About Gleba & Associates

Gleba & Associates is an independent firm that treats you like family. Our Investment Advisor Representatives provide Financial Planning and Wealth Management Services. Our team offers a personal approach to financial planning by finding out what you want and developing a strategy to make it happen. We help families become retirement ready, and small businesses with their retirement plans. What does your future look like? Let us help you make it a reality.

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Family Monthly Newsletter

July 2018

7 Ways to Fight Fear With Facts

You wouldn’t be human if you didn’t fear loss.
Nobel Prize-winning psychologist Daniel Kahneman demonstrated this with his loss-aversion theory, showing that people feel the pain of losing money more than they enjoy gains. As such, investors’ natural instinct is to flee the market when it starts to plummet, just as greed prompts us to jump back in when stocks are skyrocketing. Both can have negative impacts.

Business Quarterly Newsletter

july 2018

Enjoy the goal planning process

“If you don’t know where you’re going, any road will get you there.”
It’s true; If you don’t know where your journey should end, you can do whatever you want along the way and never get accused of being off track. However, that doesn’t mean you’ll get where you want to go.There may be no better example of this than goal planning. No one can fault you for not having a “successful” year.however you define it — if you don’t determine what you want to achieve ahead of time.