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Rick Kahler: When is 'financial planning' not financial planning? Thu, May 19, 2022 ....Then I notice the incongruency because in almost every case, the ads are being run by companies that sell financial products or are owned by huge insurance companies..... Read More
By Scott Waltman - Abdeen News

CFA Society of Orlando presents the Investors First Podcast: Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes
CFA Society of Orlando presents the Investors First Podcast: Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes Tue, Mar 15, 2022 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. Read More
By CFA Society of Orlando

When it Comes to Your Financial Plan, You Can't Trust a Computer
When it Comes to Your Financial Plan, You Can't Trust a Computer Tue, Jan 04, 2022 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. Read More
By Lisa Brown (seen on Yahoo Finance)

The Most Important Questions For Your First Meeting With A Financial Advisor
The Most Important Questions For Your First Meeting With A Financial Advisor Wed, Dec 01, 2021 ......This is true for any financial situation, including those outside of losing a partner or spouse. Start by finding a fiduciary, fee-only advisor, ideally someone who is a Certified Financial Planner™, so you’ll know you’re in the hands of a prof... Read More
By Stacey Francis as seen at Forbes.com

SEC Slams Almost All Robo-Advisors With Deficiency Letters
SEC Slams Almost All Robo-Advisors With Deficiency Letters Thu, Nov 11, 2021 As the number of robo-advisors explodes, the Securities and Exchange Commission has honed its examinations on interactive digital investment advisors, including those that offer discretionary advice, uncovering a wide swath of deficiencies at almost ... Read More
By TRACEY LONGO

Elimination Of Stepped-Up Basis Looks Unlikely, Schwab Lobbyist Says
Elimination Of Stepped-Up Basis Looks Unlikely, Schwab Lobbyist Says Thu, Jun 10, 2021 President Biden’s proposal to eliminate the step-up in basis for calculating inheritance taxes is getting the cold shoulder from both Democrats and Republicans, Schwab’s top Washington D.C. lobbyist told advisors today....... Read More
By Tracey Longo

How to choose a financial advisor: 6 tips for finding the right one
How to choose a financial advisor: 6 tips for finding the right one Fri, May 21, 2021 “Ultimately, you need to feel confident in the advisor’s competency, objectivity, and their responsiveness to your needs,” says Van Sant. “The advisor-client relationship, like many relationships, is built on trust and communication, so doing the pro... Read More
By James Royal at bankrate.com

How to Possibly Pay 0% in Taxes on Your Taxable Investment Gains
How to Possibly Pay 0% in Taxes on Your Taxable Investment Gains Thu, Apr 29, 2021 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... Read More
By by: Mike Piershale (as seen at Kiplinger.com)

New Investors Discover Tax Pitfalls of Robinhood and Other Trading Apps
New Investors Discover Tax Pitfalls of Robinhood and Other Trading Apps Mon, Apr 19, 2021 Common tax-minimizing strategies are difficult or impossible to implement on the trading platforms that have boomed in popularity in the past year. Read More
By Laura Saunder in WSJ

The 3 things millionaires are doing today to maintain and grow their net worth
The 3 things millionaires are doing today to maintain and grow their net worth Fri, Mar 12, 2021 Financial planning, passive income and investing: The three ways millionaires build their net worth. Read More
By by Elizabeth Gravier

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