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 ...

Successful Investing: The Cost of Timing The Market

October 5, 2023

It is not unusual for us to be asked whether we should be changing a portfolio of stocks given ‘all the bad news’. Why is it that many investors feel …

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 …