Gates Pass Advisor’s own Esther Szabo, CeFT® is a guest on the May 24 episode of the “Sudden Money Insights” podcast. In this episode, Esther shares with host, Susan Bradley, the story of her path in financial services. You can listen to this episode on Spotify HERE. Susan is the founder of the Sudden Money® Institute…
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
VIDEO: Behavioral Finance – Attention Allocation
Behavioral Finance Video by Jay Mooreland, MS, CFP® ATTENTION ALLOCATION You may be familiar with the term asset allocation, which is how we divide up our assets (stocks, bonds, cash etc.). Attention allocation is how we divide up our attention. Paradox of Abundance The paradox of abundance states that there is a tradeoff between quantity…
RELIABLE CONFIDENCE DURING UNCERTAINTY
3 Steps to Trusting Your Decisions
Investors face a very different environment today. While the future is always uncertain, today’s environment may be even more uncertain. We are living in a time of increasing inflation, increasing interest rates, and tighter fiscal and monetary policy. We aren’t used to this. Making good decisions is always desirable. But when we face greater uncertainty,…
Chaotic Markets, Economic Uncertainty, and Some Good News – Webinar Replay
Webinar Replay Chaotic Markets, Economic Uncertainty, and Some Good News A LIVE DISCUSSION Thanks to those who attended our LIVE DISCUSSION via Zoom yesterday. Below is the video of our meeting if you’d like to watch it again. If there are any other financial questions that Erik or I could answer for you, feel free…
STOP THINKING ABOUT IT
How Fear Can Lead to Bad Investment Choices
If you’ve already made some wrong investment choices over the years, that’s okay. Mistakes are opportunities for us to learn and grow from. What’s not okay is making the same mistakes over and over. Jay Moreland, founder of Behavioral Finance Network, recently appeared on Getting There. He offers some simple words of wisdom: stop tinkering…
Gates Pass Advisor Erik Schei Passes CeFT Certification
Since 2019, Associate Advisor Erik Schei has bridged the gap between customers and expert financial planning through effective communication. Erik started his career in investment management in 2006 and soon saw a need for trusted advisors who have the knowledge to manage investments but can also serve as a guide to financial planning that caters…
VIDEO: Behavioral Finance – Surviving Volatility
Behavioral Finance Video Surviving Volatility When volatility increases, many investors become uncomfortable and may consider making changes to their investments. Anytime we have a significant concern, it is essential we take a step back and assess the situation with the proper perspective. Volatility, while uncomfortable, is a normal and natural part of stock markets. It…
WOMEN DESERVE TO BE HEARD
Gender Inequality in the Financial Industry
Ask any woman about her experience with unequal treatment by professionals and she’s sure to have more than one example. Women are all too familiar with being overlooked, ignored, and put on the back burner when their male counterparts are in the room. Consider these scenarios: A doctor dismisses valid symptoms, blaming them on hysteria…
FINANCIAL PLANNING AFTER A LOSS
3 Things to Look For In An Advisor
Facing the loss of a partner can be overwhelming. Almost immediately, you may be expected to make financial decisions that impact your future. But when it feels like the rug is pulled out from under you, financial planning might be the last thing on your mind. Some immediate questions that may surface include: Do I…
Is 2022 the Year of the Next Financial Crisis? Maybe Not
Just when it seemed like the world was coming out of a two-year-long pandemic, the war in Ukraine has gas prices soaring and tensions about the future on the rise. Headlines touting Inflation and Recession have people worried about what this year will mean for their finances, both in the short and long term. Will recent gains in…