Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

An Investment Lesson for the Ages

An Investment Lesson for the Ages

Every now-and-then, the stock market reminds us of some very important truths.

We want to ensure your plan, not short-term outcomes, guides your investment decisions.

© The Behavioral Finance Network and Gates Pass Advisors

This video is narrated by Erik Schei CFA, Senior Advisor of Gates Pass Advisors – dedicated to educating investors about the ‘gotcha’s’ of mental shortcuts that can reduce investment returns.

GATES PASS ADVISORS TEAM

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K. Esther Szabo, CFP®(opens in new tab)

Certified Financial Transitionist®
Founder and CEO

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Erik Schei, CFP®, CFA(opens in new tab)

Certified Financial Transitionist®
Senior Advisor