How to Choose a Financial Advisor That's Right for You
…..Many professional associations have large directories. For example, the National Association for Personal Financial Advisors lists fee-only, fiduciary planners….
Articles by FirsTrust
CFA Society of Orlando Announces New Board of Directors
The CFA Society of Orlando is pleased to announce their new Board of Directors including FirsTrust's Chief Investment Officer, Chris Cannon, CFA …
Rick Kahler: When is 'financial planning' not financial planning?
….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…..
CFA Society of Orlando presents the Investors First Podcast: Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes
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.
How Inflation Affects Financial Planning
…..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, whether in one’s control or not, it’s the ongoing monitoring and assessment of those factors that provide future confidence in the plan……