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 ...

Headlines and Truths

November 10, 2025

Fact or Fake? The media often runs attention-grabbing headlines, which could hurt investors if taken at face value! We ensure your investment decisions are made based on your plan, not …

What Spooked Our Clients This Year?

October 31, 2025

At Gates Pass Advisors, we spend a lot of time not just managing portfolios but understanding the people behind them. Every year brings a new mix of hope, opportunity, and …

2026 Medicare Enrollment Q & A

October 3, 2025

What You Need to Know Before Making Your Choices *IMPORTANT VIDEO WITH PERTINENT QUESTIONS SECTION IS AT THE END OF THE BLOG In my experience over the past 30+ years …

Personal Guidance Still Matters!

August 28, 2025

Artificial intelligence is the hot topic. It has fueled stock market appreciation and entered our lives in numerous ways. If you are engaged digitally, you’ll find apps that recommend the …