Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

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From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

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Forecast Follies

Forecast Follies – The Behavioral Finance Network Video

It’s that time of year when forecasts abound.  Experts telling us what they expect the market to do in 2025. But we want to make sure investment decisions are driven ...
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STOP THINKING ABOUT IT
How Fear Can Lead to Bad Investment Choices

June 23, 2022

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 …

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Gates Pass Advisor Erik Schei Passes CeFT Certification

Gates Pass Advisor Erik Schei Passes CeFT Certification

June 22, 2022

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 …

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Gates Pass Advisors VIDEO: Surviving Volatility

VIDEO: Behavioral Finance – Surviving Volatility

June 20, 2022

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

May 26, 2022

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 …

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