Getting There






Happy Valentines Day!

Happy Valentine’s Day!
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Who Would Have Thought - 2023 in Review

Who Would Have Thought? 2023 Year in Review.

January 19, 2024

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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A robust forecast for 2024

A Robust Forecast for 2024

January 5, 2024

Market and Economic Forecasts.

The brain may be filled with gray matter, but it hates gray areas. And there are few other places we find gray areas (uncertainty) than in the economies and markets of the world. One word of caution: our innate desire for certainty leaves us prone to fall for the illusion of certainty. Market and economic forecasts often provide an illusion of certainty.

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Happy Holidays

December 22, 2023

To each and every one of our incredible clients and their families… 🌟🎄 Happy Holidays and a Joyous New Year!🎉✨ As the year draws to a close, we wanted to …

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Forecast Frenzy - Behavioral Video

VIDEO: Behavioral Finance – Forecast Frenzy

December 19, 2023

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, …

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The information, opinions, statements, and links (collectively, “Content”) appearing on this website or contained in the “Getting There Podcast” (“Podcast”) have been obtained from or are based upon information obtained from sources which we believe to be reliable, however, we do not warrant or guarantee the timeliness or accuracy of any such information. The Content appearing on this website and in the Podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions and statements expressed by any guest on the Podcast are solely their own opinions, and do not necessarily reflect the firm’s views. The appearance of any guest on the Podcast should not be construed as an endorsement or testimonial with respect to our firm, our personnel, or our advisory services. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear.