Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

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PERSONAL FINANCIAL GUIDES

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3 Tips on How to Invest at All-Time Highs

How to Invest at All-Time Highs

3 Tips to Invest During These Times. When markets are high, sometimes we get concerned. We may think that the market is overextended and overvalued. We know that nothing lasts ...
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VIDEO: Behavioral Finance – Calm Amid Crises

November 17, 2023

Behavioral Finance Video: Two Ways to Find Calm Amid Current Crises We can experience calm, even among the numerous crises du jour, by following a few simple steps.  This …

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Timely Economic Perspectives

VIDEO: Behavioral Finance – Timely Economic Perspectives

November 1, 2023

Behavioral Finance Video: Timely Economic Perspectives The media has been talking about several “threats” to the economy. We break down these “threats” to provide a helpful perspective. This video is …

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Successful Investing - The cost of timing the market

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 …

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The ABCs of Successful Investing

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 …

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