Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

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YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

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Economy Good or Bad

Is The Economy Good or Bad?

That answer depends largely on where you get your information.  To answer any question about the markets or economy, let us at Gates Pass Advisors be your primary source for ...
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VIDEO: Behavioral Finance – Investing in a Bear Market

October 17, 2022

Behavioral Finance Video by Jay Mooreland, MS, CFP® INVESTING IN A BEAR MARKET Investing in bear markets can be scary.  Anxiety, concern, and fear are normal to feel. Negative outlooks …

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Is 2022 Wiping Out my 2021 Retirement Plan - Webinar

Is 2022 Wiping Out My 2021 Retirement Plan? – Webinar Replay

October 4, 2022

Webinar Replay Is 2022 Wiping Out My 2021 Retirement Plan? A LIVE DISCUSSION Thanks to those who attended our LIVE DISCUSSION via Zoom. Below is the video of our meeting …

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Gates Pass Advisors - Chasing Returns to Get to Safety

Chasing Returns to Get to Safety

September 14, 2022

A favorite (and costly) pastime of investors is to invest in assets that have recently done well. This happens in good times as investors seek better returns, and they happen …

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REAL FINANCIAL PLANNING FOR HENRYs
4 Ways High Earners Can Strategize for the Future

September 9, 2022

Are you a HENRY? If the term is new to you, HENRY is an acronym for High Earner, Not Rich Yet. It describes younger, high-income professionals who have the potential …

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