Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo, CFP®

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei, CFA

The Common Thread in Every
New Beginning

July 6, 2026

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 ...

How Investors Can Play the 2024 Election

October 21, 2024

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 …

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 …

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 …

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 …