https://www.financialteam.com/blog/what-fee-only-really-means FirsTrust Financial Insights en 2026-03-06 What "Fee-Only" Really Means — And Why Your Advisor's Compensation Model Matters Resource Center https://www.financialteam.com/blog/brent-sullivan-of-the-tax-alpha-insider-on-the-investors-first-podcast FirsTrust Financial Insights en 2026-03-04 Brent Sullivan of The Tax Alpha Insider on the Investors First Podcast Firm News & Updates, Podcast https://www.financialteam.com/blog/joe-davis-podcast FirsTrust Financial Insights en 2026-02-06 Joe Davis of Vanguard on the Investors First Podcast: AI, Index Investing, and What Comes Next Firm News & Updates, Podcast https://www.financialteam.com/blog/rick-rieder-blackrock-investors-first-podcast-2026-outlook FirsTrust Financial Insights en 2026-01-08 Rick Rieder of BlackRock on the Investors First Podcast: Fixed Income, Risk Management, and the 2026 Market Outlook Firm News & Updates, Podcast https://www.financialteam.com/blog/spousal-lifetime-access-trust-slat-explained FirsTrust Financial Insights en 2026-01-01 Spousal Lifetime Access Trust (SLAT) Explained: Use the $30 Million Exemption Resource Center https://www.financialteam.com/blog/when-is-a-financial-advisor-worth-it FirsTrust Financial Insights en 2025-12-24 When Is a Financial Advisor Worth It? 7 Situations Where Expert Help Pays Off Resource Center https://www.financialteam.com/blog/asset-protection-for-physicians FirsTrust Financial Insights en 2025-12-23 Asset Protection for Physicians: How to Shield Your Wealth from Malpractice Liability Firm News & Updates https://www.financialteam.com/blog/how-to-interview-a-financial-advisor-questions-to-ask FirsTrust Financial Insights en 2025-12-17 How to Interview a Financial Advisor: Questions to Ask Resource Center https://www.financialteam.com/blog/cybersecurity-month-2025-staying-safe-in-a-digital-world FirsTrust Financial Insights en 2025-10-15 Cybersecurity Month 2025: Staying Safe in a Digital World Current Events https://www.financialteam.com/blog/first-month-of-retirement FirsTrust Financial Insights en 2025-10-07 How to Make the Most of Your First Month of Retirement Resource Center https://www.financialteam.com/blog/types-of-financial-advisors FirsTrust Financial Insights en 2025-08-20 Types of Financial Advisors Resource Center https://www.financialteam.com/blog/7-alarming-signs-that-your-revocable-living-trust-has-become-outdated FirsTrust Financial Insights en 2025-07-18 7 Alarming Signs That Your Revocable Living Trust Has Become Outdated Resource Center https://www.financialteam.com/blog/here-s-how-to-choose-the-best-financial-advisor-for-your-retirement FirsTrust Financial Insights en 2025-05-28 Here's How to Choose the Best Financial Advisor for Your Retirement Resource Center https://www.financialteam.com/blog/the-best-investing-advice-for-college-grads FirsTrust Financial Insights en 2025-05-13 The Best Investing Advice for College Grads Resource Center https://www.financialteam.com/blog/on-the-fiduciary-duty-of-loyalty-the-nature-of-informed-consent-and-the-requirement-of-substantive-fairness FirsTrust Financial Insights en 2025-03-21 On the Fiduciary Duty of Loyalty, the Nature of Informed Consent, and the Requirement of Substantive Fairness Resource Center https://www.financialteam.com/blog/the-6--commission-on-buying-or-selling-a-home-is-gone-after-realtors-association-agrees-to-seismic-settlement FirsTrust Financial Insights en 2025-03-06 The 6% commission on buying or selling a home is gone after Realtors association agrees to seismic settlement Resource Center https://www.financialteam.com/blog/investors-first-podcast-herb-greenberg-red-flags FirsTrust Financial Insights en 2025-03-06 Investors First Podcast: Herb Greenberg – Red Flags Resource Center, Current Events, Podcast https://www.financialteam.com/blog/lets-go-situs-shopping FirsTrust Financial Insights en 2025-02-14 Let’s Go Situs Shopping Resource Center https://www.financialteam.com/blog/staying-safe-in-the-2025-tax-season--tips-to-protect-your-identity-and-finances FirsTrust Financial Insights en 2025-02-07 Staying Safe in the 2025 Tax Season: Tips to Protect Your Identity and Finances Resource Center https://www.financialteam.com/blog/holiday-shoppers-beware FirsTrust Financial Insights en 2024-12-02 Holiday Shoppers Beware: Not All Online "Bargains" Are Actual Bargains Resource Center https://www.financialteam.com/blog/s-e-c--tells-brokers-to-work-for-you--but-don---t-skip-the-fine-print-as-seen-in-the-new-york-times FirsTrust Financial Insights en 2024-11-14 S.E.C. Tells Brokers to Work for You, but Don’t Skip the Fine Print as seen in The New York Times Resource Center https://www.financialteam.com/blog/beyond-the-basics--estate-planning-mistakes-part-3 FirsTrust Financial Insights en 2024-10-25 Beyond the Basics: Estate Planning Mistakes Part 3 Resource Center https://www.financialteam.com/blog/marko-papic-geomacro-lens-on-u-s-election-china-policy-markets FirsTrust Financial Insights en 2024-10-17 Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets Resource Center https://www.financialteam.com/blog/beyond-the-basics--estate-planning-mistakes-part-2 FirsTrust Financial Insights en 2024-10-15 Beyond the Basics: Estate Planning Mistakes Part 2 Resource Center https://www.financialteam.com/blog/beyond-the-basics--estate-planning-mistakes-part-1 FirsTrust Financial Insights en 2024-09-25 Beyond the Basics: Estate Planning Mistakes Part 1 Resource Center https://www.financialteam.com/blog/the-investors-first-podcast--jeremy-schwartz--cfa-on-currency-hedging--legacy-of-professor-siegel---innovation-of-etf-s FirsTrust Financial Insights en 2024-09-05 The Investors First Podcast: Jeremy Schwartz, CFA on Currency Hedging, Legacy of Professor Siegel & Innovation of ETFs Resource Center, Podcast https://www.financialteam.com/blog/the-truth-about----retirement-planning--- FirsTrust Financial Insights en 2024-08-16 The Truth About “Retirement Planning” Resource Center https://www.financialteam.com/blog/scammers-have-a-new-tool--artificial-intelligence--ai- FirsTrust Financial Insights en 2024-08-16 Scammers have a new tool: Artificial Intelligence (AI) Resource Center https://www.financialteam.com/blog/the-investors-first-podcast-michael-mauboussin-market-concentration-buybacks-luck-vs-skill FirsTrust Financial Insights en 2024-07-12 The Investors First Podcast: Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill Resource Center, Podcast https://www.financialteam.com/blog/why-you-want-to-spend-your-ira-money-before-you-die FirsTrust Financial Insights en 2024-06-06 Why You Want To Spend Your IRA Money Before You Die Resource Center https://www.financialteam.com/blog/the-investors-first-podcast-ali-hamed-contrarian-early-stage-investing FirsTrust Financial Insights en 2024-06-06 The Investors First Podcast: Ali Hamed – Contrarian Early-Stage Investing Resource Center, Podcast https://www.financialteam.com/blog/tax-season-security-tips FirsTrust Financial Insights en 2024-03-05 Tax Season Security Tips Resource Center https://www.financialteam.com/blog/vikram-mansharamani-on-developments-to-watch-over-the-next-five-years FirsTrust Financial Insights en 2024-02-05 Vikram Mansharamani on Developments to Watch Over the Next Five Years Resource Center https://www.financialteam.com/blog/the-investors-first-podcast---howard-marks---investing-during-a-regime-change FirsTrust Financial Insights en 2024-01-04 The Investors First Podcast: Howard Marks – Investing During a Regime Change Resource Center, Podcast https://www.financialteam.com/blog/how-to-find-the-right-financial-adviser FirsTrust Financial Insights en 2023-12-28 How to Find the Right Financial Adviser Resource Center https://www.financialteam.com/blog/schwab-tips-for-preventing-fraud FirsTrust Financial Insights en 2023-11-02 Schwab Tips for Preventing Fraud Resource Center https://www.financialteam.com/blog/cfa-s-investors-first-podcast-with-aswath-damodaran-unmasking-esg FirsTrust Financial Insights en 2023-11-02 CFA's Investors First Podcast with Aswath Damodaran: Unmasking ESG Resource Center, Podcast https://www.financialteam.com/blog/how-will-social-security-impact-your-future--as-seen-at-aarp-online FirsTrust Financial Insights en 2023-10-27 How will Social Security impact your future? As seen at AARP online Resource Center https://www.financialteam.com/blog/investors-first-podcast-with-phil-hayes-berman-hopkins-everything-everywhere-all-at-once-w-the-esop-guy FirsTrust Financial Insights en 2023-10-05 Investors First Podcast with Phil Hayes, Berman Hopkins: Everything Everywhere All at Once with The ESOP Guy Resource Center, Podcast https://www.financialteam.com/blog/the-investors-first-podcast--peter-atwater-----diversifying-by-sentiment--co-hosted-by-firstrust-s-chris-cannon--cfa FirsTrust Financial Insights en 2023-09-14 The Investors First Podcast: Peter Atwater – Diversifying by Sentiment; Co-hosted by FirsTrust's Chris Cannon, CFA Firm News & Updates, Podcast https://www.financialteam.com/blog/the-investors-first-podcast--newedge-wealth---s-cameron-dawson-on-the-state-of-the-markets FirsTrust Financial Insights en 2023-08-03 The Investors First Podcast: NewEdge Wealth’s Cameron Dawson on the State of the Markets Firm News & Updates, Podcast https://www.financialteam.com/blog/quit-using-401k-financial-jargon FirsTrust Financial Insights en 2023-07-04 Quit Using 401(k) Financial Jargon, Once and for All Resource Center https://www.financialteam.com/blog/the-investors-first-podcast-jan-van-eck-vaneck-back-to-school-a-lesson-in-financial-history-presented-by-cfa-society-orlando FirsTrust Financial Insights en 2023-05-29 The Investors First Podcast: Jan van Eck, VanEck: Back to School, A Lesson in Financial History Presented by CFA Society Orlando Firm News & Updates, Podcast https://www.financialteam.com/blog/are-roth-iras-really-as-great-as-they---re-cracked-up-to-be- FirsTrust Financial Insights en 2023-05-29 Are Roth IRAs Really as Great as They’re Cracked Up to Be? Resource Center https://www.financialteam.com/blog/secure-2-0-act-changes-401-k---ira--roth--other-retirement-plan-rules FirsTrust Financial Insights en 2023-03-22 SECURE 2.0 Act Changes 401(k), IRA, Roth, Other Retirement Plan Rules Resource Center https://www.financialteam.com/blog/5-smart-financial-steps-to-take-during-summer-as-seen-in-usnews-and-world-report FirsTrust Financial Insights en 2023-02-05 5 Smart Financial Steps to Take During Summer as seen in U.S. News and World Report Resource Center https://www.financialteam.com/blog/10-smart-steps-to-minimize-taxes-and-penalties-on-your-rmds-by-by-kimberly-lankford--contributing-editor-at-kiplinger FirsTrust Financial Insights en 2023-02-05 10 Smart Steps to Minimize Taxes and Penalties on Your RMDs by Kimberly Lankford, Contributing Editor at Kiplinger Resource Center https://www.financialteam.com/blog/5-ways-to-boost-your-financial-confidence-by-calvin-geotz FirsTrust Financial Insights en 2023-02-05 5 Ways to Boost Your Financial Confidence by Calvin Geotz Resource Center https://www.financialteam.com/blog/26-ways-the-new-tax-law-will-affect-your-wallet--as-seen-in-kiplinger- FirsTrust Financial Insights en 2023-02-05 26 Ways the New Tax Law Will Affect Your Wallet (as seen in Kiplinger) Resource Center https://www.financialteam.com/blog/how-to-choose-a-financial-adviser--6-tips-for-finding-the-right-one FirsTrust Financial Insights en 2023-02-05 How to Choose a Financial Adviser: 6 Tips for Finding the Right One Resource Center https://www.financialteam.com/blog/2020-volunteer-of-the-year-award-winners FirsTrust Financial Insights en 2023-02-05 2020 VOLUNTEER OF THE YEAR AWARD WINNERS Firm News & Updates https://www.financialteam.com/blog/4-questions-you-should-ask-your-prospective-financial-planner-as-seen-in-forbes FirsTrust Financial Insights en 2023-02-05 4 Questions You Should Ask Your Prospective Financial Planner as seen in Forbes Resource Center https://www.financialteam.com/blog/6-pros-and-cons-of-choosing-a-fee-only-financial-advisor-as-seen-in-us-news-and-world-report FirsTrust Financial Insights en 2023-02-05 6 Pros and Cons of Choosing a Fee-Only Financial Advisor as seen in US News and World Report Resource Center https://www.financialteam.com/blog/the-3-things-millionaires-are-doing-today-to-maintain-and-grow-their-net-worth FirsTrust Financial Insights en 2023-02-05 The 3 things millionaires are doing today to maintain and grow their net worth Resource Center https://www.financialteam.com/blog/how-to-possibly-pay-0--in-taxes-on-your-taxable-investment-gains FirsTrust Financial Insights en 2023-02-05 How to Possibly Pay 0% in Taxes on Your Taxable Investment Gains Resource Center https://www.financialteam.com/blog/how-to-choose-a-financial-advisor--6-tips-for-finding-the-right-one FirsTrust Financial Insights en 2023-02-05 How to choose a financial advisor: 6 tips for finding the right one Resource Center https://www.financialteam.com/blog/10-simple-cybersecurity-holiday-tips FirsTrust Financial Insights en 2023-02-05 10 Simple Cybersecurity Holiday Tips Resource Center https://www.financialteam.com/blog/how-to-find-a-financial-adviser FirsTrust Financial Insights en 2023-01-04 How to Find a Financial Adviser Resource Center https://www.financialteam.com/blog/the-best-and-worst-ways-to-spend-your-year-end-bonus FirsTrust Financial Insights en 2022-12-09 The Best and Worst Ways To Spend Your Year-End Bonus Resource Center https://www.financialteam.com/blog/how-to-find-a-fee-only-financial-advisor FirsTrust Financial Insights en 2022-11-09 How to Find a Fee-only Financial Advisor – And Why It Matters Resource Center https://www.financialteam.com/blog/fee-based----vs-----fee-only----financial-planners--there---s-a-big-difference FirsTrust Financial Insights en 2022-11-09 ‘Fee based’ vs. ‘fee only’ financial planners: There’s a big difference Resource Center https://www.financialteam.com/blog/how-to-pick-a-financial-advisor FirsTrust Financial Insights en 2022-11-09 How to Pick a Financial Advisor Resource Center https://www.financialteam.com/blog/paul-smith--cfa-and-chris-cannon--cfa---covid-19--around-the-world-and-back-again FirsTrust Financial Insights en 2022-09-25 Paul Smith, CFA, and Chris Cannon, CFA – COVID-19: Around the World and Back Again Resource Center https://www.financialteam.com/blog/chris-cannon--cfa--cio-at-firstrust--selected-as-a-finalist-for-cfa-institute-s-2020-volunteer-of-the-year-awards FirsTrust Financial Insights en 2022-09-25 Chris Cannon, CFA, CIO at FirsTrust, Selected as a Finalist for CFA Institute's 2020 Volunteer of the Year Awards Resource Center https://www.financialteam.com/blog/cfa-society-of-orlando---investors-first-podcast-with-michael-falk--cfa---chris-cannon--cfa--6-deadly-sins-of-investing FirsTrust Financial Insights en 2022-09-25 CFA Society of Orlando – Investors First Podcast with Michael Falk, CFA & Chris Cannon, CFA: 6 Deadly Sins of Investing Resource Center, Podcast https://www.financialteam.com/blog/liz-weston--3-tasks-for-new-retirees-that-will-pay-off-later FirsTrust Financial Insights en 2022-09-25 Liz Weston: 3 Tasks for New Retirees That Will Pay Off Later Resource Center https://www.financialteam.com/blog/how-to-choose-a-financial-advisor-that-s-right-for-you FirsTrust Financial Insights en 2022-09-25 How to Choose a Financial Advisor That's Right for You Resource Center https://www.financialteam.com/blog/cfa-society-of-orlando-announces-new-board-of-directors FirsTrust Financial Insights en 2022-09-25 CFA Society of Orlando Announces New Board of Directors Resource Center https://www.financialteam.com/blog/rick-kahler--when-is--financial-planning--not-financial-planning- FirsTrust Financial Insights en 2022-05-20 Rick Kahler: When is 'financial planning' not financial planning? Resource Center https://www.financialteam.com/blog/cfa-orlando-investors-first-podcast-jason-zweig FirsTrust Financial Insights en 2022-03-15 CFA Society of Orlando presents the Investors First Podcast: Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes Resource Center, Podcast https://www.financialteam.com/blog/how-inflation-affects-financial-planning FirsTrust Financial Insights en 2022-03-10 How Inflation Affects Financial Planning Resource Center https://www.financialteam.com/blog/when-it-comes-to-your-financial-plan-you-can-t-trust-a-computer FirsTrust Financial Insights en 2022-01-11 When It Comes to Your Financial Plan, You Can't Trust a Computer Resource Center https://www.financialteam.com/blog/the-most-important-questions-for-your-first-meeting-with-a-financial-advisor FirsTrust Financial Insights en 2021-12-01 The Most Important Questions For Your First Meeting With A Financial Advisor Resource Center https://www.financialteam.com/blog/sec-slams-almost-all-robo-advisors-with-deficiency-letters FirsTrust Financial Insights en 2021-11-15 SEC Slams Almost All Robo-Advisors With Deficiency Letters Resource Center https://www.financialteam.com/blog/yahoo-money---higher-taxes-may-be-on-the-way-for-wealthy-americans-after-house-vote FirsTrust Financial Insights en 2021-10-04 Yahoo Money – Higher taxes may be on the way for wealthy Americans after House vote Resource Center https://www.financialteam.com/blog/a-6-step-guide-to-choosing-the-right-financial-professional-for-you FirsTrust Financial Insights en 2021-09-20 A 6-step guide to choosing the right financial professional for you Resource Center https://www.financialteam.com/blog/why-should-i-hire-a-fee-only-financial-advisor- FirsTrust Financial Insights en 2021-09-20 Why Should I Hire a Fee-Only Financial Advisor? Resource Center https://www.financialteam.com/blog/sec--cfp-board-accused-of-blurring-lines-between-advisors-and-brokers-as-board-reacts FirsTrust Financial Insights en 2021-09-20 SEC, CFP Board Accused of Blurring Lines Between Advisors and Brokers as Board Reacts Resource Center https://www.financialteam.com/blog/the-truth-about-financial-advisors----services-and-fees FirsTrust Financial Insights en 2021-09-20 The Truth About Financial Advisors’ Services and Fees Resource Center https://www.financialteam.com/blog/what-is-a-fiduciary-financial-advisor- FirsTrust Financial Insights en 2021-09-20 What is a Fiduciary Financial Advisor? Resource Center https://www.financialteam.com/blog/happy-thanksgiving-from-firstrust FirsTrust Financial Insights en 2021-09-20 Happy Thanksgiving from FirsTrust Firm News & Updates https://www.financialteam.com/blog/the-types-of-fiduciary-financial-advisors FirsTrust Financial Insights en 2021-09-20 The Types of Fiduciary Financial Advisors Resource Center https://www.financialteam.com/blog/what-does-a-democratic-controlled-congress-mean-for-financial-planning--here---s-what-to-expect FirsTrust Financial Insights en 2021-09-20 What Does a Democratic-Controlled Congress Mean for Financial Planning? Here’s What to Expect Resource Center https://www.financialteam.com/blog/what-you-need-to-know-before-lending-money-to-family FirsTrust Financial Insights en 2021-09-20 What You Need to Know Before Lending Money to Family Resource Center https://www.financialteam.com/blog/fee-based-vs--fee-only-financial-planners FirsTrust Financial Insights en 2021-09-20 Fee-based vs. fee-only financial planners Resource Center https://www.financialteam.com/blog/colby-donovan---chris-cannon--cfa---tamar-frankel--state-of-the-union-with-the-godmother-of-fiduciary FirsTrust Financial Insights en 2021-09-20 Colby Donovan & Chris Cannon, CFA – Tamar Frankel: State of the Union with the Godmother of Fiduciary Firm News & Updates https://www.financialteam.com/blog/can-i-deduct-my-ira-on-my-tax-return- FirsTrust Financial Insights en 2021-09-20 Can I Deduct My IRA on My Tax Return? Resource Center https://www.financialteam.com/blog/new-investors-discover-tax-pitfalls-of-robinhood-and-other-trading-apps FirsTrust Financial Insights en 2021-09-20 New Investors Discover Tax Pitfalls of Robinhood and Other Trading Apps Resource Center https://www.financialteam.com/blog/some-couples-may-face-a-marriage-penalty FirsTrust Financial Insights en 2021-09-20 Some couples may face a ‘marriage penalty’ under Biden’s tax plan Resource Center https://www.financialteam.com/blog/elimination-of-stepped-up-basis-looks-unlikely--schwab-lobbyist-says FirsTrust Financial Insights en 2021-09-20 Elimination of Stepped-Up Basis Looks Unlikely, Schwab Lobbyist Says Resource Center https://www.financialteam.com/blog/cyber-risk-mitigation FirsTrust Financial Insights en 2021-09-20 Cyber Risk Mitigation Resource Center https://www.financialteam.com/blog/invest-in-you--ready--set--grow--financial-advisor--financial-planner-or-robo-advisor--here---s-how-to-find-the-right-help-to-manage-your-money FirsTrust Financial Insights en 2021-09-20 INVEST IN YOU: READY. SET. GROW. Financial advisor, financial planner or robo-advisor? Here’s how to find the right help to manage your money Resource Center https://www.financialteam.com/blog/opinion---advisor-insight-op-ed--investors-need-to-know-exactly-what-being-a----fiduciary----advisor-means FirsTrust Financial Insights en 2021-02-05 OPINION – ADVISOR INSIGHT Op-ed: Investors need to know exactly what being a ‘fiduciary’ advisor means Resource Center https://www.financialteam.com/blog/do-i-need-a-financial-advisor-or-should-i-do-it-myself--here---s-when-it---s-worth-getting-a-financial-advisor- FirsTrust Financial Insights en 2020-08-23 Do I Need A Financial Advisor Or Should I Do It Myself? Here’s When It’s Worth Getting A Financial Advisor. Resource Center https://www.financialteam.com/blog/how-to-choose-a-financial-advisor-as-seen-in-forbes FirsTrust Financial Insights en 2020-08-23 How To Choose A Financial Advisor as seen in Forbes Resource Center https://www.financialteam.com/blog/paul-smith--cfa---chris-cannon--cfa---covid-19--around-the-world-and-back-again FirsTrust Financial Insights en 2020-07-23 Paul Smith, CFA & Chris Cannon, CFA – COVID-19: Around the World and Back Again Firm News & Updates https://www.financialteam.com/blog/webinar-on-the-global-search-for-alpha--all-roads-lead-to-emerging-markets FirsTrust Financial Insights en 2020-07-08 Webinar on the Global Search for Alpha: All Roads Lead to Emerging Markets Resource Center https://www.financialteam.com/blog/don-t-let-coronavirus-derail-your-retirement FirsTrust Financial Insights en 2020-06-18 Don't Let Coronavirus Derail Your Retirement Resource Center https://www.financialteam.com/blog/five-things-you-need-to-know-to-start-your-day FirsTrust Financial Insights en 2020-05-06 Five Things You Need to Know to Start Your Day Resource Center https://www.financialteam.com/blog/ethics-challenge-hosted-by-the-cfa---societies-of-florida FirsTrust Financial Insights en 2020-03-05 Ethics Challenge hosted by the CFA® Societies of Florida Firm News & Updates