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
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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VIDEO: Behavioral Finance – First Half Market Review

July 20, 2023

Behavioral Finance Video: First Half Market Review An eventful start to 2023 with a few important lessons to help us make better investment decisions. This video is narrated by Jay …

VIDEO: Behavioral Finance – A Glimpse of the Markets Future

June 13, 2023

Behavioral Finance Video: A fun game in prospective hindsight…what would you do if you knew certain things about the market’s future? Your friend comes back from the future and shares …

The Eventual Recession

May 12, 2023

Since early last year economists, market experts, and even corporate CEOs have been predicting a recession for this year.  We have heard that word ‘recession’ a lot.  Then, with inflation …

VIDEO: Behavioral Finance – Danger: Headlines Ahead

April 4, 2023

Behavioral Finance Video: Danger: Headlines Ahead Mark Twain said, “Never let the truth get in the way of a good story.”  It might be more applicable today if he said, …

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