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

The Common Thread in Every
New Beginning

Every Transition Has a Story Over the coming weeks, we will offer a 5-part series titled “Women in Transition: Rebuilding Financial Confidence After Change.”  Over the course of this series, we will explore some of life's most significant transitions: Loss of a spouse Divorce Business or professional success A spouse’s health ...
Read More

Investing In The Worst Time?

April 10, 2025

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 …

Five Years Later:

March 13, 2025

Are We Entering Another Era Of Unprecedented Times? Five years ago, the world was blindsided. The COVID-19 pandemic swept the globe, disrupting lives and economies and fundamentally changing how we …

Is The Economy Good or Bad?

February 19, 2025

It Depends Where You Look.  Welcome back to the Gates Pass Advisors blog!  We’re constantly bombarded with economic headlines – Inflation! Recession! Boom! Bust!  Additionally, with the new administration a …

Forecast Follies – The Behavioral Finance Network Video

December 17, 2024

It’s that time of year when forecasts abound.  Experts telling us what they expect the market to do in 2025. But we want to make sure investment decisions are driven …

Check out our Getting There  Podcasts

Share This Post, Choose Your Platform!