Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Who Would Have Thought? 2023 Year in Review.

Who Would Have Thought - 2023 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.

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VIDEO: Behavioral Finance – Forecast Frenzy

Forecast Frenzy - Behavioral Video

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…

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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…

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VIDEO: Behavioral Finance – Timely Economic Perspectives

Timely Economic Perspectives

Behavioral Finance Video: Timely Economic Perspectives The media has been talking about several “threats” to the economy. We break down these “threats” to provide a helpful perspective. 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…

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VIDEO: Behavioral Finance – The ABCs of Successful Investing

The ABCs of Successful Investing

Behavioral Finance Video: The ABCs of Successful Investing Just as the ABCs are foundational to a child’s education, the ABCs of successful investors are foundational to aspiring investors.  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…

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VIDEO: Behavioral Finance – The Magnificence of Diversification

Behavioral Finance Video: The Magnificence of Diversification Diversification isn’t just for risk management… it can increase returns too!  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 Finance Network

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VIDEO: Behavioral Finance – First Half Market Review

Behavioral Finance Video: First Half Market Review An eventful start to 2023 with a few important lessons to help us make better investment decisions. 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…

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VIDEO: Behavioral Finance – A Glimpse of the Markets Future

Behavioral Finance Video: A fun game in prospective hindsight…what would you do if you knew certain things about the market’s future? Your friend comes back from the future and shares a glimpse of the stock market with you. What would you do with that information? Would you try to time the market by actively selling and…

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VIDEO: Behavioral Finance – Danger: Headlines Ahead

Behavioral Finance Video: Danger: Headlines Ahead Mark Twain said, “Never let the truth get in the way of a good story.”  It might be more applicable today if he said, “Never let the truth get in the way of a good headline.”   Headline Characteristics The purpose of headlines is just to get you to…

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VIDEO: Behavioral Finance – Climbing the Wall of Worry

Behavioral Finance Video: CLIMBING THE WALL OF WORRY Climbing the wall of worry is the tendency for markets to rise despite always have something to worry about. And 2023 is no exception. 2023 “Worries” Media headlines today boldly announce companies making layoffs. But news about job openings seldom makes headlines. While recently we have been…

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