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…
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
What If You Knew …
A Helpful Perspective! Even if you were certain of some information about the future, much information is simply unknown. The market is too complex and uncertain to try to time or outsmart. For that reason, your personal plan should be the primary influence of your financial decisions. And that is what we at Gates Pass…
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…
How to Invest at All-Time Highs
3 Tips to Invest During These Times. When markets are high, sometimes we get concerned. We may think that the market is overextended and overvalued. We know that nothing lasts forever and may believe that it is due to go down at some point. And that is a good assumption. The fact that the market…
March Madness -Tolerating the Stock Market Madness
March Madness Tolerating the Stock Market Madness With basketball’s March Madness tournament approaching, now is a fitting moment to contemplate the chaotic nature of the stock market. What triggers this market madness? There are myriad factors at play, but one of the most substantial challenges for investors is the pronounced variability in asset prices. This…
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…
Who Would Have Thought? 2023 Year in Review.
Who Would Have Thought? 2023 is a great example of using what happened vs what was predicted as a key lesson to improve our decision-making (and willingness to be swayed by short-term swings) going forward. This is especially true in the investment realm.
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.
Successful Investing: The Cost of Timing The Market
It is not unusual for us to be asked whether we should be changing a portfolio of stocks given ‘all the bad news’. Why is it that many investors feel the urge to time the stock market? Since 1950, stocks have been in a bull market 83% of the time – despite all the crises…
SUDDEN MONEY INSIGHTS PODCAST
Esther Szabo Invited as Guest Speaker
Gates Pass Advisor’s own Esther Szabo, CeFT® is a guest on the May 24 episode of the “Sudden Money Insights” podcast. In this episode, Esther shares with host, Susan Bradley, the story of her path in financial services. You can listen to this episode on Spotify HERE. Susan is the founder of the Sudden Money® Institute…