A Year of Growth, Service, and Gratitude at Gates Pass Advisors As we close the chapter on 2025, all of us at Gates Pass Advisors find ourselves filled with gratitude for our clients, our community, and the many experiences that shaped us both personally and professionally this year. In the spirit of transparency, warmth, and…
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
Entering This Season of Gratitude
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…
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…
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…
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,…
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,…
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…
WOMEN DESERVE TO BE HEARD
Gender Inequality in the Financial Industry
Ask any woman about her experience with unequal treatment by professionals and she’s sure to have more than one example. Women are all too familiar with being overlooked, ignored, and put on the back burner when their male counterparts are in the room. Consider these scenarios: A doctor dismisses valid symptoms, blaming them on hysteria…