The impact of direct giving. Like many students, Esther faced the dual challenge of maintaining her grades and securing enough funds to meet her educational expenses. To help pay her way through college, Esther took up house cleaning. During this phase of her life, she encountered a unique expression of generosity that deeply influenced her…
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
Supporting Your Spouse Through Dementia
A Path of Compassion and Strength In moments that challenge us to our core, where the predictability of life ebbs away, and we face the raw realities that accompany diagnoses like dementia, it’s the strength of our bonds that light the way. Remember that your relationship, built on years of love, trust, and shared experiences,…
Engaging a Fiduciary for your Dependent Adult Child
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 a bit to myself as I think just about all our clients’ family situations are a ‘little unusual’ in one way or another—including my own….
Navigating towards Retirement:
Hope and Strategy for the Gen Xer’s
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 years. More than 1 in 5 say they may never have the funds to retire1. As the oldest Gen Xer approaches that symbolic age of…
Celebrating Your Financial Freedoms
Pausing on the eve of Independence Day, we want to express our gratitude for living in a free nation with the freedom and right to pursue happiness, as established in the Declaration of Independence. And to further express appreciation to the many individuals who sacrificed much, even their own lives, so we can enjoy these…
Uncertainty, Outcomes and Our Decisions
The brain has a lot of gray matter but hates gray areas. It’s a finely tuned planning machine, constantly craving certainty to chart the best path forward. And when we’re left hanging without the facts, we get agitated. Perhaps you’ve found yourself thinking, “I don’t care if the news is good or bad, just tell…
Addressing Longevity Risk: The Importance of Financial Planning
Overview of Financial Planning Importance This document is about the importance of financial planning in addressing longevity risk and ensuring a secure and comfortable retirement. Gates Pass Advisors Real Client Stories Just this last week I met with the heads of two households – one who has been a client for over 20 years and…
A Robust Forecast for 2024
Market and Economic Forecasts.
The brain may be filled with gray matter, but it hates gray areas. And there are few other places we find gray areas (uncertainty) than in the economies and markets of the world. One word of caution: our innate desire for certainty leaves us prone to fall for the illusion of certainty. Market and economic forecasts often provide an illusion of certainty.
Happy Holidays
To each and every one of our incredible clients and their families… 🌟🎄 Happy Holidays and a Joyous New Year!🎉✨ As the year draws to a close, we wanted to take a moment to send our warmest wishes your way. 2023 has been quite a journey in the financial world, filled with ups and downs,…
Staying Grounded in Turbulent Times
Staying Grounded in Turbulent Times The Power of Remaining Calm in the Face of ConcerningUnited States Markets and Dramatic Headlines Introduction: As individuals navigating the unpredictable waves of life, we are no strangers to the occasional bout of financial unease. While November inflation data have proven encouraging to the equity markets, just about every few…