Paul Smith, CFA & Chris Cannon, CFA – COVID-19: Around the World and Back Again
CFA Society Orlando's Investors First Podcast titled "COVID-19: Around the World and Back Again."
Articles, Insights & More
Webinar on the Global Search for Alpha: All Roads Lead to Emerging Markets
Emerging market economies have been hit by pandemic-related lockdowns, capital outflows, reduced demand for exports, a commodity price shock, and the global disruption of supply chains. Policy makers have responded with aggressive approaches and new tools; signs that these programs are effective suggest that emerging market economies could be more resilient than their developed counterparts burdened with higher debt levels, aging demographics, and deflationary pressures. Yusko will discuss places where investors will not just survive, but thrive in a post-pandemic world — all roads lead to emerging markets when searching for alpha in the New Abnormal.
Don't Let Coronavirus Derail Your Retirement
Focus on "Fee-Only" professionals who have earned the CFP® designation. They are paid for expertise, not for sales, and they offer comprehensive planning services. You can find candidates by searching…… napfa.org (the National Association of Personal Financial Advisors)…….
Five Things You Need to Know to Start Your Day
Trump pushes for fast economic reopening, EU faces deepest downturn in its history and Treasury to announce a lot of new debt issuance.
Ethics Challenge hosted by the CFA® Societies of Florida
FirsTrust's own Chris Cannon serving as chairman, organizer and Master of Ceremonies
Year-End Financial Checklist to Prevent Tax Penalties and Missed Planning Opportunities
Several significant tax and savings deadlines are fast approaching. Before you flip your calendar to December, consider making some of these smart money moves.
Hiring a Fee-Only Financial Planner? Here’s What You Need to Look for First ( @ Clark Howard.com )
…….According to Barron’s magazine, some $17 billion is lost in retirement savings every year simply because dishonest financial advisors steer their clients toward investments that meet general suitability requirements but aren’t in the best interests of their client base. Why? These investments pad the advisor’s pocket with fat commissions. So now more than ever — in the absence of an official fiduciary rule requiring advisors to put their clients’ interest above their own — you have to be sure your advisor clearly discloses any conflicts of interest upfront before you agree to do business with them. That’s where Form ADV comes into play…
Fee-OnlyNetwork.com – Fee-Only, Fiduciary, Independent
The only financial planner or investment manager that can offer truly objective advice is an independent advisor operating under a strict Fee-Only compensation model.