hosted by: Business Development Specialist, Ann Vaeth
Special Guest: Mark Peterson, Director at BlackRock Investments and Brian Davies, Chief Investment Officer
In this fascinating seminar, Mark Peterson discusses investment behavior and the impact emotions have on portfolio performance. Learn how to stay on track and not get derailed during the next tumultuous cycle. Also stay tuned for the panel discussion at the conclusion of the seminar.
As always, please reach out with any questions. Be well!
Investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Registration as an investment advisor does not imply any level of skill or training.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Securities offered through LPL Financial, member FINRA/SIPC. Shepherd Financial Partners and LPL Financial are separate entities.
Additional information, including management fees and expenses, is provided on Shepherd Financial Partners, LLC’s Form ADV Part 2, which is available by request.
Tracking #: 1-05148398