Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

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From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

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Five Years Later

Five Years Later:

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 ...
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Your Marriage Needs a CFO and COO

Your Marriage Needs a CFO and a COO: Insights on Marriage and Finances

September 8, 2023

Introduction Marriage, often portrayed as a romantic union between two people, requires more than just love and affection to thrive; it requires insights on marriage and finances.  Have you noticed …

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VIDEO: Behavioral Finance – The Magnificence of Diversification

August 30, 2023

Behavioral Finance Video: The Magnificence of Diversification Diversification isn’t just for risk management… it can increase returns too!  This video is narrated by Jay Mooreland, the CEO of the …

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American Red Cross - Hawaii Chapter

Supporting Maui Fire Victims: Where to Donate and Make a Difference

August 24, 2023

I was unable to sleep Friday night.  It’s not unusual for me to wake up in the night.  My failsafe go-to is to turn on a podcast.  99 times out …

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VIDEO: Behavioral Finance – First Half Market Review

July 20, 2023

Behavioral Finance Video: First Half Market Review An eventful start to 2023 with a few important lessons to help us make better investment decisions. This video is narrated by Jay …

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