Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

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From:

YOUR GATES PASS
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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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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Your Marriage Needs a CFO and COO

Your Marriage Needs a CFO and a COO: Insights on Marriage and Finances

September 8, 2023

Introduction Marriage, often portrayed as a romantic union between two people, requires more than just love and affection to thrive; it requires insights on marriage and finances.  Have you noticed …

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VIDEO: Behavioral Finance – The Magnificence of Diversification

August 30, 2023

Behavioral Finance Video: The Magnificence of Diversification Diversification isn’t just for risk management… it can increase returns too!  This video is narrated by Jay Mooreland, the CEO of the …

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American Red Cross - Hawaii Chapter

Supporting Maui Fire Victims: Where to Donate and Make a Difference

August 24, 2023

I was unable to sleep Friday night.  It’s not unusual for me to wake up in the night.  My failsafe go-to is to turn on a podcast.  99 times out …

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