Resource Center

Resource Center

September 2024 Blog Archive

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

Popular tags on this blog

#fee-only | CFA | CFA Institute | Christopher Cannon | FirsTrust | advisor | asset manager | cyber risk | cybersecurity | fee-only | fiduciary | fiduciary fee only financial advisor independent | financial | financial plan | financial planner | financial planning | florida | florida fee only | florida fee-only | florida fiduciary | investor | market | podcast | tax | wealth |