Gates Pass Advisors believes that a well-rounded, holistic approach to your financial picture can help you get through challenging times like what we’ve seen this year.
In this episode, Esther Szabo paints a picture of just how effective this planning approach can be, and why it is needed now more than ever as we navigate our way through market ups and downs due to COVID-19.
In this episode, you will learn:
- Whether you should sell your investments now that the market has started to recover
- Why portfolio management should be highly personalized
- The role behavioral finance plays in your financial planning
- Reasons why Gates Pass Advisors is upfront about their fees
- And more!
Tune in now and discover how you can harness the power of holistic planning to help you navigate this year’s transitions!