How to Possibly Pay 0% in Taxes on Your Taxable Investment Gains
Don’t miss out: Certain people with low enough taxable income can sell stocks or mutual funds to convert their taxable gains into tax-free money. Here’s how…
Tag: Investment Management
The Best and Worst Ways To Spend Your Year-End Bonus
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 receiving one, you can rest a little easier knowing there's more money going into your bank account.
Paul Smith, CFA, and Chris Cannon, CFA – COVID-19: Around the World and Back Again
This episode features two guests. The first is Paul Smith, who was previously the President and CEO of the CFA Institute. Paul has more than 25 years of relevant financial services leadership experience in many aspects of the investment management industry. The second is Chris Cannon, who is the Chief Investment Officer of FirsTrust, an RIA in Daytona Beach, Florida. He is also a board member and the Advocacy Chair for the CFA Society of Orlando.
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 and Chris Cannon, CFA discussing the 6 deadly sins of investing.
CFA Society of Orlando presents the Investors First Podcast: Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes
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.
When It Comes to Your Financial Plan, You Can't Trust a Computer
At my annual physical exam recently, the doctor took my vital signs, reviewed my medical records, and after reading my EKG results, said, “Well the computer says you’re having a heart attack.” But the computer was wrong.
New Investors Discover Tax Pitfalls of Robinhood and Other Trading Apps
Common tax-minimizing strategies are difficult or impossible to implement on the trading platforms that have boomed in popularity in the past year.
Cyber Risk Mitigation
What is cyber risk and what can we do about it? Melody Koenig, Chief Information Security Officer (CISO) at FirsTrust, LLC explains how to be more aware of your personal cyber risk and ways for mitigation.