Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

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From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

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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 ...
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Beware of Complacency Creep

Beware of Complacency Creep

August 21, 2024

Complacency can occur for investors after an extended period of low volatility. After an extended period of calm market performance, we can become extra sensitive to selloffs and market volatility. …

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Elections and Market Outcomes

Elections & Market Outcomes

July 30, 2024

Election season has started. Some tips on investing during and after the elections. Strong opinions and heated debates can get us emotional. But when it comes to financial decisions, we …

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Celebrating Financial Freedoms

Celebrating Your Financial Freedoms

July 3, 2024

Pausing on the eve of Independence Day, we want to express our gratitude for living in a free nation with the freedom and right to pursue happiness, as established in …

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What If You Knew...

What If You Knew …

June 18, 2024

A Helpful Perspective! Even if you were certain of some information about the future, much information is simply unknown. The market is too complex and uncertain to try to time …

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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.