Some of us may recollect when going to college was a realistic and reasonably affordable way to a secure career path. Today, that notion is long gone. Now, parents desperately scramble to scrounge up funds so their teenage children can attend their dream schools. ‘Get in first and deal with the costs later’ is a…
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
7 SURPRISING COLLEGE PLANNING TIPS!
What We Learned From Dr. Nancy Paul
Some of us may recollect when going to college was a realistic and reasonably affordable way to a secure career path. Today, that notion is long gone. Now, parents desperately scramble to scrounge up funds so their teenage children can attend their dream schools. ‘Get in first and deal with the costs later’ is a…
MOVING FORWARD IN UNCERTAIN TIMES
An Economic Downturn is an Ideal Time to Explore Your Financial Options
Many people are experiencing a heightened sense of uncertainty this year. The most obvious reason for this is the increase in consumer prices… or inflation. How many of your recent conversations have included: “Can you believe I spent [x] …filling my tank? …at the grocery store? …renting a car for vacation?” Headline inflation (including food…
SUDDEN MONEY INSIGHTS PODCAST
Esther Szabo Invited as Guest Speaker
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…
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…