Resource Center
Resource Center

Resource Center


Articles in this category:

 1234NextLast1-10 of 61
Can I Deduct My IRA On My Tax Return?
Can I Deduct My IRA On My Tax Return? Thu, Feb 25, 2021 Is a contribution to an individual retirement account (IRA) tax-deductible? For many of us, the short answer is: You bet! That’s what IRAs are for. However, there are rules and limits. Read More
By By Amy Fontinelle at Investopedia

Colby Donovan & Chris Cannon, CFA - Tamar Frankel: State of the Union with the Godmother of Fiduciary
Colby Donovan & Chris Cannon, CFA - Tamar Frankel: State of the Union with the Godmother of Fiduciary Tue, Feb 23, 2021 CFA Society of Orlando: Investors First Podcast 40: Tamar Frankel: State of the Union with the Godmother of Fiduciary hosted by Colby Donovan and Chris Cannon, CFA Read More

Fee-based vs. fee-only financial planners
Fee-based vs. fee-only financial planners Tue, Jan 26, 2021 Although “fee-based” and “fee-only” financial planners sound similar, they both have different fee structures and different obligations to investors. Here’s what you need to know about fee-based vs fee-only financial planners. Read More
By Bea Bishoff

What You Need to Know Before Lending Money to Family
What You Need to Know Before Lending Money to Family Thu, Jan 21, 2021 ......Carefully consider what you’re entering into and take the time to determine whether the arrangement makes sense from a relational perspective and in terms of wealth planning....... Read More
By Peter Lazaroff

What Does a Democratic-Controlled Congress Mean for Financial Planning? Here’s What to Expect
What Does a Democratic-Controlled Congress Mean for Financial Planning? Here’s What to Expect Tue, Jan 19, 2021 ........It also means heightened enforcement around conflicts of interests through the SEC’s Regulation Best Interest rule that went into effect last year to restrict unsavory practices by brokers and making sure they put clients’ interests ahead of ... Read More
By Reshma Kapadia in Barron's

The Types of Fiduciary Financial Advisors
The Types of Fiduciary Financial Advisors Thu, Dec 17, 2020 Here we talk about the requirements to call yourself a fiduciary and the different types of fiduciary financial advisors, including: Fee-only fiduciaries. Certified financial planner fiduciaries. Registered investment advisor fiduciaries. Retir... Read More
By U.S. News and World Report

Happy Thanksgiving from FirsTrust
Happy Thanksgiving from FirsTrust Wed, Nov 25, 2020 The entire FinancialTeam at FirsTrust wishes you a very Happy Thanksgiving Read More

CFA Society of Orlando - Investors First Podcast with Michael Falk, CFA & Chris Cannon, CFA: 6 Deadly Sins of Investing
CFA Society of Orlando - Investors First Podcast with Michael Falk, CFA & Chris Cannon, CFA: 6 Deadly Sins of Investing Thu, Nov 05, 2020 CFA Society of Orlando Investors First Podcast with Michael Falk, CFA and Chris Cannon, CFA discussing the 6 deadly sins of investing. Read More

OPINION - ADVISOR INSIGHT Op-ed: Investors need to know exactly what being a ‘fiduciary’ advisor means
OPINION - ADVISOR INSIGHT Op-ed: Investors need to know exactly what being a ‘fiduciary’ advisor means Tue, Nov 03, 2020 Investors need to ask a financial advisor if they work as a fiduciary at all times. Also, ask your advisors to sign a “Fiduciary Oath” drafted by the Committee For The Fiduciary Standard to make sure that they meet the five core fiduciary principles. Read More
By Stacey Francis as seen at CNBC.com

6 Pros and Cons of Choosing a Fee-Only Financial Advisor as seen in US News and World Report
6 Pros and Cons of Choosing a Fee-Only Financial Advisor as seen in US News and World Report Wed, Sep 30, 2020 Fee-only financial planners come with certain advantages and disadvantages that investors should consider. Read More
By Rebecca Lake

 1234NextLast1-10 of 61

Popular tags on this blog

#fee-only | CFA | CFA Institute | deductions | democratic congress | fee-only | fiduciary | fiduciary fee only financial advisor independent | financial planning | FirsTrust | florida | florida fee only | florida fee-only | florida fiduciary | investor | IRA | law | market | Paul Smith | podcast | Tamar Frankel | tax | Volunteer |