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The 6% commission on buying or selling a home is gone after Realtors association agrees to seismic settlement Fri, Mar 15, 2024 The 6% commission, a standard in home purchase transactions, is no more. In a sweeping move expected to dramatically reduce the cost of buying and selling a home, the National Association of Realtors announced Friday a settlement with groups of ho... Read More

By David Goldman and Anna Bahney, CNN

CFA's Investors First PodCast with Aswath Damodaran: Unmasking ESG Thu, Nov 02, 2023 On October 5, 2023 Investors First PodCast hosted Professor Aswath Damodaran, where they spoke about how Aswath gained his love for teaching and how it led to him becoming an expert in valuation. Read More

How will Social Security impact your future? As seen at AARP online Thu, Oct 19, 2023 Whether you’re concerned about paying bills or expect to live comfortably during retirement, AARP’s Social Security Resource Center provides answers and guidance to help you make the best choices for your situation. Read More

By AARP Online Magazine

Quit Using 401(k) Financial Jargon, Once and For All Wed, Jun 28, 2023 ...........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 smar... Read More

By John Sullivan

Are Roth IRAs Really as Great as They’re Cracked Up to Be? Thu, May 18, 2023 ".......In reality, the Roth is just another tax strategy with pros and cons like all the others. If you choose to save your retirement dollars in a Roth IRA or Roth 401(k) instead of a traditional IRA or 401(k), you will be giving up some tax breaks... Read More

By Edward F. Downey as seen at Kiplinger.com

The Investors First Podcast: Jan van Eck, VanEck: Back to School, A Lesson in Financial History Presented by CFA Society Orlando Thu, May 04, 2023 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. Read More

Are Roth IRAs Really as Great as They’re Cracked Up to Be? by Edward F. Downey in Kiplinger Fri, Apr 28, 2023 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. Read More

How to Find a Financial Adviser Wed, Jan 04, 2023 ......And while we’re on the topic of ethics: Fiduciaries are required by law to put your interests before their own.. In addition to that, a subset of fiduciary firms are fee-only, which means they don’t sell any products or services beyond their r... Read More

By as seen at Kiplinger.com

The Best and Worst Ways To Spend Your Year-End Bonus Tue, Dec 06, 2022 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... Read More

By Cynthia Measom in Yahoo Finance

‘Fee based’ vs. ‘fee only’ financial planners: There’s a big difference Wed, Nov 09, 2022 .....Such advisors often call themselves “fee based,” hoping you’ll confuse them with “fee only” planners. Fee-only planners are compensated only by the fees you pay; they don’t accept commissions or other compensation that could influence their advi... Read More

By Liz Weston in LA Times

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