How to Find the Right Financial Adviser
If you’re looking for an adviser, here’s what you need to know about assessing their fees and finding the right financial advisor whose services fit your needs.
Articles, Insights & More
Schwab Tips for Preventing Fraud
You can also have an impact on safeguarding your information and assets by following these guidelines and applying caution when sharing information and executing transactions. This checklist summarizes common cyber fraud tactics, along with tips, best practices, and actions to take if you suspect a breach.
CFA's Investors First Podcast with Aswath Damodaran: Unmasking ESG
On October 5, 2023, Investors First Podcast hosted Professor Aswath Damodaran, who spoke about how Aswath gained his love for teaching and how it led to him becoming an expert in valuation.
How will Social Security impact your future? As seen at AARP online
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.
Investors First Podcast with Phil Hayes, Berman Hopkins: Everything Everywhere All at Once with The ESOP Guy
On October 5, 2023, we host Phil Hayes, The ESOP Guy, where we speak about how Phil went from banker to Managing Partner of a large regional accounting firm (as a non-CPA) to now becoming an expert in ESOPs.
The Investors First Podcast: Peter Atwater – Diversifying by Sentiment; Co-hosted by FirsTrust's Chris Cannon, CFA
Our guest Peter Atwater, President of Financial Insyghts and an adjunct professor at William & Mary and the University of Delaware, studies the impact of changing confidence on consumer decision-making, using his research to advise investors.
The Investors First Podcast: NewEdge Wealth’s Cameron Dawson on the State of the Markets
The Investors First Podcast on August 3, 2023: NewEdge Wealth’s Cameron Dawson on the State of the Markets, co-hosted by Chris Cannon, CFA and Colby Donovan, CFA
Quit Using 401(k) Financial Jargon, Once and for All
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 smart while making the client anxious and overwhelmed, and some argue it’s intentional. If they keep it complicated, consumers think they need advisors to sort it all out.