Getting There
FINANCIAL GUIDANCE
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Supporting Your Spouse Through Dementia
STOP THINKING ABOUT IT
How Fear Can Lead to Bad Investment Choices
If you’ve already made some wrong investment choices over the years, that’s okay. Mistakes are opportunities for us to learn and grow from. What’s not okay is making the same …
Read More >Gates Pass Advisor Erik Schei Passes CeFT Certification
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 …
Read More >VIDEO: Behavioral Finance – Surviving Volatility
Behavioral Finance Video Surviving Volatility 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 …
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WOMEN DESERVE TO BE HEARD
Gender Inequality in the Financial Industry
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 …
Read More >Check out our Getting There Podcasts
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