Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

101-estherpodcast800.jpg

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

122-erikpodcast800.jpg
How Investors can play the elections of 2024

How Investors Can Play the 2024 Election

Should we play the sectors? That’s not so easy. The media has been talking about how investors can play the presidential election with commentary on what changes to make to ...
Read More

VIDEO: Behavioral Finance – Climbing the Wall of Worry

February 7, 2023

Behavioral Finance Video: CLIMBING THE WALL OF WORRY Climbing the wall of worry is the tendency for markets to rise despite always have something to worry about. And 2023 is …

Read More >

8 Ways to Protect Your Home and Assets

January 31, 2023

For many people, property and casualty insurance policies are too often an afterthought. However, if the unexpected happens and adequate protection is not in place, the best financial plans and …

Read More >

6 Tips to Help with Estate Planning for Children with Special Needs

January 11, 2023

6 Tips to Help with Estate Planning for Children with Special Needs The day-to-day challenges around caring for a child with special needs can make it difficult to think ahead. …

Read More >
VIDEO: 3 Investment Lessons From 2022 -Gates Pass Advisors

VIDEO: Behavioral Finance – 3 Investment Lessons From 2022

January 11, 2023

Behavioral Finance Video: 3 INVESTMENT LESSONS FROM 2022 1st Lesson – Surprises Happen In 2022, we were surprised by the Russian invasion of Ukraine. We also experienced record high gas …

Read More >

Check out our Getting There  Podcasts

Share This Post, Choose Your Platform!

Copyright © 2022 Gates Pass Advisors

Gates Pass Advisors, LLC is an investment advisor registered with the State of California. Investment advice is only offered in jurisdictions where we are registered, exempt, or excluded from such requirements and this website should not be construed as a solicitation to provide advisory services in any 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.