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

Maximizing RSU Grants

You’ve got RSU’s. Now what? If you’re working in tech, chances are RSUs (Restricted Stock Units) are a big part of your compensation. Between debugging code, late-night product launches, and ...
Read More
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 …

Read More >

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 …

Read More >

FINANCIAL PLANNING AFTER A LOSS
3 Things to Look For In An Advisor

May 26, 2022

Facing the loss of a partner can be overwhelming. Almost immediately, you may be expected to make financial decisions that impact your future. But when it feels like the rug …

Read More >

Is 2022 the Year of the Next Financial Crisis? Maybe Not

May 19, 2022

Just when it seemed like the world was coming out of a two-year-long pandemic, the war in Ukraine has gas prices soaring and tensions about the future on the rise.  …

Read More >

Check out our Getting There  Podcasts

Share This Post, Choose Your Platform!

Copyright © 2025 Gates Pass Advisors

Investment advice is only offered in jurisdictions where Gates Pass Advisors, LLC is registered, exempt, or excluded from such requirements. This website should not be construed as a solicitation to provide advisory services in 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.