Personal Finance - Gates Pass Advisors

RELIABLE CONFIDENCE DURING UNCERTAINTY
3 Steps to Trusting Your Decisions

Investors face a very different environment today. While the future [...]

GPA Content2022-09-12T15:42:45-07:00July 12, 2022|Categories: Blog, Financial Planning, Investing, Personal Finance|

Chaotic Markets, Economic Uncertainty, and Some Good News – Webinar Replay

Webinar Replay Chaotic Markets, Economic Uncertainty, and Some Good [...]

GPA Content2022-09-10T15:40:37-07:00June 28, 2022|Categories: Blog, Esther Szabo, Financial Planning, Investment Planning, Personal Finance, Webinar|

STOP THINKING ABOUT IT
How Fear Can Lead to Bad Investment Choices

If you’ve already made some wrong investment choices over the [...]

GPA Content2022-09-12T15:43:15-07:00June 23, 2022|Categories: Blog, Financial Planning, Investing, Personal Finance|

Gates Pass Advisor Erik Schei Passes CeFT Certification

Since 2019, Associate Advisor Erik Schei has bridged the gap [...]

GPA Content2022-08-08T13:41:39-07:00June 22, 2022|Categories: Blog, Financial Planning, Investing, Personal Finance|

WOMEN DESERVE TO BE HEARD
Gender Inequality in the Financial Industry

Ask any woman about her experience with unequal treatment by [...]

Gates Pass Advisors2022-09-12T15:43:55-07:00May 26, 2022|Categories: Blog, Financial Planning, Investing, Personal Finance, Women And Wealth|

FINANCIAL PLANNING AFTER A LOSS
3 Things to Look For In An Advisor

Facing the loss of a partner can be overwhelming. Almost [...]

Gates Pass Advisors2022-09-12T15:44:19-07:00May 26, 2022|Categories: Blog, Financial Planning, Investing, Personal Finance, Women And Wealth|

Is 2022 the Year of the Next Financial Crisis? Maybe Not

Just when it seemed like the world was coming out [...]

Gates Pass Advisors2022-08-06T16:35:36-07:00May 19, 2022|Categories: Blog, Financial Planning, Investing, Personal Finance|

Regarding HENRYs
Getting Your Assets in Order

Have you heard about HENRYs? An acronym for “High Earners, [...]

Gates Pass Advisors2022-09-12T15:44:33-07:00May 19, 2022|Categories: Blog, Financial Planning, HENRYs, Investing, Investment Planning, Personal Finance|

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.