Finances - Gates Pass Advisors

7 SURPRISING COLLEGE PLANNING TIPS!
What We Learned From Dr. Nancy Paul

Some of us may recollect when going to college was [...]

GPA Content2022-09-10T16:18:42-07:00August 10, 2022|Categories: Blog, College Planning, Finances, Financial Planning, Goals, Investment Planning|

87. 5 Obstacles That Could be Preventing You From Achieving Your Goals with Lela Meinke

Financial planning is all about goal achievement. However, the ability [...]

Podcasting2022-09-02T07:40:19-07:00March 9, 2022|Categories: #Podcast, Change, Esther Szabo, Finance, Finances, Getting There, Goal Setting, Goals, Habits, Investing, Lela Meinke, Mindset, Negative Thinking, Obstacles, Outside Perspective, Path, Role Model, Technology, Women, Women And Wealth|

86. Market Volatility In 2022 with Erik Schei, CFA and CeFT®

Inflation, geopolitical issues and impending interest rate increases are impacting [...]

Podcasting2022-05-12T08:42:15-07:00February 25, 2022|Categories: #Podcast, Bonds, Consumer, Demand, Erik Schei, Esther Szabo, Finance, Finances, Getting There, Government, Inflation, Investing, Investment Planning, Manufacturing, Market Value|

85. Articulate and Achieve Your Goals with Lela Meinke

All financial plans are built around goals. Goals can be [...]

Podcasting2022-02-09T13:19:23-08:00February 9, 2022|Categories: #Podcast, Finance, Finances, Investing, Women, Women And Wealth|Tags: Esther Szabo, Getting There, goal-setting, goals, Lela Meinke, relationships|

84. Looking Back To Move Forward with Erik Schei, CFA and CeFT®

Esther Szabo and Erik Schei look back at the questions [...]

Podcasting2022-05-12T08:42:52-07:00January 5, 2022|Categories: #Podcast, Consumer, Demand, Erik Schei, Esther Szabo, Finance, Finances, Investing, Moving forward, Politic, Women, Women And Wealth|

3/17/2021 – Episode 64: Behavioral Finance and the Psychology of Investing — With Jay Mooreland

To help you better understand your investing behaviors, Jay Mooreland [...]

Podcasting2021-12-22T21:11:15-08:00March 17, 2021|Categories: Finances, Investing|

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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7 SURPRISING COLLEGE PLANNING TIPS!What We Learned From Dr. Nancy Paul