Money and Emotions
Investor behavior can have a huge impact on our financial decision making processes. In this presentation we will discuss how investor behavior and our innate biases can impede us from making the best decisions for our family. We’ll talk about how we can get back to having a sense of control when we really feel overwhelmed with the information presented to us.
What you'll learn in this webinar:
- Financial decision making can be highly emotional. Learn how to channel this energy effectively
- We make our best decisions, financial or otherwise, with a clear, calm state of mind
- We need to identify some of the emotions that we are experiencing when talking about our money—are we really making the best decisions for ourselves and for our family?
- What are some of the steps that help us get to that clear frame of mind?
Walter Wisniewski is the founder, CEO, and President of Arcadia Wealth Management. Walter has been in the wealth management business for over 33 years, but he spent the earlier part of his career as a concert pianist. Using all his acquired skills, Mr. Wisniewski assists economically independent women and men to achieve a safe and secure financial future.
About Allison: Allison Vanaski is a CERTIFIED FINANCIAL PLANNER™ practitioner. She has been working on Wall Street since 2005 and joined the Arcadia team in 2012.
Allison is a member of The National Association of Personal Financial Advisors (NAPFA) and approaches financial planning with the holistic view in mind without any conflicts of interest. A NAPFA-Registered Financial Advisor must meet the highest competency standards in the industry and operate on an objective fee-only basis.
