Richard Pascuzzi is an accomplished financial industry executive and the cofounder of PSE Wealth Management. He provides clients with holistic investment and estate planning services and asset management. Richard Pascuzzi and his team emphasize the importance of patience as an investment strategy, particularly given the market volatility that greeted the beginning of 2015.
*Though many domestic economic fundamentals are strong going into the spring, weak oil prices, a resurgent dollar, and stagnant overseas growth could cloud the picture. As Q1 earnings trickle in, positive surprises could translate into additional market upside. However, earnings estimates have come down in recent weeks and corporate profits may be affected by rising wages and slower growth.
Since we can’t know where markets are going with any certainty, we recommend staying focused on your long-term goals and keeping short-term performance in perspective. We are continuously monitoring markets and are prepared to make changes as conditions warrant. Articles on this and other financial topics can be found on the PSE Wealth Management website, http://www.psewealth.com.
*This information was taken from The PSE Newsletter dated April 6th 2015
A financial professional for more than two decades, Richard Pascuzzi now owns and operates PSE Wealth Management in Dallas, Texas. Richard Pascuzzi stands out as a certified wealth strategist (CWS) and pursues continuing coursework to maintain this credential.
Designed to train financial professionals in meeting the specialized needs of high-net-worth individuals, the Certified Wealth Strategist (CWS) program provides specialized industry knowledge as well as client communication techniques. CWS candidates begin by completing an introductory course in sales and practice management. This two-day intensive course includes in-depth study of investment, retirement, business succession, and tax planning as well as estate distribution and asset protection. Students go on to apply this knowledge in a 25-week directed study, during which they complete assigned reading as well as self-analysis projects, case studies, and exams to assess understanding.
Candidates then advance to the CWS Client Interaction Skills course, which covers interviewing and information gathering as well as needs analysis. Students also learn how to analyze the information that a client presents and make portfolio decisions accordingly. The course finishes with a capstone project that demonstrates the candidate’s understanding of the material and delineates a plan of how he or she plans to apply it in professional practice.