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What You Need to Know Before Lending Money to Family
What You Need to Know Before Lending Money to Family Thu, Jan 21, 2021 ......Carefully consider what you’re entering into and take the time to determine whether the arrangement makes sense from a relational perspective and in terms of wealth planning....... Read More
By by Peter Lazaroff

What Does a Democratic-Controlled Congress Mean for Financial Planning? Here’s What to Expect
What Does a Democratic-Controlled Congress Mean for Financial Planning? Here’s What to Expect Tue, Jan 19, 2021 ........It also means heightened enforcement around conflicts of interests through the SEC’s Regulation Best Interest rule that went into effect last year to restrict unsavory practices by brokers and making sure they put clients’ interests ahead of ... Read More
By Reshma Kapadia in Barron's

The Types of Fiduciary Financial Advisors
The Types of Fiduciary Financial Advisors Thu, Dec 17, 2020 Here we talk about the requirements to call yourself a fiduciary and the different types of fiduciary financial advisors, including: Fee-only fiduciaries. Certified financial planner fiduciaries. Registered investment advisor fiduciaries. Retir... Read More
By U.S. News and World Report

CFA Society of Orlando - Investors First Podcast with Michael Falk, CFA & Chris Cannon, CFA: 6 Deadly Sins of Investing
CFA Society of Orlando - Investors First Podcast with Michael Falk, CFA & Chris Cannon, CFA: 6 Deadly Sins of Investing Thu, Nov 05, 2020 CFA Society of Orlando Investors First Podcast with Michael Falk, CFA and Chris Cannon, CFA discussing the 6 deadly sins of investing. Read More

OPINION - ADVISOR INSIGHT Op-ed: Investors need to know exactly what being a ‘fiduciary’ advisor means
OPINION - ADVISOR INSIGHT Op-ed: Investors need to know exactly what being a ‘fiduciary’ advisor means Tue, Nov 03, 2020 Investors need to ask a financial advisor if they work as a fiduciary at all times. Also, ask your advisors to sign a “Fiduciary Oath” drafted by the Committee For The Fiduciary Standard to make sure that they meet the five core fiduciary principles. Read More
By Stacey Francis as seen at CNBC.com

6 Pros and Cons of Choosing a Fee-Only Financial Advisor as seen in US News and World Report
6 Pros and Cons of Choosing a Fee-Only Financial Advisor as seen in US News and World Report Wed, Sep 30, 2020 Fee-only financial planners come with certain advantages and disadvantages that investors should consider. Read More
By Rebecca Lake

What is a Fiduciary Financial Advisor?
What is a Fiduciary Financial Advisor? Wed, Sep 02, 2020 A fiduciary is defined by the legal and ethical requirement to put your best interest before their own. Read More
By U.S. News and World Report

The Truth About Financial Advisors’ Services And Fees
The Truth About Financial Advisors’ Services And Fees Tue, Sep 01, 2020 So, you have decided you want to leave the DIY behind and get some help with your money. That is until you start searching and find that you need a degree in finance just to understand the different types of services and fees. Save yourself some t... Read More
By as seen in Forbes

2020 VOLUNTEER OF THE YEAR AWARD WINNERS
2020 VOLUNTEER OF THE YEAR AWARD WINNERS Tue, Aug 25, 2020 As a former president and long-time board member, Chris Cannon has a deep history with CFA Society Orlando. He has also served on the CFA Institute US Advocacy Advisory Council and the CFA Institute Annual Conference Committee. Most recently, he serv... Read More
By CFA Institute

How To Choose A Financial Advisor as seen in Forbes
How To Choose A Financial Advisor as seen in Forbes Fri, Aug 14, 2020 .......Do you need help managing your money? If you’re like many Americans, you might need a hand. According to the National Financial Education Council, a lack of personal finance knowledge costs the average American $1,200 a year. Read More
By Jason Schmidt

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