Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo, CFP®

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei, CFA

When Technology Changes Faster Than We Can Measure

AI, Uncertainty, and the Importance of Financial Planning

May 29, 2026

Artificial intelligence is already reshaping the economy in ways both visible and difficult to measure. As Greg Ip recently wrote in The Wall Street Journal: “AI is more like a hurricane-strength weather system making itself felt across the entire economy. It is distorting the stock market, profits, the speed and composition ...

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 …

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 …

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 …