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
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…
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…
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.
Happy Holidays
To each and every one of our incredible clients and their families… 🌟🎄 Happy Holidays and a Joyous New Year!🎉✨ As the year draws to a close, we wanted to take a moment to send our warmest wishes your way. 2023 has been quite a journey in the financial world, filled with ups and downs,…
Staying Grounded in Turbulent Times
Staying Grounded in Turbulent Times The Power of Remaining Calm in the Face of ConcerningUnited States Markets and Dramatic Headlines Introduction: As individuals navigating the unpredictable waves of life, we are no strangers to the occasional bout of financial unease. While November inflation data have proven encouraging to the equity markets, just about every few…
Your Marriage Needs a CFO and a COO: Insights on Marriage and Finances
Introduction Marriage, often portrayed as a romantic union between two people, requires more than just love and affection to thrive; it requires insights on marriage and finances. Have you noticed that, while technology makes it easier to handle things like banking, working from home, and shopping, it seems we are not really relieved of time…
Supporting Maui Fire Victims: Where to Donate and Make a Difference
I was unable to sleep Friday night. It’s not unusual for me to wake up in the night. My failsafe go-to is to turn on a podcast. 99 times out of 100 I get right back to sleep easily. Friday night the podcast I selected was an episode of “The Daily” entitled “How A Paradise…
7 Tips for Navigating Loss During the Holidays
For those that have experienced loss, the holidays can be a tough time. Mourning a spouse, child, other family member, or even a pet can make it difficult to get through what should is supposed to be “the most wonderful time of the year”. Dr. Moira Somers, a neuropsychologist and leading practitioner in the field…
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….