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 – Pragmatic Perspectives

November 7, 2022

Behavioral Finance Video: PRAGMATIC PERSPECTIVES Year-to-date, the stock market is down 18%. Bonds are down 15% and the supposed inflation-fighting asset class of gold is down 10%. Many financial experts …

5 Ways to Maximize your Employee Benefits

November 2, 2022

5 Ways to Maximize your Employee Benefits Looking through an employee benefits packet can be overwhelming, especially if you just started a new position. But the decisions you make about …

Taking Care of Medicare in the United States

October 31, 2022

Taking Care of Medicare in the United States In the United States, Medicare can be a confusing subject to navigate, especially alone. With the annual enrollment period open from October …

Cash Isn’t King: Avoiding Hindsight Bias In Turbulent Markets

October 19, 2022

Cash Isn’t King: Avoiding Hindsight Bias In Turbulent Markets As we fully enter the fall season, the markets continue to seesaw dramatically. Some are lamenting why they weren’t in cash from …

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