Behavioral Finance Video: The ABCs of Successful Investing Just [...]
Introduction Marriage, often portrayed as a romantic union between two [...]
Behavioral Finance Video: The Magnificence of Diversification Diversification isn’t just [...]
I was unable to sleep Friday night. It’s not unusual [...]
Behavioral Finance Video: First Half Market Review An eventful start [...]
Behavioral Finance Video: A fun game in prospective hindsight…what would [...]
Since early last year economists, market experts, and even corporate [...]
Behavioral Finance Video: Danger: Headlines Ahead Mark Twain said, “Never [...]
Reaching your goals requires not only setting attainable goals and [...]
Every year we do a market forecast where our first [...]
What do you want to accomplish? Successful goal setting starts [...]
Behavioral Finance Video: CLIMBING THE WALL OF WORRY Climbing the [...]
For many people, property and casualty insurance policies are too [...]
6 Tips to Help with Estate Planning for Children with [...]
Behavioral Finance Video: 3 INVESTMENT LESSONS FROM 2022 1st Lesson [...]
In our previous blog, 4 ways to Control Your Spending – Part [...]
Behavioral Finance Video: BORING IS BEAUTIFUL Over the past few [...]
Whether you are starting your first job or well into [...]
For those that have experienced loss, the holidays can be [...]
Behavioral Finance Video: PRAGMATIC PERSPECTIVES Year-to-date, the stock market is [...]
5 Ways to Maximize your Employee Benefits Looking through an [...]
Taking Care of Medicare in the United States In the [...]
Cash Isn’t King: Avoiding Hindsight Bias In Turbulent Markets As we [...]
How Professional Organizers Can Help with the Divorce Process Divorce [...]
Managing Divorce With Children Divorce is never easy. It can [...]
Behavioral Finance Video by Jay Mooreland, MS, CFP® INVESTING IN [...]
A favorite (and costly) pastime of investors is to invest [...]
Are you a HENRY? If the term is new to [...]
There’s a lot to consider when it comes to retirement [...]
Behavioral Finance Video by Jay Mooreland, MS, CFP® THE VIRTUE [...]
Some of us may recollect when going to college was [...]
Many people are experiencing a heightened sense of uncertainty this [...]
Gates Pass Advisor’s own Esther Szabo, CeFT® is a guest on [...]
Behavioral Finance Video by Jay Mooreland, MS, CFP® ATTENTION ALLOCATION [...]
Investors face a very different environment today. While the future [...]
Webinar Replay Chaotic Markets, Economic Uncertainty, and Some Good [...]
If you’ve already made some wrong investment choices over the [...]
Since 2019, Associate Advisor Erik Schei has bridged the gap [...]
Behavioral Finance Video Surviving Volatility When volatility increases, many investors [...]
Ask any woman about her experience with unequal treatment by [...]
Facing the loss of a partner can be overwhelming. Almost [...]
Just when it seemed like the world was coming out [...]
Have you heard about HENRYs? An acronym for “High Earners, [...]
Esther Szabo and her associate Erik Schei discuss personal insurance [...]
Esther Szabo is joined by Andrea Roth, an independent art [...]
Esther Szabo welcomes Derry Wisnom of Risk Strategy Company to [...]
Esther Szabo is joined by Paul Seabrook, founder and attorney [...]
In this episode, Robert Meckstroth discusses how he helps advisors [...]
Everyone knows age 65 = Medicare. But the many decisions [...]
In this episode, Esther Szabo welcomes back Joan McCreary, Certified [...]
In this episode, Esther Szabo is joined by Certified Professional [...]
In this episode, Esther Szabo speaks with Dr. Barbara Provost, [...]
In this episode, Esther Szabo explores the foundations of cryptocurrencies [...]
Learn the importance of preparing for the proposed tax changes [...]
Discover how to develop and implement a special needs trust [...]
Learn whether the markets have fully recovered from the dip [...]
Learn the various retirement living options available to you with [...]
Learn how the COVID-19 pandemic has altered the way people [...]
In this episode, learn about the HENRY (High Earners, Not [...]
Discover ways you can secure your financial future while helping [...]
In this episode, Esther Szabo talks with Kristi Royse, the [...]
To help you put together your 2021 budget, Fiscally Fit’s [...]
In this episode, join Esther Szabo and Alison Salisbury, the [...]
Esther Szabo is back with Matt Schlegel from Schlegel Consulting [...]
Join Esther Szabo and Schlegel Consulting’s Matt Schlegel to explore [...]
Join Esther Szabo as she reflects on 2020 and some [...]
Learn why, despite the many changes and disturbances happening around [...]
Learn how combining the technical and personal aspects of planning [...]
In this episode, Esther Szabo welcomes chiropractor and personal trainer, [...]
Join Esther Szabo and retirement expert Marcia Mantell to learn [...]
Join Esther Szabo and Social Security expert Marica Mantell as [...]
Prepare to to tackle your year-end planning tasks with Esther [...]
Join Esther Szabo as she shares her first-hand experience with [...]
Join Esther Szabo and Primark Benefits’ Stephen Dobrow, ERPA, APA, [...]
Learn how you can better prepare for retirement with Esther [...]
Learn how effective Gates Pass Advisor’s holistic planning approach can [...]
Esther Szabo shares how she walked through an ‘off the [...]
In this episode, join Esther Szabo to review the first [...]
Join Esther Szabo and University Investments’ Greg Osgood to explore [...]
Listen as Esther Szabo reveals three critical traits that will [...]
Listen as Esther Szabo reveals three critical traits that will [...]
Hear how planning ahead with long-term care insurance impacted Elena [...]
Discover the current state of the markets and its impact [...]
Join Esther Szabo as she reveals three tips to help [...]
Hear Esther Szabo’s calming perspective on how COVID-19 is affecting [...]
In this special episode, we share updates on how we [...]
Discover what benefits a private fiduciary can bring to you [...]
Navigate this tax season with Esther’s guide on what to [...]
Join Esther Szabo and Erik Schei as they share their [...]
Gain clarity about the year ahead with Esther Szabo’s forecast [...]
Esther Szabo encourages you to consider which aspects of your [...]
Make financial decisions with confidence even if beginning a new [...]
Learn helpful tips for navigating the stresses of the holiday [...]
Learn year end financial opportunities you may not want to [...]
Discover how forensic accountants, like Irina Anissimova, help determine spousal [...]
Learn how forensic accountants like Irina Anissimova can help simplify [...]
Learn what probate is and why it’s important to avoid. [...]
A woman in transition is faced with all sorts of [...]
Whether the next recession is imminent or not, discover what [...]
Discover how financial advisors charge for their services, which method [...]
Tune in now to learn about the strategies Esther Szabo [...]
Listen in to learn how fiduciaries like Esther Szabo handle [...]
Learn how a Certified Divorce Financial Analyst works with you [...]
Listen to learn more about why this woman-owned, women-focused firm [...]
Ever feel frozen or unsure of the right next step [...]
In this episode, you’ll learn: The challenges that can come [...]
A Certified Financial Transitionist also goes through transitions! Esther experienced [...]
Episode 19 With Guest Patrice Horvath For many people, moving [...]
Technology has seeped into almost every corner of our everyday [...]
Global economic conditions are weaker now compared to this time [...]
At Gates Pass Advisors, Esther Szabo helps women in transition [...]
During big life transitions, life can be stressful. That’s why [...]
Long-term-care plans are not one-size-fits-all. But with so much to [...]
Understanding your long-term-care insurance can be confusing and hard to [...]
You’ve just reached a divorce settlement. Now what? In times [...]
Susan Bradley, founder of the Sudden Money Institute says, “When [...]
The idea of being self-employed can be tempting for many. [...]
The word “budget” may feel like a six-letter dirty word [...]
Recent market volatility has been a source of concern [...]
Since 2009, we’ve had a good run with the stock [...]
As we approach the end of 2018, now is the [...]
In part two of her mini-series on financial termites, Esther [...]
What are financial termites? Like their namesake, financial termites are [...]
As Esther Szabo likes to say, proper prior planning prevents [...]
When Esther Szabo was in her early 20s, she earned [...]
In this inaugural episode of the Women and Wealth podcast, [...]
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Gates Pass Advisors, LLC is an investment advisor registered with the State of California. Investment advice is only offered in jurisdictions where we are registered, exempt, or excluded from such requirements and this website should not be construed as a solicitation to provide advisory services in any other jurisdictions.
The information, opinions, statements, and links (collectively, “Content”) appearing on this website or contained in the “Getting There Podcast” (“Podcast”) have been obtained from or are based upon information obtained from sources which we believe to be reliable, however, we do not warrant or guarantee the timeliness or accuracy of any such information. The Content appearing on this website and in the Podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions and statements expressed by any guest on the Podcast are solely their own opinions, and do not necessarily reflect the firm’s views. The appearance of any guest on the Podcast should not be construed as an endorsement or testimonial with respect to our firm, our personnel, or our advisory services. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear.
Copyright © 2022 Gates Pass Advisors
Gates Pass Advisors, LLC is an investment advisor registered with the State of California. Investment advice is only offered in jurisdictions where we are registered, exempt, or excluded from such requirements and this website should not be construed as a solicitation to provide advisory services in any other jurisdictions.
The information, opinions, statements, and links (collectively, “Content”) appearing on this website or contained in the “Getting There Podcast” (“Podcast”) have been obtained from or are based upon information obtained from sources which we believe to be reliable, however, we do not warrant or guarantee the timeliness or accuracy of any such information. The Content appearing on this website and in the Podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions and statements expressed by any guest on the Podcast are solely their own opinions, and do not necessarily reflect the firm’s views. The appearance of any guest on the Podcast should not be construed as an endorsement or testimonial with respect to our firm, our personnel, or our advisory services. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear.
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