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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4 Ways to Control Your Spending – Part 2

December 12, 2022

In our previous blog, 4 ways to Control Your Spending – Part 1, we looked at four tips to help you get a handle on your spending. Alison Salisbury, owner and founder …

VIDEO: Behavioral Finance – Boring is Beautiful

December 6, 2022

Behavioral Finance Video: BORING IS BEAUTIFUL Over the past few years, many investments have been hyped by the financial media and several have experienced near-parabolic gains. These include meme stocks, …

4 Ways To Control Your Spending – Part 1

December 5, 2022

Whether you are starting your first job or well into retirement, understanding where your money goes is crucial to avoiding financial stress. The explosion of internet shopping, credit cards with …

7 Tips for Navigating Loss During the Holidays

December 1, 2022

For those that have experienced loss, the holidays can be a tough time. Mourning a spouse, child, other family member, or even a pet can make it difficult to get …

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