Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

101-estherpodcast800.jpg

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

122-erikpodcast800.jpg
Investing in the worst time

Investing In The Worst Time?

The headlines scream uncertainty.  Potential sweeping changes in global trade, talk of inflation, rising interest rates, and potential recession fill the airwaves. It certainly feels like the worst possible time ...
Read More
An Investment Lesson for the Ages

An Investment Lesson for the Ages

September 24, 2024

Every now-and-then, the stock market reminds us of some very important truths. We want to ensure your plan, not short-term outcomes, guides your investment decisions. © The Behavioral Finance Network …

Read More >
Engaging a Fiduciary for your Dependent Adult Child in CA

Engaging a Fiduciary for your Dependent Adult Child

September 20, 2024

Embracing the Future with Confidence At Gates Pass Advisors, we find that many prospective clients tell us with some trepidation, “My family situation is a little unusual.”  I always smile …

Read More >
Gen Xers Navigating Towards Retirement

Navigating towards Retirement:
Hope and Strategy for the Gen Xer’s

August 29, 2024

A Message of Hope and Strategy from Gates Pass Advisors for the Gen Xer Community Gen Xers face unique challenges as they stand at the threshold of their potential retirement …

Read More >
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. …

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.