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Small Business Owner
Studies have demonstrated that behavior rather than the performance of holdings is the primary driver of investment success. Discretionary activities such as trying to time the market, checking portfolio balances
daily, and becoming emotionally attached to stocks typically lead to inferior returns. This presentation will examine these behaviors and provide strategies to manage them.
Learning Objectives:
- Examine the behaviors that drive investment success
- Differentiate between positive behaviors and negative behaviors
- Practice the best strategies to manage investment success
Daniel G. Mazzola, CFA, CPA, CFP
Daniel G. Mazzola, CFA, CPA, CFP
Adviser
[email protected]
(516) 783-9540
Daniel G. Mazzola is an investment advisory representative with American Portfolios Advisors Inc. He is a Chartered Financial Analyst, Certified Public Accountant, and Certified Financial Planner. Mr. Mazzola has developed a series of Financial Literacy workshops conducted monthly for the Freeport Public Library patrons. He is the appointed chairman of the Pro Bono Committee of the Financial Planning Association of Long Island.
About Our Presenter
To provide a comprehensive menu of financial services so there is no need for clients to go anywhere else.
To be our clients first and only call for advice, ideas and action while serving their best interests at all times.
In pursuit of this objective we will demonstrate singleness of purpose, a fertile imagination and extraordinary dynamism.
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