Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

101-estherpodcast800.jpg

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

122-erikpodcast800.jpg
A Personal Thanksgiving Story

A Personal Thanksgiving Story

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 ...
Read More
VIDEO: BORING IS BEAUTIFUL Gates Pass Advisors

VIDEO: Behavioral Finance – Boring is Beautiful

December 6, 2022

Behavioral Finance Video: BORING IS BEAUTIFUL Over the past few years, many investments have been hyped by the financial media and several have experienced near-parabolic gains. These include meme stocks, …

Read More >

4 Ways To Control Your Spending – Part 1

December 5, 2022

Whether you are starting your first job or well into retirement, understanding where your money goes is crucial to avoiding financial stress. The explosion of internet shopping, credit cards with …

Read More >

7 Tips for Navigating Loss During the Holidays

December 1, 2022

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 …

Read More >
VIDEO: PRAGMATIC PERSPECTIVES - Gates Pass Advisors

VIDEO: Behavioral Finance – Pragmatic Perspectives

November 7, 2022

Behavioral Finance Video: PRAGMATIC PERSPECTIVES Year-to-date, the stock market is down 18%. Bonds are down 15% and the supposed inflation-fighting asset class of gold is down 10%. Many financial experts …

Read More >

Check out our Getting There  Podcasts

Share This Post, Choose Your Platform!

Copyright © 2022 Gates Pass Advisors

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.