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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VIDEO: Behavioral Finance – First Half Market Review

July 20, 2023

Behavioral Finance Video: First Half Market Review An eventful start to 2023 with a few important lessons to help us make better investment decisions. This video is narrated by Jay …

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VIDEO: Behavioral Finance – A Glimpse of the Markets Future

June 13, 2023

Behavioral Finance Video: A fun game in prospective hindsight…what would you do if you knew certain things about the market’s future? Your friend comes back from the future and shares …

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Eventual Recession

The Eventual Recession

May 12, 2023

Since early last year economists, market experts, and even corporate CEOs have been predicting a recession for this year.  We have heard that word ‘recession’ a lot.  Then, with inflation …

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VIDEO: Behavioral Finance – Danger: Headlines Ahead

April 4, 2023

Behavioral Finance Video: Danger: Headlines Ahead Mark Twain said, “Never let the truth get in the way of a good story.”  It might be more applicable today if he said, …

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