Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo, CFP®
Esther Szabo, CFP®

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YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei, CFA
Erik Schei, CFA
When Technology Changes Faster Than We Can Measure

AI, Uncertainty, and the Importance of Financial Planning

Artificial intelligence is already reshaping the economy in ways both visible and difficult to measure. As Greg Ip recently wrote in The Wall Street Journal: “AI is more like a hurricane-strength weather system making itself felt across the entire economy. It is distorting the stock market, profits, the speed and composition ...
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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 …

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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