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The Investors First Podcast

Aug 27, 2020

Our guest today is Michael Falk, CFA, CRC. Michael is a partner at the Focus Consulting Group. Michael has authored 2.5 books: the 2016 CFA Institute Research Foundation Monograph “Let’s All Learn How To Fish… To Sustain Long-Term Economic Growth”, the 2019 Monograph follow-up “Get to Work… on OUR Future” and he co-authored the 2017 “Money, Meaning and Mindsets.”

Our local co-host is Chris Cannon, who is the Chief Investment Officer of FirsTrust, an RIA in Daytona Beach, Florida. He is also a board member and the Advocacy Chair for the CFA Society of Orlando.

In this episode, we discuss Michael’s six deadly sins of investing: 1) we interact too much with our money, 2) we actually think we know more than we do, 3) we do the opposite of what generally works, 4) we do not rebalance properly, 5) we don’t define risk, and 6) we fall for good stories.

Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL