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

The Common Thread in Every
New Beginning

Every Transition Has a Story Over the coming weeks, we will offer a 5-part series titled “Women in Transition: Rebuilding Financial Confidence After Change.”  Over the course of this series, we will explore some of life's most significant transitions: Loss of a spouse Divorce Business or professional success A spouse’s health ...
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Uncertainty, Outcomes and Our Decisions

May 29, 2024

The brain has a lot of gray matter but hates gray areas. It’s a finely tuned planning machine, constantly craving certainty to chart the best path forward. And when we’re …

How to Invest at All-Time Highs

April 19, 2024

3 Tips to Invest During These Times. When markets are high, sometimes we get concerned. We may think that the market is overextended and overvalued. We know that nothing lasts …

March Madness -Tolerating the Stock Market Madness

April 1, 2024

March Madness Tolerating the Stock Market Madness With basketball’s March Madness tournament approaching, now is a fitting moment to contemplate the chaotic nature of the stock market. What triggers this …

Addressing Longevity Risk: The Importance of Financial Planning

March 5, 2024

Overview of Financial Planning Importance This document is about the importance of financial planning in addressing longevity risk and ensuring a secure and comfortable retirement. Gates Pass Advisors Real Client …

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