Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

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From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

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Forecast Follies

Forecast Follies – The Behavioral Finance Network Video

It’s that time of year when forecasts abound.  Experts telling us what they expect the market to do in 2025. But we want to make sure investment decisions are driven ...
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7 Tips for Navigating Loss During the Holidays

December 16, 2024

For those that have experienced loss, the holidays can be a tough time. Mourning a spouse, child, other family member, or even a pet can make it difficult to get …

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A Personal Thanksgiving Story

A Personal Thanksgiving Story

November 21, 2024

The impact of direct giving. Like many students, Esther faced the dual challenge of maintaining her grades and securing enough funds to meet her educational expenses. To help pay her …

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Calm Amid Crises

Calm Amid Crises

November 21, 2024

Focusing on your investment plan can help you remain calm during a crisis. The 2024 Presidential Election had strong feelings and opinions on both sides, and potential uncertainty could morph …

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Gates Pass Advisors

Supporting Your Spouse Through Dementia

October 31, 2024

A Path of Compassion and Strength In moments that challenge us to our core, where the predictability of life ebbs away, and we face the raw realities that accompany diagnoses …

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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.