Should we play the sectors? That’s not so easy. The media has been talking about how investors can play the presidential election with commentary on what changes to make to a portfolio …so let’s take a look at how we can play it. © The Behavioral Finance Network and Gates Pass Advisors This video is…
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
An Investment Lesson for the Ages
Every now-and-then, the stock market reminds us of some very important truths. We want to ensure your plan, not short-term outcomes, guides your investment decisions. © The Behavioral Finance Network and Gates Pass Advisors This video is narrated by Erik Schei CFA, Senior Advisor of Gates Pass Advisors – dedicated to educating investors about the…
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…
Elections & Market Outcomes
Election season has started. Some tips on investing during and after the elections. Strong opinions and heated debates can get us emotional. But when it comes to financial decisions, we need to do all we can to make rational decisions, despite how we may feel. © The Behavioral Finance Network and Gates Pass Advisors This…
What If You Knew …
A Helpful Perspective! Even if you were certain of some information about the future, much information is simply unknown. The market is too complex and uncertain to try to time or outsmart. For that reason, your personal plan should be the primary influence of your financial decisions. And that is what we at Gates Pass…
How to Invest at All-Time Highs
3 Tips to Invest During These Times. When markets are high, sometimes we get concerned. We may think that the market is overextended and overvalued. We know that nothing lasts forever and may believe that it is due to go down at some point. And that is a good assumption. The fact that the market…
March Madness -Tolerating the Stock Market Madness
March Madness Tolerating the Stock Market Madness With basketball’s March Madness tournament approaching, now is a fitting moment to contemplate the chaotic nature of the stock market. What triggers this market madness? There are myriad factors at play, but one of the most substantial challenges for investors is the pronounced variability in asset prices. This…
Who Would Have Thought? 2023 Year in Review.
Who Would Have Thought? 2023 is a great example of using what happened vs what was predicted as a key lesson to improve our decision-making (and willingness to be swayed by short-term swings) going forward. This is especially true in the investment realm.
VIDEO: Behavioral Finance – Forecast Frenzy
Forecast Frenzy: Why Market Forecasts Should Be Ignored Tis the season for 2024 market forecasts. History shows we may want to ignore them. 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…
VIDEO: Behavioral Finance – Calm Amid Crises
Behavioral Finance Video: Two Ways to Find Calm Amid Current Crises We can experience calm, even among the numerous crises du jour, by following a few simple steps. 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…