It’s that time of year when forecasts abound. Experts telling us what they expect the market to do in 2025. But we want to make sure investment decisions are driven by our plan and not by unreliable market forecasts. © The Behavioral Finance Network and Gates Pass Advisors This video is narrated by K. Esther…
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
A Personal Thanksgiving Story
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…
Calm Amid Crises
Focusing on your investment plan can help you remain calm during a crisis. The 2024 Presidential Election had strong feelings and opinions on both sides, and potential uncertainty could morph into a temporary crisis. Remaining calm during any crisis not only helps us psychologically, but it can also help us financially. © The Behavioral Finance…
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,…
How Investors Can Play the 2024 Election
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 a portfolio …so let’s take a look at how we can play it. © The Behavioral Finance Network and Gates Pass Advisors This video is…
An Investment Lesson for the Ages
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 and Gates Pass Advisors This video is narrated by Erik Schei CFA, Senior Advisor of Gates Pass Advisors – dedicated to educating investors about the…
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…
Beware of Complacency Creep
Complacency can occur for investors after an extended period of low volatility. After an extended period of calm market performance, we can become extra sensitive to selloffs and market volatility. © The Behavioral Finance Network and Gates Pass Advisors This video is narrated by Esther Szabo, CFP, CeFT, Founder and CEO of Gates Pass Advisors…
Elections & Market Outcomes
Election season has started. Some tips on investing during and after the elections. Strong opinions and heated debates can get us emotional. But when it comes to financial decisions, we need to do all we can to make rational decisions, despite how we may feel. © The Behavioral Finance Network and Gates Pass Advisors This…