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Pathfinder Wealth Consulting (formerly Keystone Financial Partners) Pathfinder Wealth Consulting (formerly Keystone Financial Partners)
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Pathfinder Wealth Consulting (formerly Keystone Financial Partners) Pathfinder Wealth Consulting (formerly Keystone Financial Partners)

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11 Jan
Economic News

What You Need to Know About SECURE 2.0

  • January 12, 2023
  • By author-avatar Alyssa Hanzl
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On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, an omnibus spending bill that includes the SECURE 2.0...

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05 Oct
Economic News

Market Thoughts for October 2022

  • October 5, 2022
  • By author-avatar Brad McMillan, CFA, CAIA, MAI
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September was a bad month for markets, which were down between 8 percent and 12 percent for the month both here and abroad. The decline was driven by ...

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30 Sep
Beneficiary Planning

Understanding Donor-Advised Funds

  • October 5, 2022
  • By author-avatar Christopher Walsh, CFP®
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A donor-advised fund (DAF) is an account established through a sponsoring charity, often an organization established for the purpose of providing this...

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15 Sep
Investments

Why You Shouldn’t Panic About Higher Rates and a Falling Market

  • October 5, 2022
  • By author-avatar Brad McMillan, CFA, CAIA, MAI
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As we encounter another downswing in the ongoing bear market, it’s only natural to be concerned and ask questions. Here’s where we are at the moment: ...

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07 Sep
Economic News

Market Thoughts for September 2022

  • September 7, 2022
  • By author-avatar Brad McMillan, CFA, CAIA, MAI
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After a strong rebound in July, markets pulled back again in August. U.S. and developed international markets ended the month down by 3 percent to 5 p...

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01 Sep
Personal Finance

Overview of Nonqualified Deferred Compensation Plans (For-Profit Company)

  • June 14, 2022
  • By author-avatar Alexander Greer, CFP®
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Employers choose to offer nonqualified plans—among them, split-dollar, executive bonus, stock incentive, and deferred compensation—for a variety of re...

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25 Aug
Retirement Planning

Family Business Transition Guide

  • June 14, 2022
  • By author-avatar Christopher Walsh, CFP®
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As you prepare for the family business succession/transition process, it’s important to address the underlying issues at play before you calculate you...

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18 Aug
Financial Planning

Introduction to Incentive Stock Options

  • June 14, 2022
  • By author-avatar Christopher Walsh, CFP®
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What Are ISOs? Incentive stock options, or ISOs, are a type of employee stock option used in equity-based compensation strategies. They are also know...

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11 Aug
Retirement Planning

A Woman’s Guide to Health Care in Retirement

  • June 14, 2022
  • By author-avatar Karen Brock, CFP®
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At any age, health care is a priority. But when you retire, you should probably focus more on health care than ever before. That's why it's particular...

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04 Aug
Personal Finance

Women and Asset Protection: How Insurance Can Help

  • June 13, 2022
  • By author-avatar Karen Brock, CFP®
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Women are successful professionals, business owners, and knowledgeable investors. At some point in their lives, women may have to manage their own fin...

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Recent Articles
  • What You Need to Know About SECURE 2.0 January 11, 2023
  • Market Thoughts for October 2022 October 5, 2022
  • Understanding Donor-Advised Funds September 30, 2022
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Cary, NC 27511

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