Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo, CFP®

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei, CFA

The Common Thread in Every
New Beginning

July 6, 2026

Every Transition Has a Story Over the coming weeks, we will offer a 5-part series titled “Women in Transition: Rebuilding Financial Confidence After Change.” Over the course of this series, we will explore some of life's most significant transitions: Loss of a spouse Divorce Business or professional success A spouse’s health ...

Beware of Complacency Creep

August 21, 2024

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. …

Elections & Market Outcomes

July 30, 2024

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 …

Celebrating Your Financial Freedoms

July 3, 2024

Pausing on the eve of Independence Day, we want to express our gratitude for living in a free nation with the freedom and right to pursue happiness, as established in …

What If You Knew …

June 18, 2024

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 …