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
After The Holidays

After The Holidays:

At this point, the holidays seem a distant memory … until the bills arrive.  January is when the credit card statements can feel heavier, especially in a high-cost state where housing, insurance, healthcare, and taxes already demand careful attention, and during a time of national unrest.
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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 …

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 …

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 …

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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