Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

A Robust Forecast for 2024

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.

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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,…

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VIDEO: Behavioral Finance – Forecast Frenzy

Forecast Frenzy - Behavioral Video

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…

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Staying Grounded in Turbulent Times

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…

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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…

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