Passage Wealth Advisors provides customized investment solutions & wealth management services to high net worth individuals, business owners, & others
Passage Wealth Advisors is an independently owned financial consulting firm providing customized solutions for high net worth individuals, business owners, family offices, foundations, retirement plans and corporations with significant investable assets. Our founding partners, Michael Passage and Laura Shifflette, have a combined total of 55+ years of dedicated personalized service to our clients
09/09/2026
When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
Capital Gains Tax When Selling Your Home If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
09/07/2026
Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.
Monthly Market Insights | September 2026 Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...
09/07/2026
Charitable giving can be both impactful and tax-smart. Learn how Donor-Advised Funds, QCDs, and trusts can support your goals.
Preserve, Grow, and Give: Year-End Wealth Planning Help preserve, grow, and pass on your wealth and legacy to future generations through smart year-end planning strategies.
09/04/2026
Do you know the difference between a credit lock and a credit freeze?
Should I Accept a Free Credit Lock? Learn the ins and outs of credit locks, freezes, and more.
15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.
08/31/2026
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy.
08/28/2026
New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.
2026 Tax Law Changes The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.
08/26/2026
A few strategies that may help you maximize your Social Security income.
Social Security: Maximizing Benefits There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!
08/21/2026
Learn how to maximize your Qualified Charitable Distributions!
Understanding Qualified Charitable Distributions Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).