In Episode 3 of Chimes & Dimes brought to you by First Wealth & Trust of Winter Garden, Pete Baksh, CFA and Chief Investment Officer at First Wealth & Trust is joined by Fran Amato, CFA and CFP for First Wealth & Trust and Travis Shaw, Trust Investment officer at First Wealth & Trust to discuss the Santa Claus Effect.

You will hear the elements of a good investment strategy and how they relate to or contrast with the Santa Claus Effect. They will also share how they measure the success of an investment strategy, plus what philosophies and expertise allow the team at First Wealth & Trust to provide tailored services to their clients.

The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does no ...