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How to Find a Financial Adviser
How to Find a Financial Adviser Wed, Jan 04, 2023 ......And while we’re on the topic of ethics: Fiduciaries are required by law to put your interests before their own.. In addition to that, a subset of fiduciary firms are fee-only, which means they don’t sell any products or services beyond their r... Read More
By as seen at Kiplinger.com

The Best and Worst Ways To Spend Your Year-End Bonus
The Best and Worst Ways To Spend Your Year-End Bonus Tue, Dec 06, 2022 Good news for employees: Even though 2020 and 2021 have been distinctly different from years past, full of economic strife due to the global pandemic, more employers are opting to give year-end bonuses. So if you're one of the fortunate workers who's... Read More
By Cynthia Measom in Yahoo Finance

‘Fee based’ vs. ‘fee only’ financial planners: There’s a big difference
‘Fee based’ vs. ‘fee only’ financial planners: There’s a big difference Wed, Nov 09, 2022 .....Such advisors often call themselves “fee based,” hoping you’ll confuse them with “fee only” planners. Fee-only planners are compensated only by the fees you pay; they don’t accept commissions or other compensation that could influence their advi... Read More
By Liz Weston in LA Times

How to Pick a Financial Advisor
How to Pick a Financial Advisor Wed, Nov 09, 2022 This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose Read More
By Bernice Napach in WSJ

How to Find a Fee-only Financial Advisor – And Why it Matters
How to Find a Fee-only Financial Advisor – And Why it Matters Tue, Sep 13, 2022 ....I recommend that you limit your search to fee-only financial advisors. They are more likely to put your financial interests ahead of their own since they don’t earn commissions from selling you products and services.... Read More
By Kevin Mercadanta

CFA Society of Orlando Announces New Board of Directors
CFA Society of Orlando Announces New Board of Directors Tue, Jul 26, 2022 The CFA Society of Orlando is pleased to announce their new Board of Directors including FirsTrust's Chief Investment Officer, Chris Cannon, CFA ... Read More
By CFA Society of Orlando

How to Choose a Financial Advisor That's Right for You
How to Choose a Financial Advisor That's Right for You Fri, Jun 10, 2022 .....Many professional associations have large directories. For example, the National Association for Personal Financial Advisors lists fee-only, fiduciary planners.... Read More
By Rachel Lynn CBS News Money Watch

Rick Kahler: When is 'financial planning' not financial planning?
Rick Kahler: When is 'financial planning' not financial planning? Thu, May 19, 2022 ....Then I notice the incongruency because in almost every case, the ads are being run by companies that sell financial products or are owned by huge insurance companies..... Read More
By Scott Waltman - Abdeen News

Liz Weston: 3 Tasks for New Retirees That Will Pay Off Later
Liz Weston: 3 Tasks for New Retirees That Will Pay Off Later Wed, Mar 30, 2022 After a working lifetime of alarm clocks and meetings, you might be looking forward to a lot more unstructured time once you retire. But taking care of one more to-do list early on can set you up for a better retirement. Read More
By Liz Weston of Nerdwallet | AP

CFA Society of Orlando presents the Investors First Podcast: Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes
CFA Society of Orlando presents the Investors First Podcast: Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes Tue, Mar 15, 2022 In this episode of Investors First Podcast Jason Zweig will compare traders vs. investors and discuss the gamification of investing, time on device, and the boredom market hypothesis. Read More
By CFA Society of Orlando

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