Confusion…. Fear….. Anxiety…
I am sure you can recall early in the pandemic; all news was bad, and uncertainty was extraordinary. These emotions just scratch the surface of what you may have felt. Did you let your emotions overpower your rational thinking? Did the pandemic teach you anything about investing? If not, this episode will. Peter Essele and Nicole Davis compare the Covid-19 pandemic to others in the past and discuss 3 things that will help you leave your emotions out of investing.
Hosts: Peter Essele, CFA®, CAIA, CFP®
Peter Essele is the vice president of investment management and research at Commonwealth. With the firm since 2004, he oversees asset allocation, fund selection, and overall management of the firm’s platform, Preferred Portfolio Services® (PPS) Select. Peter earned a BS in economics from Union College. In Addition to numerous FINRA securities registrations, Peter holds the CAIA and CFP® certifications. He also is a CFA® charter holder and member of the Boston Securities Society.
Nicole Davis | Director of Financial Planning Services
Nicole joined Summit Wealth Group in September of 2010 as a Para-Planner, assisting Daniel Cook with caring for his clients' financial needs. She is now the Director of Financial Planning Services, with over 17 years of experience in the financial industry. Nicole holds the FINRA Series 7 registration through Commonwealth Financial Network and is licensed to assist with life and health insurance, as well as with annuity products. Her passion is to help others reach their goals through comprehensive financial planning.
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Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
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