As we move into this Thanksgiving season, all of us at Gates Pass Advisors find ourselves reflecting not just on gratitude, but also on the emotional landscape so many people are navigating right now. This year has brought uncertainty for many: job changes, financial transitions, questions about housing, family responsibilities, and deep care for the…
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Headlines and Truths
Fact or Fake? The media often runs attention-grabbing headlines, which could hurt investors if taken at face value! We ensure your investment decisions are made based on your plan, not impressions.Contact us today to schedule a consultation. We’re here to help you navigate life’s transitions with confidence and clarity. © The Behavioral Finance Network and…
What Spooked Our Clients This Year?
At Gates Pass Advisors, we spend a lot of time not just managing portfolios but understanding the people behind them. Every year brings a new mix of hope, opportunity, and uncertainty. And 2025 has been no exception. While markets fluctuate and headlines change, the underlying driver of fear is often the same: uncertainty. Here are…
2026 Medicare Enrollment Q & A
What You Need to Know Before Making Your Choices *IMPORTANT VIDEO WITH PERTINENT QUESTIONS SECTION IS AT THE END OF THE BLOG In my experience over the past 30+ years of providing financial guidance and portfolio management, few things give clients greater concern than possible changes in their healthcare coverage. Each year, from October 15…
Personal Guidance Still Matters!
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…
Market At Highs – What’s Next?
In late July the market again reached all-time highs… … surging higher despite ongoing concerns. With all that is going on, you may think the market is overextended, and knowing that things don’t last forever, you may wonder whether it will go down. Contrary to intuition, new highs are not warning signs. Feelings and intuition…
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…
2025 Market Twist & Turns
It’s been a turbulent year for investors! Both in terms of news and stock market movements, and they want to get off the Roller Coaster! Ready to move past the uncertainty and build a brighter financial future?Contact us today to schedule a consultation. We’re here to help you navigate life’s transitions with confidence and clarity….
Investing Amid Conflicting Signals
Despite negative sentiment, investors have continued to buy stocks. Warren Buffett said, “People have emotions, but you’ve got to check them at the door when you invest.” Ready to move past the uncertainty and build a brighter financial future?Contact us today to schedule a consultation. We’re here to help you navigate life’s transitions with confidence…
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,…