Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

101-estherpodcast800.jpg

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

122-erikpodcast800.jpg
Gates Pass Advisors

Supporting Your Spouse Through Dementia

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 ...
Read More
Esther Szabo on the “Sudden Money Insights” Podcast with Susan K. Bradley

SUDDEN MONEY INSIGHTS PODCAST
Esther Szabo Invited as Guest Speaker

August 1, 2022

Gates Pass Advisor’s own Esther Szabo, CeFT® is a guest on the May 24 episode of the “Sudden Money Insights” podcast. In this episode, Esther shares with host, Susan Bradley, the …

Read More >
Gates Pass Advisors VIDEO: Attention Allocation

VIDEO: Behavioral Finance – Attention Allocation

July 18, 2022

Behavioral Finance Video by Jay Mooreland, MS, CFP® ATTENTION ALLOCATION You may be familiar with the term asset allocation, which is how we divide up our assets (stocks, bonds, cash …

Read More >
GPA BLOG Reliable Confidence During Uncertainty JUL22

RELIABLE CONFIDENCE DURING UNCERTAINTY
3 Steps to Trusting Your Decisions

July 12, 2022

Investors face a very different environment today. While the future is always uncertain, today’s environment may be even more uncertain. We are living in a time of increasing inflation, increasing …

Read More >

Chaotic Markets, Economic Uncertainty, and Some Good News – Webinar Replay

June 28, 2022

Webinar Replay Chaotic Markets, Economic Uncertainty, and Some Good News A LIVE DISCUSSION Thanks to those who attended our LIVE DISCUSSION via Zoom yesterday. Below is the video of our …

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.