Getting There

FINANCIAL GUIDANCE
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VIDEO: Behavioral Finance – The ABCs of Successful Investing

The ABCs of Successful Investing

Behavioral Finance Video: The ABCs of Successful Investing Just as the ABCs are foundational to a child’s education, the ABCs of successful investors are foundational to aspiring investors.  This video is narrated by Jay Mooreland, the CEO of the Behavioral Finance Network – dedicated to educating investors about the ‘gotcha’s’ of mental shortcuts that…

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Your Marriage Needs a CFO and a COO: Insights on Marriage and Finances

Your Marriage Needs a CFO and COO

Introduction Marriage, often portrayed as a romantic union between two people, requires more than just love and affection to thrive; it requires insights on marriage and finances.  Have you noticed that, while technology makes it easier to handle things like banking, working from home, and shopping, it seems we are not really relieved of time…

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VIDEO: Behavioral Finance – The Magnificence of Diversification

Behavioral Finance Video: The Magnificence of Diversification Diversification isn’t just for risk management… it can increase returns too!  This video is narrated by Jay Mooreland, the CEO of the Behavioral Finance Network – dedicated to educating investors about the ‘gotcha’s’ of mental shortcuts that can reduce investment returns. ©The Behavioral Finance Network

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Supporting Maui Fire Victims: Where to Donate and Make a Difference

American Red Cross - Hawaii Chapter

I was unable to sleep Friday night.  It’s not unusual for me to wake up in the night.  My failsafe go-to is to turn on a podcast.  99 times out of 100 I get right back to sleep easily.   Friday night the podcast I selected was an episode of “The Daily” entitled “How A Paradise…

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VIDEO: Behavioral Finance – First Half Market Review

Behavioral Finance Video: First Half Market Review An eventful start to 2023 with a few important lessons to help us make better investment decisions. This video is narrated by Jay Mooreland, the CEO of the Behavioral Finance Network – dedicated to educating investors about the ‘gotcha’s’ of mental shortcuts that can reduce investment returns. ©The…

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VIDEO: Behavioral Finance – A Glimpse of the Markets Future

Behavioral Finance Video: A fun game in prospective hindsight…what would you do if you knew certain things about the market’s future? Your friend comes back from the future and shares a glimpse of the stock market with you. What would you do with that information? Would you try to time the market by actively selling and…

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The Eventual Recession

Eventual Recession

Since early last year economists, market experts, and even corporate CEOs have been predicting a recession for this year.  We have heard that word ‘recession’ a lot.  Then, with inflation cooling and consumer spending strong, we stopped hearing it.  And now, with the political debt ceiling fight, the word ‘recession’ is back in the discussion….

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VIDEO: Behavioral Finance – Danger: Headlines Ahead

Behavioral Finance Video: Danger: Headlines Ahead Mark Twain said, “Never let the truth get in the way of a good story.”  It might be more applicable today if he said, “Never let the truth get in the way of a good headline.”   Headline Characteristics The purpose of headlines is just to get you to…

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5 Common Obstacles to Achieving Your Goals

Reaching your goals requires not only setting attainable goals and gathering the people and tools needed to accomplish them, but also understanding how to maneuver around obstacles along the way. Lela Meinke has over 30 years of corporate and entrepreneurial experience, is a certified ASQTM Lean Six Sigma Green Belt, and is the founder of…

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WHEN BANKS FAIL: Weathering The SVB Collapse

Every year we do a market forecast where our first statement is: “This year we will be surprised by something we didn’t see coming, that no-one predicted”. Last Monday, if someone asked you what your financial worries were you may have responded by mentioning something like inflation, the direction of interest rates, corporate earnings, market…

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