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Behavioral Finance Explained

Investment Series with Private Wealth Advisor, Paul Blatz

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Behavioral Finance Explained

How your personality can impact your emotions and your investment decisions in a volatile market. In this series, Private Wealth Advisor Paul Blatz reviews the concepts behind behavioral finance and shares ways to remain rational over reactionary.

Paul D. Blatz, CFA

Paul Blatz is a Private Wealth Advisor and Senior Vice President for the Palm Beach and Jupiter offices of FineMark National Bank & Trust. He has over 20 years of experience in investments and portfolio management. Mr. Blatz is responsible for the presentation, implementation and management of FineMark’s investment process on behalf of his clients.

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Disclosure
The information contained herein is intended for educational purposes only, and should not be construed as investment, legal, insurance or tax advice or a recommendation for any security, investment strategy, or offer for trust or investment services. The views expressed are not intended to predict or depict performance of any specific investment and should not be construed as investment advice for which an investment professional should be consulted. These opinions may not fit to your financial status or risk and return preferences. Investment recommendations may change, and readers are urged to check with their advisor before making any investment decisions. The appropriateness of an investment or strategy and changes to an investment portfolio will depend on an investor’s circumstances, investment goals, risk tolerance, investing time horizon, tax situation and other relevant factors. Past performance is not indicative of future results. All investments involve some degree of risk that the investor must be prepared to bear, including the potential for the loss of the principal invested. The material is in summary form and should not be relied upon as being complete. Stated information is derived from proprietary and non-proprietary sources that have not been independently verified for accuracy and or completeness. All Information, forward-looking statements, and opinions contained herein are current as of the date appearing in this material only and are subject to change without notice.