Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo, CFP®

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei, CFA

When Technology Changes Faster Than We Can Measure

AI, Uncertainty, and the Importance of Financial Planning

May 29, 2026

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 ...

VIDEO: Behavioral Finance – The ABCs of Successful Investing

September 21, 2023

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 …

Your Marriage Needs a CFO and a COO: Insights on Marriage and Finances

September 8, 2023

Introduction Marriage, often portrayed as a romantic union between two people, requires more than just love and affection to thrive; it requires insights on marriage and finances. Have you noticed …

VIDEO: Behavioral Finance – The Magnificence of Diversification

August 30, 2023

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 …