Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo, CFP®
Esther Szabo, CFP®

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei, CFA
Erik Schei, CFA
AI Financial Advice vs Human Financial Advice

Personal Guidance Still Matters!

Artificial intelligence is the hot topic.  It has fueled stock market appreciation and entered our lives in numerous ways. If you are engaged digitally, you’ll find apps that recommend the ...
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Market At Highs – What’s Next?

August 28, 2025

In late July the market again reached all-time highs… … surging higher despite ongoing concerns. With all that is going on, you may think the market is overextended, and knowing …

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Are You Leaving $1M On The Table?

Are You Leaving Money On The Table?

July 31, 2025

The Real Cost of Not Having a Financial Plan At Gates Pass Advisors, we meet many couples in their 50s and 60s who have saved diligently yet still feel uncertain …

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2025 Market Twist & Turns

July 17, 2025

It’s been a turbulent year for investors! Both in terms of news and stock market movements, and they want to get off the Roller Coaster! Ready to move past the …

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Investing Amid Conflicting Signals

June 27, 2025

Despite negative sentiment, investors have continued to buy stocks. Warren Buffett said, “People have emotions, but you’ve got to check them at the door when you invest.” Ready to move …

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