Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo, CFP®
Esther Szabo, CFP®

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei, CFA
Erik Schei, CFA

The Common Thread in Every
New Beginning

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 ...
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Happy Valentines Day!

February 14, 2024

Happy Valentine’s Day!

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.

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.

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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