The Truth About “Retirement Planning”
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.
Articles, Insights & More
Scammers have a new tool: Artificial Intelligence (AI)
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 and offers practical advice on how to keep yourself protected.
The Investors First Podcast: Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill
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.
Why You Want To Spend Your IRA Money Before You Die
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.
The Investors First Podcast: Ali Hamed – Contrarian Early-Stage Investing
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's track record of success and commitment to fostering entrepreneurship make him a key player in shaping the startup ecosystem.
Tax Season Security Tips
An uptick in cybercrime adds to tax time stress, but you can protect yourself and your identity.
Vikram Mansharamani on Developments to Watch Over the Next Five Years
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 the… Hosted by FirsTrust's Chris Cannon and…….
The Investors First Podcast: Howard Marks – Investing During a Regime Change
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).