Peter Essele, CFA®, CAIA, CFP®, Senior Vice President, Head of Advisory Solutions
3 Strategies for Reducing Risk in Portfolios
How can you help clients navigate their investment options in both up and down markets? Learn how three key strategies can assist with reducing risk in portfolios.
Peter Essele, CFA®, CAIA, CFP®
05.22.24
2022 Midyear Outlook: The Road Ahead for Fixed Income
What does the road ahead look like for fixed income? In his 2022 midyear outlook, Commonwealth's Peter Essele sees opportunity on the horizon.
Peter Essele, CFA®, CAIA, CFP®
07.19.22
Sticker Shock: Assessing the Real Cost of Gas
The headlines are telling us that gas prices have never been higher, but is there more to the story?
Peter Essele, CFA®, CAIA, CFP®
03.15.22
The Russian Invasion of Ukraine: A Lesson in Stakeholder Capitalism?
From an investment perspective, could the Russian invasion of Ukraine be a lesson in stakeholder capitalism?
Peter Essele, CFA®, CAIA, CFP®
03.04.22
Is Climate Change a Risk to Your Portfolio?
Is climate change a risk to your portfolio? All signs point to yes.
Peter Essele, CFA®, CAIA, CFP®
07.27.21
Talking to Clients About ESG Investing
Don’t wait for clients to ask you about ESG investing. Learn how to broach this topic—and why doing so may present a valuable business opportunity.
Peter Essele, CFA®, CAIA, CFP®
06.02.21