Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

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…

Read More...

Regarding HENRYs
Getting Your Assets in Order

Have you heard about HENRYs? An acronym for “High Earners, Not Rich Yet,” the term has risen in popularity in recent years and refers to those who have acquired a healthy income, namely six figures, but have no solid financial planning to grow their savings for the future. The HENRYs are at an important crossroads…

Read More...

64: Behavioral Finance and the Psychology of Investing — With Jay Mooreland

To help you better understand your investing behaviors, Jay Mooreland joins Esther Szabo to discuss ways he helps investors understand how biases influence their investment decisions.  Jay highlights ways you can tune-in to your behaviors and learn from past mistakes to improve future financial decisions. Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s…

Read More...