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…
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
Are You Leaving Money On The Table?
The Real Cost of Not Having a Financial Plan At Gates Pass Advisors, we meet many couples in their 50s and 60s who have saved diligently yet still feel uncertain about retirement. And it’s no wonder. Without a comprehensive financial plan, it’s difficult to know whether your savings will last, how to minimize taxes, or…
Maximizing RSU Grants
You’ve got RSU’s. Now what? If you’re working in tech, chances are RSUs (Restricted Stock Units) are a big part of your compensation. Between debugging code, late-night product launches, and making it to your kid’s soccer game, you’re also trying to figure out how to turn those shares into something meaningful—like buying a bigger home,…
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…
5 Ways to Maximize your Employee Benefits
5 Ways to Maximize your Employee Benefits Looking through an employee benefits packet can be overwhelming, especially if you just started a new position. But the decisions you make about your benefits now could potentially have a large impact on your future finances. Here’s five important areas to pay attention to during your enrollment period: 1….
Cash Isn’t King: Avoiding Hindsight Bias In Turbulent Markets
Cash Isn’t King: Avoiding Hindsight Bias In Turbulent Markets As we fully enter the fall season, the markets continue to seesaw dramatically. Some are lamenting why they weren’t in cash from January. We all see the beginning-of-year values on our statements and can experience something called ‘hindsight bias’ – a not-infrequent tendency for investors to consider…
How Professional Organizers Can Help with the Divorce Process
How Professional Organizers Can Help with the Divorce Process Divorce is not just a painful process for all involved, it can also be complicated and difficult to navigate. Even after settling big issues like custody of children and division of financial assets, there are still all the details involved with turning one household into two….
Managing Divorce With Children
Managing Divorce With Children Divorce is never easy. It can be a painful situation for everyone involved, especially children. Divorce attorney Paul Seabrook likens the process to a house fire. It can catch children by surprise, creating a sudden need for an emergency response team to do damage control and help everyone come to terms…
Chasing Returns to Get to Safety
A favorite (and costly) pastime of investors is to invest in assets that have recently done well. This happens in good times as investors seek better returns, and they happen in bad times as low-yielding investments such as cash are more attractive than money-losing stocks. In other words, investors chase returns. I have listened to…