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CFA Society of Orlando announces new Board Members Tue, Jul 26, 2022 .....Our board is focused on providing member value over the next 12 months. Our board recently met and are pleased to report the following updates.... Read More
By CFA Society of Orlando

How to Choose a Financial Advisor That's Right for You
How to Choose a Financial Advisor That's Right for You Fri, Jun 10, 2022 .....Many professional associations have large directories. For example, the National Association for Personal Financial Advisors lists fee-only, fiduciary planners.... Read More
By Rachel Lynn CBS News Money Watch

Rick Kahler: When is 'financial planning' not financial planning?
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

Liz Weston: 3 Tasks for New Retirees That Will Pay Off Later
Liz Weston: 3 Tasks for New Retirees That Will Pay Off Later Wed, Mar 30, 2022 After a working lifetime of alarm clocks and meetings, you might be looking forward to a lot more unstructured time once you retire. But taking care of one more to-do list early on can set you up for a better retirement. Read More
By Liz Weston of Nerdwallet | AP

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

How Inflation Affects Financial Planning
How Inflation Affects Financial Planning Wed, Mar 09, 2022 .....Financial planning or creating a financial plan isn’t a one-time, transactional exercise. As you build a plan, there are a number of inputs that help to create the personal and financial circumstances for each client. As those factors evolve, wh... Read More
By Joe Buhrmann as seen at FinancialPlanning.com

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

10 Simple Cybersecurity Holiday Tips
10 Simple Cybersecurity Holiday Tips Wed, Nov 17, 2021 As the end-of-the-year celebrations are approaching, it is important to be mindful of cyber risks and increase measures to be secure. Here are some helpful tips to keep your data safe throughout the most wonderful time of the year. Read More

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

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