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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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09 Jun
Education Planning

Financial Aid Myths Debunked

  • May 13, 2022
  • By author-avatar Stephen Neubig
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The purpose of financial aid is to help bridge the gap between the cost of attending college and the amount that students and their parents can afford...

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02 Jun
Investments

5 IRA Misconceptions

  • May 3, 2022
  • By author-avatar Stephen Neubig
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Some IRA planning and investment strategies may appear easy to execute, but errors can lead to unexpected taxes or penalties, loss of the IRA’s tax-ex...

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02 Jun
Economic News

Market Thoughts for June 2022

  • June 2, 2022
  • By author-avatar Brad McMillan, CFA, CAIA, MAI
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Markets started to stabilize in May. The Dow and S&P 500 ended the month with small gains, while the Nasdaq’s loss was small by recent standards. ...

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26 May
Estate Planning

A 7-Point Checklist for Your Estate Plan

  • May 3, 2022
  • By author-avatar Christopher Walsh, CFP®
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When it comes to estate planning, executing your will and other estate documents is only the first step. To help ensure that your estate plan stays in...

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19 May
Economic News

What Do We Do Now? A Strategic Response to the Stock Market Tumble

  • May 23, 2022
  • By author-avatar Brad McMillan, CFA, CAIA, MAI
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Many of the discussions around the market decline so far this year have revolved around two issues: why is it happening and how far will it go? Most p...

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19 May
Education Planning

Best Ways to Save For College

  • May 3, 2022
  • By author-avatar Alexander Greer, CFP®
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With the cost of higher education rising annually, saving for college is on every parent’s mind. There are several vehicles designed specifically for ...

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19 May
Company News

Greer Earns CFP® Marks

  • May 19, 2022
  • By author-avatar Alyssa Hanzl
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Alexander Greer, a Financial Planning Assistant with Keystone Financial Partners, has been authorized by the Certified Financial Planner Board of Stan...

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12 May
Investments

Here’s What You Should Know About Bitcoin

  • May 3, 2022
  • By author-avatar Alexander Greer, CFP®
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We’ve all seen the stories about bitcoin over the past few years—the triumphs and the pitfalls. For many investors, this cryptocurrency has raised a l...

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05 May
Financial Planning

Introduction to Capital Gains Tax

  • May 3, 2022
  • By author-avatar Karen Brock, CFP®
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For many investors, capital gains tax is among the more confusing financial topics. Yet a basic understanding of capital gains is key to building a fi...

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03 May
Economic News

Market Thoughts for May 2022

  • May 3, 2022
  • By author-avatar Brad McMillan, CFA, CAIA, MAI
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April was one of the worst months for the markets since the start of the pandemic. U.S. markets were down between 5 percent for the Dow and 14 percent...

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  • What You Need to Know About SECURE 2.0 January 11, 2023
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Cary, NC 27511

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