
Inflation, Recession, And A Bear Market - Here We Go Again
How does the price you pay impact your future returns?
Demystifying Government Shutdowns: What Every Investor Should Know
Vanguard's Prediction Ratio: Navigating Value vs. Growth in Investing
Beating the S&P 500 vs Achieving Your Goals
How Are Prices and Returns Linked? Learn About The 10% Difference
Show Me the Money: Unraveling Equity Risk Premium with Tom Cruise
Retirement Planning
Social Security 2024: Navigating the COLA Decline from 9% to 3%
5 Reasons To Retire As Soon As You Can
Social Security Strategy: When More Isn't Always Better
Dividends Or Interest For Income? One Chart All Investors Need To See
Estate Planning
Warren Buffett's Estate Planning Advice Every Investor Should Hear
Should You Make Your Trust The Beneficiary Of Your IRA?
Should You Put Your Home In A Trust?
How Trusts Are Taxed - The 37% Surprise
Choosing Your Trustee: Friends, Family, Or Professionals?
Should You Dissolve Your Trust?
What Is A Living Trust And What Are the Benefits?