Getting There Resources2022-06-22T17:16:57-05:00

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YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

from:

YOUR GATES PASS PERSONAL FINANCIAL GUIDES

from:

YOUR GATES PASS PERSONAL FINANCIAL GUIDES

Gates Pass Advisor Erik Schei Passes CeFT Certification

June 22, 2022|

Since 2019, Associate Advisor Erik Schei has bridged the gap between customers and expert financial planning through effective communication. Erik started his career in investment management in 2006 and soon saw a need for trusted advisors who have the knowledge to manage investments but can also serve as a guide to financial planning that caters to each person’s needs. When Erik joined Gates Pass, he found extreme success [...]

VIDEO: Surviving Volatility

June 20, 2022|

When volatility increases, many investors become uncomfortable and may consider making changes to their investments. Anytime we have a significant concern, it is essential we take a step back and assess the situation with the proper perspective. Volatility, while uncomfortable, is a normal and natural part of stock markets. It has always occurred, and we can expect it will continue to occur. Volatility is the price investors pay [...]

A LIVE DISCUSSION
Chaotic Markets, Economic Uncertainty, and Some Good News Webinar

May 26, 2022|

Wednesday June 22nd 11:00am PST | 45 minutes When the financial headlines are dire… you need the right guidance to know the best path forward. Join Esther Szabo and Erik Schei of Gates Pass Advisors for a live discussion of our current economic realities, and smart strategies for nervous markets. AGENDA: A snapshot of our current market turbulence and its historical context What Behavioral Finance tells us [...]

Women Deserve to Be Heard: Gender Inequality in the Financial Industry

May 26, 2022|

Ask any woman about her experience with unequal treatment by professionals and she’s sure to have more than one example. Women are all too familiar with being overlooked, ignored, and put on the back burner when their male counterparts are in the room. Consider these scenarios: A doctor dismisses valid symptoms, blaming them on hysteria The car mechanic reports a bogus diagnosis to rack up a higher bill [...]

 

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