The Voice of Experience UPTHINKING FINANCE

Peter Cavelti is a financial advisor who shares a similar worldview as we do. He was one of the first investment managers to recognize some of the defining trends of our time, such as the ascent of emerging economies and the dramatic reversal of globalization. In this episode of UPThinking Finance™, we have a conversation about his career, his opinion on the US debt, and how he navigates financial planning with the future in mind. 
You will want to hear this episode if you are interested in...Learn more about Peter Cavelti [3:23]Peter’s thoughts on the Covid conversation [7:34] The biggest challenge Peter’s had to overcome [13:36] Is the US debt spiraling out of control? [19:32] How Peter structures their investment portfolio [28:25]Navigating the narrative within the industry [36:42]
Peter Cavelti is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 
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