Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

What If You Knew …

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…

Read More...

How to Invest at All-Time Highs

3 Tips on 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…

Read More...

March Madness -Tolerating the Stock Market Madness

March Madness - Stock Market Edition

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…

Read More...

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.

Read More...

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…

Read More...

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…

Read More...

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…

Read More...

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…

Read More...

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

Read More...

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…

Read More...