Getting There





3 Tips on How to Invest at All-Time Highs

How to Invest at All-Time Highs

3 Tips to Invest During These Times. When markets are high, sometimes we get concerned. We may think that the market is overextended and overvalued. We know that nothing lasts ...
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March Madness - Stock Market Edition

March Madness -Tolerating the Stock Market Madness

April 1, 2024

March Madness Tolerating the Stock Market Madness With basketball’s March Madness tournament approaching, now is a fitting moment to contemplate the chaotic nature of the stock market. What triggers this …

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Addressing Longevity Risk: The Importance of Financial Planning

Addressing Longevity Risk: The Importance of Financial Planning

March 5, 2024

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 …

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Happy Valentines Day!

February 14, 2024

Happy Valentine’s Day!

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Who Would Have Thought - 2023 in Review

Who Would Have Thought? 2023 Year in Review.

January 19, 2024

Who Would Have Thought? 2023 is a great example of using what happened vs what was predicted as a key lesson to improve our decision-making (and willingness to be swayed by short-term swings) going forward. This is especially true in the investment realm.

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