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Beyond the Basics: Estate Planning Mistakes Part 1
Beyond the Basics: Estate Planning Mistakes Part 1 Wed, Sep 25, 2024 Beyond the Basics: Estate Planning Mistakes Part 1: Real life examples of what not to do. Read More
By Michael T. Koenig, CFP®, J.M.

The Investors First PodCast: Jeremy Schwartz, CFA on Currency Hedging, Legacy of Professor Siegel & Innovation of ETF's
The Investors First PodCast: Jeremy Schwartz, CFA on Currency Hedging, Legacy of Professor Siegel & Innovation of ETF's Thu, Sep 05, 2024 Today’s guest is Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree. In this episode, we start by covering Jeremy’s charter holder story. We discuss how he first met Professor Jeremy Siegel while at U Penn and the amazing partnershi... Read More
By CFA Society of Orlando

Scammers have a new tool: Artificial Intelligence (AI)
Scammers have a new tool: Artificial Intelligence (AI) Fri, Aug 16, 2024 Gone are the days of recognizing a scam by its misspellings and bad grammar. Hello AI-generated emails, websites, texts; even phone calls that accurately mimic legitimate people and companies! This blog post delves into the rise of AI-driven threats... Read More
By Melody Koenig, CISM

The Truth About “Retirement Planning”
The Truth About “Retirement Planning” Thu, Aug 08, 2024 The 2020 Mind Over Money survey (1) finds that 77% of Americans feel anxious about their financial situation, with 68% concerned mostly about having sufficient income during retirement. They should be. Read More
By Michael T. Koenig, CFP®, J.M.

The Investors First PodCast: Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill
The Investors First PodCast: Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill Fri, Jul 12, 2024 In this episode, we have the pleasure of hosting Michael Mauboussin, Michael is a highly respected figure in finance, celebrated for his deep insights into decision-making, behavioral economics, and investing. Read More
By CFA Society of Orlando

The Investors First Podcast: Ali Hamed – Contrarian Early-Stage Investing
The Investors First Podcast: Ali Hamed – Contrarian Early-Stage Investing Fri, Jun 07, 2024 In this episode we host Ali Hamed, a Co-Founder and Partner at CoVenture and a prominent figure in venture capital and alternative investments. With a background in finance and technology, Ali brings strategic insights to early-stage investing. Hamed... Read More

Why You Want To Spend Your IRA Money Before You Die
Why You Want To Spend Your IRA Money Before You Die Tue, Apr 30, 2024 Prior to 2020, passing wealth from generation to generation through an IRA was a straightforward strategy. A family could take a pot of money and grow it tax-free or tax-deferred, passing it down the family tree. Read More
By Christopher Smith as seen at Clark Howard.com

The 6% commission on buying or selling a home is gone after Realtors association agrees to seismic settlement Fri, Mar 15, 2024 The 6% commission, a standard in home purchase transactions, is no more. In a sweeping move expected to dramatically reduce the cost of buying and selling a home, the National Association of Realtors announced Friday a settlement with groups of ho... Read More
By David Goldman and Anna Bahney, CNN

Tax Season Security Tips
Tax Season Security Tips Thu, Feb 29, 2024 An uptick in cybercrime adds to tax time stress, but you can protect yourself and your identity. Read More
By staysafeonline.org

Vikram Mansharamani on Developments to Watch Over the Next Five Years
Vikram Mansharamani on Developments to Watch Over the Next Five Years Mon, Feb 05, 2024 Our returning guest today is Vikram Mansharamani, a global trend-watcher who shows people how to anticipate the future, manage risk and spot opportunities. In today’s episode, Vikram updates us on what’s been a busy three years since he first came on... Read More
By The Investors First Podcast

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