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Mike Giudici, CFP®, MBA
Mike Giudici, CFP®, MBA
Choreo, LLC Senior Director, Wealth Management
http://choreoadvisors.com 563-279-0714

As a wealth manager, Mike strives to simplify the complex world of money to help clients make better decisions and lead joyful lives. With a passion for learning and teaching, he works with each client to develop unique financial plans that serve as road maps for investment, balance sheet and cashflow decisions. Mike’s attention to detail helps ensure that all aspects of the financial plan are implemented and monitored on an ongoing basis. His specialties include wealth building, retirement planning, estate transfer, college education planning and tax planning.

Mike has more than 14 years of experience in advising business owners, high net worth individuals and their families on how to meet their financial goals. 

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS

CFP®
Financial Planning Association, Eastern Iowa chapter
Quad Cities Area Estate Planning Council

EDUCATION

Bachelor of Arts; finance, economics and philosophy; Saint Ambrose University
Master of Business Administration, finance concentration, University of Iowa

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Are You Comfortable with Market Fluctuations?

photo of ebook cover

These Steps May Help You Stay Focused

  • Learn helpful strategies to stay calm and controlled despite market fluctuations
  • Study the case of Q4 2018 and what it meant for market volatility at the time
  • Learn what's next and how to anticipate, not fear, movement in the market

Insights on Market Movement From Financial Professionals

Resist the Temptation

Resist the Temptation

When things are bumpy, resist the temptation to react in an emotional way. Turbulence is part of the ride.

Look at the Big Picture

Look at the Big Picture

Step back and take the long view. Long-term investment strategies take into consideration short-term volatility.

Take a Deep Breath

Take a Deep Breath

Watching the market too closely can produce unwarranted stress. Try to de-stress, take a break, and relax.

“During market volatility, the best advice may be the simplest: step back, look at the big picture, and avoid any hasty decisions.”

- From Don't Panic

Get the Tips
Do You Anticipate or Fear Movement in the Market?

Do You Anticipate or Fear Movement in the Market?

Bouncing trendlines aren't necessarily indicators of impending doom, nor golden opportunities. Rather, they're a typical part of the investing life cycle. With a sound strategy in place, movement in the market can be anticipated, not feared.

Stay Confident Through Volatility.

Click the link below to get your ebook full of strategies on viewing market activity from a wider perspective.

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