Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei

When We Becomes Me

August 10, 2026

Rebuilding Financial Confidence After the Loss of a Spouse There are few life transitions more profound than losing a spouse. In an instant, life changes in ways that extend far beyond grief. Along with the emotional loss comes a new reality; one that often includes making financial decisions alone for the ...

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 …

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 …