The headlines scream uncertainty. Potential sweeping changes in global trade, talk of inflation, rising interest rates, and potential recession fill the airwaves. It certainly feels like the worst possible time to invest. But is it? History often tells a different story. Gates Pass Advisors believe perspective is crucial, especially during volatile periods. While responses to…
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
Five Years Later:
Are We Entering Another Era Of Unprecedented Times? Five years ago, the world was blindsided. The COVID-19 pandemic swept the globe, disrupting lives and economies and fundamentally changing how we live and work. We weathered the storm, adapted, and learned valuable lessons about resilience, innovation, and the interconnectedness of our world. Looking At The Current…
Is The Economy Good or Bad?
It Depends Where You Look. Welcome back to the Gates Pass Advisors blog! We’re constantly bombarded with economic headlines – Inflation! Recession! Boom! Bust! Additionally, with the new administration a lot of changes are also regularly hitting the headlines. Trying to keep up can feel like whiplash; frankly, much of that noise is designed to…
Forecast Follies – The Behavioral Finance Network Video
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…
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….