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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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02 Aug
Economic News

Market Thoughts for August 2022

  • August 2, 2022
  • By author-avatar Brad McMillan, CFA, CAIA, MAI
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After a terrible start to 2022, markets rebounded in July. U.S. and developed international markets were up by 5 percent or more, with only emerging m...

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28 Jul
Investments

Handling Market Volatility

  • June 10, 2022
  • By author-avatar Alexander Greer, CFP®
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Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle wh...

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21 Jul
Beneficiary Planning

Leaving A Legacy

  • July 19, 2022
  • By author-avatar Stephen Neubig
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You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that the assets you leave behind after your deat...

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14 Jul
Investments

The Power of Dividends in a Portfolio

  • June 10, 2022
  • By author-avatar Alexander Greer, CFP®
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It wasn't so long ago that many investors regarded dividends as roughly the financial equivalent of a record turntable at a gathering of MP3 users —...

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07 Jul
Financial Planning

Women: What You Should Know When Starting a Business

  • June 10, 2022
  • By author-avatar Karen Brock, CFP®
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Many businesses start small, begun by people seeking the exciting and potentially rewarding experience of "being their own boss" while doing somethi...

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07 Jul
Economic News

Market Thoughts for July 2022

  • July 7, 2022
  • By author-avatar Brad McMillan, CFA, CAIA, MAI
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June was a terrible month, with stock markets in the U.S. and abroad down substantially and developed international markets hit the hardest. The under...

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07 Jul
Economic News

2022 Midyear Outlook: Slow Growth Ahead?

  • July 7, 2022
  • By author-avatar Brad McMillan, CFA, CAIA, MAI
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As we move into the second half of 2022, there are lots of things to worry about. Covid-19 is still spreading, here in the U.S. and worldwide. Inflati...

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30 Jun
Financial Planning

Financial Planning for Empty Nesters

  • May 23, 2022
  • By author-avatar Christopher Walsh, CFP®
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Congratulations are in order! You planned, saved money for education expenses, and now your child is off to college. But as you settle into your “empt...

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24 Jun
Financial Planning

Key Facts on Social Security and Medicare

  • June 10, 2022
  • By author-avatar Jim Trull, AIF®, CFP®
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Timeline For Retirement Benefits Eligibility Age 62 Eligible for social security retirement benefits If you elect to claim social security be...

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16 Jun
Personal Finance

Tips to Help Smooth Your Job Transition

  • May 18, 2022
  • By author-avatar Alexander Greer, CFP®
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Starting a new job can be an exciting and rewarding time. As you prepare to leave one position and begin a new one, use the tips below to help make th...

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Cary, NC 27511

Office: 919-463-0018
Toll-Free: 844-685-3550
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