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Behavioral Finance and Providing Clients Peace of Mind

By Fidelity Investments

Photo credit: Fidelity Investments

Fidelity and United Capital discuss the research behind Financial Life Management. 

Fidelity FinPoint Ep. 4 features Rosemary Caligiuri from United Capital, Barnaby Riedel from Riedel Strategy, and Mark Squires of Fidelity Investment.

Listen to the online episode here

You can also download the podcast on Apple podcasts below.

Listen on Apple Podcasts

FinPoint
ABOUT THE AUTHOR

Fidelity Investments

United Capital Financial Advisers, LLC (“United Capital”), is an affiliate of Goldman Sachs & Co. LLC and subsidiaries of the Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. Investing involves risk and clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions.

The information contained in this blog is intended for information only, is not a recommendation, and should not be considered investment advice. Please contact your financial adviser with questions about your specific needs and circumstances. This blog is a sponsored blog created or supported by United Capital and its employees, organization or group of organizations. This blog does not accept any form of advertising, sponsorship, or paid insertions. Certain authors of our blog posts may be influenced by their background, occupation, religion, political affiliation or experience. It is important to note that the views and opinions expressed on this blog are that of the owner, and not necessarily United Capital Financial Advisers. As a Registered Investment Adviser, United Capital does not allow any testimonials on their blog, and any comments deemed as such United Capital will remove.

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