Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Beware of Complacency Creep

Beware of Complacency Creep

Complacency can occur for investors after an extended period of low volatility.

After an extended period of calm market performance, we can become extra sensitive to selloffs and market volatility.

© The Behavioral Finance Network and Gates Pass Advisors

This video is narrated by Esther Szabo, CFP, CeFT, Founder and CEO of Gates Pass Advisors – dedicated to educating investors about the ‘gotcha’s’ of mental shortcuts that can reduce investment returns.

GATES PASS ADVISORS TEAM

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K. Esther Szabo, CFP®(opens in new tab)

Certified Financial Transitionist®
Founder and CEO

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Erik Schei, CFP®, CFA(opens in new tab)

Certified Financial Transitionist®
Senior Advisor