Create a clear roadmap to financial success with comprehensive planning tailored to your unique life goals.
Our process invests the time needed to understand what matters to you in order to deliver a personalized strategy that fits seamlessly (like a well-chosen pair of ski boots). Every recommendation we craft is intentional, guiding you confidently toward your long-term vision.
As your trusted advisors, we provide solutions that enhance your plan and adapt as your life evolves, keeping it finely tuned with regular updates. We are always within reach, offering steady guidance to keep you on course. With us by your side, you’ll feel prepared and assured, ready to step into a secure and rewarding financial future.
To be on the “Inside Edge” means having access to expert financial guidance, tailored strategies, and proactive support that positions you ahead of the curve. It’s about gaining the advantage of personalized insights and innovative solutions that empower you to make confident, informed decisions. At Inside Edge, we work to ensure you’re always in the best position to achieve your financial goals and navigate life’s complexities with clarity and confidence.
Your goals drive everything we do, enabling us to craft personalized service and recommendations tailored to you. As you share your savings and retirement vision, we’ll shape decisions that match your top priorities, be it a comfortable lifestyle, gifting, or simply peace of mind.
With your financial goals and parameters guiding us, we craft your portfolio in order to meet your objectives and actively managing your investments for you, making changes as your circumstances evolve over time.
Our tax planning services begin with a review of your tax returns alongside your financial plan. From there, we identify strategies to optimize your investment choices, retirement withdrawals, and wealth transfers, leveraging investment-related tax opportunities available to you.
Our tax planning services begin with a review of your tax returns alongside your financial plan. From there, we identify strategies to optimize your investment choices, retirement withdrawals, and wealth transfers, leveraging investment-related tax opportunities available to you.
We collaborate with your attorney to integrate your estate plan seamlessly into your overall financial strategy, ensuring your legacy and philanthropic wishes are fulfilled precisely as you envision, for your peace of mind.
Your goals drive everything we do, enabling us to craft personalized service and recommendations tailored to you. As you share your savings and retirement vision, we’ll shape decisions that match your top priorities, be it a comfortable lifestyle, gifting, or simply peace of mind.
Our tax planning services begin with a review of your tax returns alongside your financial plan. From there, we identify strategies to optimize your investment choices, retirement withdrawals, and wealth transfers, leveraging investment-related tax opportunities available to you.
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We meet to learn more about each other and explore your financial objective and goals. After one or two meetings, we all take a moment to reflect and decide if we’re the perfect team to charge toward your future.
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As Chief Operating Officer at Inside Edge Capital, Kyle guides clients toward their financial aspirations with expertise and care. With over a decade of experience as a Certified Financial Planner (CFP®), wealth advisor, entrepreneur, and investor, he designs personalized strategies to grow wealth, plan for retirement, or build a lasting legacy tailored to each client’s vision.
Kyle holds degrees in economics and financial planning from Texas Tech University, blending analytical depth with practical insight.
He lives in his hometown of Austin, TX with his wife, Kat, and their many pets. He enjoys staying active with community, following markets, playing golf and basketball, tending to his garden and chickens, and traveling.
Todd Gordon is the Co-Founder and Director of Investments at Inside Edge Capital. He lives in Saratoga Springs, NY with wife Tricia, twin boys Jake and Brody, and their youngest Eden Rose.
He spent his youth leading an active lifestyle in upstate NY playing many sports, but excelling in alpine ski racing. His senior year he was one of the top ranked skiers in New York state. Todd’s love for the markets began at an early age. The day he turned 18 he was finally able to open his first E-trade account during the tech bubble of the late 90’s. Reading, studying, and following gurus on the internet he attempted to day trade via an AOL dial-up modem. It didn’t go so well, but he was hooked. Ask his parents about the first phone bill they received (they didn’t realize it was a long distance phone call to be connected to the internet).
Todd began college at St. Lawrence University in far upstate NY where he pursued a degree in economics, competed on their division-I alpine ski racing team, and continued to trade and study the markets. After a while Todd came to two realizations; first he was never going to be competitive at that elite level against future olympians, and second, he knew exactly where his career was headed, he was going to be a trader.
Opting to be financially prudent and reduce student loan burden, Todd transferred away from the expensive private school to the more reasonably priced U at Albany to continue studying economics. Todd will tell you he has not used his economics degree one single day in his 21-year career in the markets (he recommends psychology and history for aspiring traders / investors).
Following college he took his first job as a professional trader in San Diego, CA and eventually made his way back east to Forex.com / Gain Capital on Wall St in New York working as a Sr Technical Analyst and trader for the parent company’s hedge fund. The move was very timely as just a few years into his new role the global financial crisis started in 2007.
Todd made a name for himself on social media and his initial interviews on BNN and CNBC by successfully trading and navigating the extreme market volatility with full transparency and devotion to his readers.
With momentum behind him in 2011 Todd left the corporate world and ventured on his own to start his own research and trading advisory business named TradingAnalysis.com. TradingAnalysis still operates today led by an incredible team he’s built over the last decade that continues to serve active trading clients around the world.
Todd’s dream was to evolve from the education, research, and trading advisory model to a more intimate client-facing model of wealth management. In 2018, recognizing that the RIA / wealth management model was booming and headed online, Todd begged his beautiful wife Tricia to allow him to move the family away from New Jersey back to Saratoga Springs.
Todd has been a CNBC contributor since 2010 and continues to provide actionable, insightful, and light-hearted commentary for CNBC. He is known for blending technical and fundamental analysis to interpret the ever-changing market landscape to produce specific trading and investment ideas for CNBC viewers and his clients. He has appeared on various shows such as CNBC Fast Money Halftime show, Fast Money, Power Lunch, Squawk Alley, Squawk on the Street, Money in Motion, and the CNBC Stock Draft. He’s also appeared on Squawk Box multiple times, and also had the opportunity to sit in for Andrew Ross Sorkin as the host to conduct interviews.
Todd considers himself extremely lucky to have spent the past 2-decades in the financial markets and financial media doing a job he loves very much. He is very excited to enjoy the same success and satisfaction in the next evolution of his career with wealth management in the coming decades.
