Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

What If You Knew …

What If You Knew...

A Helpful Perspective! Even if you were certain of some information about the future, much information is simply unknown. The market is too complex and uncertain to try to time or outsmart. For that reason, your personal plan should be the primary influence of your financial decisions. And that is what we at Gates Pass…

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Uncertainty, Outcomes and Our Decisions

Uncertainty, Outcomes & 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…

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How to Invest at All-Time Highs

3 Tips on 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 forever and may believe that it is due to go down at some point. And that is a good assumption. The fact that the market…

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March Madness -Tolerating the Stock Market Madness

March Madness - Stock Market Edition

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 market madness? There are myriad factors at play, but one of the most substantial challenges for investors is the pronounced variability in asset prices. This…

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Who Would Have Thought? 2023 Year in Review.

Who Would Have Thought - 2023 in Review

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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A Robust Forecast for 2024

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.

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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,…

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VIDEO: Behavioral Finance – Forecast Frenzy

Forecast Frenzy - Behavioral Video

Forecast Frenzy: Why Market Forecasts Should Be Ignored Tis the season for 2024 market forecasts. History shows we may want to ignore them. This video is narrated by Jay Mooreland, the CEO of the Behavioral Finance Network – dedicated to educating investors about the ‘gotcha’s’ of mental shortcuts that can reduce investment returns. ©The Behavioral…

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Staying Grounded in Turbulent Times

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…

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Your Marriage Needs a CFO and a COO: Insights on Marriage and Finances

Your Marriage Needs a CFO and COO

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…

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