Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

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PERSONAL FINANCIAL GUIDES

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How Investors can play the elections of 2024

How Investors Can Play the 2024 Election

Should we play the sectors? That’s not so easy. The media has been talking about how investors can play the presidential election with commentary on what changes to make to ...
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Who Would Have Thought - 2023 in Review

Who Would Have Thought? 2023 Year in Review.

January 19, 2024

Who Would Have Thought? 2023 is a great example of using what happened vs what was predicted as a key lesson to improve our decision-making (and willingness to be swayed by short-term swings) going forward. This is especially true in the investment realm.

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A robust forecast for 2024

A Robust Forecast for 2024

January 5, 2024

Market and Economic Forecasts.

The brain may be filled with gray matter, but it hates gray areas. And there are few other places we find gray areas (uncertainty) than in the economies and markets of the world. One word of caution: our innate desire for certainty leaves us prone to fall for the illusion of certainty. Market and economic forecasts often provide an illusion of certainty.

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Happy Holidays

December 22, 2023

To each and every one of our incredible clients and their families… 🌟🎄 Happy Holidays and a Joyous New Year!🎉✨ As the year draws to a close, we wanted to …

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Forecast Frenzy - Behavioral Video

VIDEO: Behavioral Finance – Forecast Frenzy

December 19, 2023

Forecast Frenzy: Why Market Forecasts Should Be Ignored Tis the season for 2024 market forecasts. History shows we may want to ignore them. This video is narrated by Jay Mooreland, …

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