Yocum Wealth · Issue 005 · July 2026
Notes from 2026.
Plain-spoken commentary on markets, planning, and the things that actually move the needle for long-term investors. Written, not generated — by Greg Yocum, CFP®, AIF®.
Notes — 2026
5 entries
- № 005 Roth conversions in low-income retirement years The five-year window most retirees miss — and how to model the trade-off without giving up your tax bracket. →
- № 004 What changed in 2026 that your tax return doesn’t know yet A quiet update with loud implications for high earners and business owners — and three actions worth taking before year-end. →
- № 003 The conversation most families postpone, and the cost of waiting Modeling care costs honestly, before they become an emergency — and why hybrid policies deserve a second look. →
- № 002 Three questions to ask before you sell anything A simple checklist that has saved more portfolios than any allocation change. Print it. Keep it near your trading screen. →
- № 001 The case for boring. Why the next decade rewards patience over prediction — and what we're doing about it across client portfolios. →
Showing 5 of 5 notes