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…
Getting There
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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,…
Dealing With Losses
At times like these, it is totally natural for our minds to go haywire… … with a strong urge to get to safety by selling now and asking questions later. © The Behavioral Finance Network and Gates Pass Advisors This video is narrated by K. Esther Szabo CFP®, Certified Financial Transitionist®, Founder and CEO of…
To Single Moms: Happy Mother’s Day!
You’re Not Just a Mother, You’re a Superhero. Mother’s Day. It’s a day filled with brunch reservations, bouquets, and heartfelt appreciation for the incredible women who raised us. But for single moms, the day can be tinged with a different kind of feeling. Maybe it’s a heightened awareness of the empty space at the table,…
Investing In The Worst Time?
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…
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…