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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 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

New Investors Discover Tax Pitfalls of Robinhood and Other Trading Apps Mon, Apr 19, 2021 Common tax-minimizing strategies are difficult or impossible to implement on the trading platforms that have boomed in popularity in the past year. Read More

By Laura Saunder in WSJ

What Does a Democratic-Controlled Congress Mean for Financial Planning? Here’s What to Expect Tue, Jan 19, 2021 ........It also means heightened enforcement around conflicts of interests through the SEC’s Regulation Best Interest rule that went into effect last year to restrict unsavory practices by brokers and making sure they put clients’ interests ahead of ... Read More

By Reshma Kapadia in Barron's

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