Society News

  • Investors First Podcast - 12/7/23

    Blog Entry

    New episode with entrepreneur, investor, and  Daffy  CEO  Adam Nash ! We cover donor advised funds, how Daffy provides them at a cost that makes Vanguard 13x more expensive, help people be more generous, tax strategies & more!   Co-hosts today are  Steve Curley, CFA  and  Colby Donovan . Enjoy!  https://lnkd ...read more

  • Investors First Podcast - 10/05/23

    Blog Entry

    New episode w/  Phillip Hayes Partner at Berman Hopkins CPAs & Associates, LLP , hosted by Steve Curley, CFA & Chris Cannon, CFA .   *Journey from banker to Managing Partner of Regional accounting firm to ESOP expert *The ESOP Guy podcast *Exit strategies and where ESOP’s fit for business owners *Tax advantages ...read more

  • Investors First Podcast - 8/24/23

    Blog Entry

    New podcast with KC Joyner  applying a Peter Zeihan-esque framework to  #FantasyFootball !   - Biggest sleeper - RB holdouts - Injury concerns - QB dropoff point - Most bullish on ___ - Over/Under Jets 9.5 wins?   Co-hosted by  Colby Donovan , CFA &  Steve Curley, CFA Enjoy!  https://lnkd.in/eGz56cBJ ...read more

  • Investors First Podcast - 8/3/2023

    Blog Entry

    New podcast with former board member of the CFA Society Orlando, NewEdge Wealth 's Cameron Dawson, CFA ! She shares her overall view of the markets, including value, EM, alts, the Bank of Japan & more!   Thanks to co-hosts Chris Cannon, CFA & Colby Donovan ! https://www.investorsfirstpodcast.com/newedge-wealths ...read more

  • Investors First Podcast - 7.20.23

    Blog Entry

    New episode w/  David Lau ,  DPL Financial Partners  & Dr.  Wade Pfau ,  RISA, LLC , hosted by  Steve Curley, CFA .   *Breaking down a commission free insurance product *The challenges of market volatility and homemade dividends in retirement *Credit risk associated w/ the implicit guarantee in insurance products ...read more

We want to hear from you!

We will be continuing to featuring CFA Society Orlando Members on our social media platforms. The goal of these member-centric posts is to recognize member accomplishments across all career stages, to highlight the diversity of our membership, and to help members feel more connected by learning more about each other. Please update us on promotions, job changes, board appointments, news features or any other accomplishments. To submit, send details and a high-resolution color photo to [email protected].