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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Staying Grounded in Turbulent Times

Staying Grounded in Turbulent Times

November 29, 2023

Staying Grounded in Turbulent Times The Power of Remaining Calm in the Face of ConcerningUnited States Markets and Dramatic Headlines Introduction: As individuals navigating the unpredictable waves of life, we …

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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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