Special Surveys

Theodore Marc Gutierrez, RFP October 21, 2019 Special Surveys2019-10-21T19:36:34+08:00

Overcoming Your Anxiety with Numbers through Play
By Theodore Marc Gutierrez, RFP
In Behavioral Finance, Blogs, Financial Planning, Gamification Projects
Your long-held math anxiety may be the reason why you’re delaying your financial plan. To ease the […]
Games vs COVID and the Fight to Stave off Low Motivation
By Theodore Marc Gutierrez, RFP
In Blogs, Gamification Projects
There is no single cure-all for the pandemic. Fortunately, we thought of a way forward to […]
The High Road, and the low
By Theodore Marc Gutierrez, RFP
In Blogs, Financial Planning, Gamification Projects, Our Values
Years ago, I stumbled upon a beautiful poem from the 19th century by an English poet, John Oxenham […]
The New Normal in the Financial Advisory Profession
By Theodore Marc Gutierrez, RFP
In Blogs, Financial Literacy, Financial Planning, Wealth Mindset
The one consistent aftermath of a crisis is that it would have created an abrupt change in the […]
The Perks and Quirks of Endowment Bias
By Theodore Marc Gutierrez, RFP
In Behavioral Finance, Blogs
The Endowment Effect is a rapid test that can show you how much you value your ego. Really. A […]