At this point, the holidays seem a distant memory … until the bills arrive. January is when the credit card statements can feel heavier, especially in a high-cost state where housing, insurance, healthcare, and taxes already demand careful attention, and during a time of national unrest.
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
Avoiding Potential RSU Tax Issues
Restricted Stock Units (RSUs) can be a valuable part of compensation for many California professionals. But without planning, they can also create unexpected tax consequences.
The goal isn’t to create stress; it’s to create awareness.
After The Holidays:
At this point, the holidays seem a distant memory … until the bills arrive. January is when the credit card statements can feel heavier, especially in a high-cost state where housing, insurance, healthcare, and taxes already demand careful attention, and during a time of national unrest.
Reflecting on 2025
A Year of Growth, Service, and Gratitude at Gates Pass Advisors As we close the chapter on 2025, all of us at Gates Pass Advisors find ourselves filled with gratitude for our clients, our community, and the many experiences that shaped us both personally and professionally this year. In the spirit of transparency, warmth, and…
Are We Due For A Change
The headlines can’t seem to agree! But perspective matters … We ensure your investment decisions are made based on your plan, not impressions.Contact us today to schedule a consultation. We’re here to help you navigate life’s transitions with confidence and clarity. © The Behavioral Finance Network and Gates Pass Advisors This video is narrated by…
Entering This Season of Gratitude
As we move into this Thanksgiving season, all of us at Gates Pass Advisors find ourselves reflecting not just on gratitude, but also on the emotional landscape so many people are navigating right now. This year has brought uncertainty for many: job changes, financial transitions, questions about housing, family responsibilities, and deep care for the…
Headlines and Truths
Fact or Fake? The media often runs attention-grabbing headlines, which could hurt investors if taken at face value! We ensure your investment decisions are made based on your plan, not impressions.Contact us today to schedule a consultation. We’re here to help you navigate life’s transitions with confidence and clarity. © The Behavioral Finance Network and…
What Spooked Our Clients This Year?
At Gates Pass Advisors, we spend a lot of time not just managing portfolios but understanding the people behind them. Every year brings a new mix of hope, opportunity, and uncertainty. And 2025 has been no exception. While markets fluctuate and headlines change, the underlying driver of fear is often the same: uncertainty. Here are…
2026 Medicare Enrollment Q & A
What You Need to Know Before Making Your Choices *IMPORTANT VIDEO WITH PERTINENT QUESTIONS SECTION IS AT THE END OF THE BLOG In my experience over the past 30+ years of providing financial guidance and portfolio management, few things give clients greater concern than possible changes in their healthcare coverage. Each year, from October 15…
Personal Guidance Still Matters!
Artificial intelligence is the hot topic. It has fueled stock market appreciation and entered our lives in numerous ways. If you are engaged digitally, you’ll find apps that recommend the next movie to watch, as well as tools that promise instant investment advice. Given their convenience, price point, and speed, based on general input, AI-driven…