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Beyond the Basics: Estate Planning Mistakes Part 3
Beyond the Basics: Estate Planning Mistakes Part 3 Fri, Oct 25, 2024 Beyond the Basics: Estate Planning Mistakes Part 3: Real life examples of what not to do. Read More
By Michael T. Koenig, CFP®, J.M.

Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets
Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets Thu, Oct 17, 2024 Today’s guest is Marko Papic, Marko leads BCA Research's BCA Access and developed GeoMacro Research, the first discretionary macro-geopolitical investment strategy in finance. He connects clients with a broad expert network and custom research, havin... Read More
By CFA Institute

Beyond the Basics: Estate Planning Mistakes Part 2
Beyond the Basics: Estate Planning Mistakes Part 2 Tue, Oct 15, 2024 Beyond the Basics: Estate Planning Mistakes Part 2: Real life examples of what not to do. Read More
By Michael T. Koenig, CFP®, J.M.

Beyond the Basics: Estate Planning Mistakes Part 1
Beyond the Basics: Estate Planning Mistakes Part 1 Wed, Sep 25, 2024 Beyond the Basics: Estate Planning Mistakes Part 1: Real life examples of what not to do. Read More
By Michael T. Koenig, CFP®, J.M.

The Investors First PodCast: Jeremy Schwartz, CFA on Currency Hedging, Legacy of Professor Siegel & Innovation of ETF's
The Investors First PodCast: Jeremy Schwartz, CFA on Currency Hedging, Legacy of Professor Siegel & Innovation of ETF's Thu, Sep 05, 2024 Today’s guest is Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree. In this episode, we start by covering Jeremy’s charter holder story. We discuss how he first met Professor Jeremy Siegel while at U Penn and the amazing partnershi... Read More
By CFA Society of Orlando

Scammers have a new tool: Artificial Intelligence (AI)
Scammers have a new tool: Artificial Intelligence (AI) Fri, Aug 16, 2024 Gone are the days of recognizing a scam by its misspellings and bad grammar. Hello AI-generated emails, websites, texts; even phone calls that accurately mimic legitimate people and companies! This blog post delves into the rise of AI-driven threats... Read More
By Melody Koenig, CISM

The Truth About “Retirement Planning”
The Truth About “Retirement Planning” Thu, Aug 08, 2024 The 2020 Mind Over Money survey (1) finds that 77% of Americans feel anxious about their financial situation, with 68% concerned mostly about having sufficient income during retirement. They should be. Read More
By Michael T. Koenig, CFP®, J.M.

The Investors First PodCast: Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill
The Investors First PodCast: Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill Fri, Jul 12, 2024 In this episode, we have the pleasure of hosting Michael Mauboussin, Michael is a highly respected figure in finance, celebrated for his deep insights into decision-making, behavioral economics, and investing. Read More
By CFA Society of Orlando

The Investors First Podcast: Ali Hamed – Contrarian Early-Stage Investing
The Investors First Podcast: Ali Hamed – Contrarian Early-Stage Investing Fri, Jun 07, 2024 In this episode we host Ali Hamed, a Co-Founder and Partner at CoVenture and a prominent figure in venture capital and alternative investments. With a background in finance and technology, Ali brings strategic insights to early-stage investing. Hamed... Read More

Why You Want To Spend Your IRA Money Before You Die
Why You Want To Spend Your IRA Money Before You Die Tue, Apr 30, 2024 Prior to 2020, passing wealth from generation to generation through an IRA was a straightforward strategy. A family could take a pot of money and grow it tax-free or tax-deferred, passing it down the family tree. Read More
By Christopher Smith as seen at Clark Howard.com

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