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 forever and may believe that it is due to go down at some point. And that is a good assumption. The fact that the market…
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March Madness -Tolerating the Stock Market Madness
March Madness Tolerating the Stock Market Madness With basketball’s March Madness tournament approaching, now is a fitting moment to contemplate the chaotic nature of the stock market. What triggers this market madness? There are myriad factors at play, but one of the most substantial challenges for investors is the pronounced variability in asset prices. This…
Addressing Longevity Risk: The Importance of Financial Planning
Overview of Financial Planning Importance This document is about the importance of financial planning in addressing longevity risk and ensuring a secure and comfortable retirement. Gates Pass Advisors Real Client Stories Just this last week I met with the heads of two households – one who has been a client for over 20 years and…
Who Would Have Thought? 2023 Year in Review.
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.
A Robust Forecast for 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.
Happy Holidays
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 take a moment to send our warmest wishes your way. 2023 has been quite a journey in the financial world, filled with ups and downs,…
VIDEO: Behavioral Finance – Forecast Frenzy
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, the CEO of the Behavioral Finance Network – dedicated to educating investors about the ‘gotcha’s’ of mental shortcuts that can reduce investment returns. ©The Behavioral…
Staying Grounded in Turbulent Times
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 are no strangers to the occasional bout of financial unease. While November inflation data have proven encouraging to the equity markets, just about every few…
85. Articulate and Achieve Your Goals with Lela Meinke
All financial plans are built around goals. Goals can be exciting, and they can be intimidating. It can actually be challenging to articulate what one really wants, and then commit to move forward, despite setbacks that may arise. In this episode, Esther Szabo is joined by Lela Meinke, founder of Serenity Cards & Coaching. Lela…