Howard Marks of Oaktree Capital Management discusses investing during a regime change. Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & guest host Chris Cannon, CFA (Chief Investment Officer, FirsTrust).
On October 5, 2023, Investors First Podcast hosted Professor Aswath Damodaran, who spoke about how Aswath gained his love for teaching and how it led to him becoming an expert in valuation.
On October 5, 2023, we host Phil Hayes, The ESOP Guy, where we speak about how Phil went from banker to Managing Partner of a large regional accounting firm (as a non-CPA) to now becoming an expert in ESOPs.
Our guest Peter Atwater, President of Financial Insyghts and an adjunct professor at William & Mary and the University of Delaware, studies the impact of changing confidence on consumer decision-making, using his research to advise investors.
The Investors First Podcast on August 3, 2023: NewEdge Wealth’s Cameron Dawson on the State of the Markets, co-hosted by Chris Cannon, CFA and Colby Donovan, CFA
The damage an overreliance on financial jargon can do to participant confidence and, by extension, the advisor’s business is well-documented. Still, a new survey brings it (yet again) into stark relief. It might make the advisor sound smart while making the client anxious and overwhelmed, and some argue it’s intentional. If they keep it complicated, consumers think they need advisors to sort it all out.
FirsTrust's CIO, Chris Cannon, co-hosts the CFA Society Orlando Investors First Podcast: Jan van Eck: Back to School, a Lesson in Financial History.
While a Roth IRA is an excellent tax strategy, that doesn’t mean you should underestimate the benefits of a traditional tax-deferred retirement account.
