Financial stress is highly prevalent in our culture, with 67% of all employees reporting concern over their finances. Those stressors, if not addressed properly, often lead to mental health issues like anxiety, insomnia, and depression. This class will help you learn how to combat those problems and feel more secure about your finances, leading to a happier, healthier you.
Most people today are stressed about their financial situation. This class will feature an in-depth look into the relationship between a person and their money, as well as the ways in which money affects your emotional health, how you think about money, how to improve this relationship, and how to work with a financial advisor.
Register here to learn how to get a better handle on the psychology of money.
Register for a Class
Meet the Speaker
Katerina Simonetti is a private wealth advisor at Morgan Stanley Wealth Management. With the Simonetti Small Group, she helps executives, entrepreneurs, and private family offices alike. She's been named as a Forbes Best-In-State Advisor in both 2018 and 2019, and she is excited to share her experience and expertise with you. READ MORE
Register for a Class
Katerina Simonetti
Katerina is dedicated and passionate about her job. She is a professional with more than 20 years of experience in private wealth management. She strives to make a difference in her clients' lives and shares her knowledge and experience through a number of educational initiatives.
The Simonetti Small Group is a dedicated team of seasoned professionals. They are dedicated to understanding you and your situation to help provide a personal financial roadmap. They are prepared for any changes that could happen in life, from making sure a legacy lives on to even recovering after a divorce, and their mission is to help all their clients organize their finances.
About the Simonetti Small Group:
The Simonetti Small Group is a team of seasoned professionals that are dedicated to understanding your circumstances to help provide a personal financial roadmap. They are prepared for any changes that life may bring, from recovering from a divorce to ensuring that a legacy lives on.
Katerina Simonetti, a senior portfolio manager at UBS private wealth management, estimates 2,800 for the S&P 500 by the year-end should everything go wrong. Under the baseline scenario, Simonetti sees a gradual lifting of the lockdown restrictions coupled with the existence of a vaccine or therapy by fall, and the mass production of a treatment by mid-2021. Together, that would lead to a sustainable economic recovery by the third quarter of this year and a return to normal activity by the end of the first half of next year. She in turn expects S&P 500 earnings to improve by the end of 2020, adding up to a target for the index of 3300. Simonetti says her bullish scenario, which she considers unlikely, includes an S&P 500 target of 3500. 'In our upside scenario, everything is going right,' she says, leading to a return to "absolutely normal" activity by the fourth quarter of this year. Even then, she expects unemployment to remain above 10%, despite ongoing stimulus efforts and improving corporate earnings that would be part of such a scenario.