Investments Archives | Pathfinder Wealth Consulting (formerly Keystone Financial Partners)

15 Sep

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

October 5, 2022
By Brad McMillan, CFA, CAIA, MAI

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: ...

28 Jul

Investments

Handling Market Volatility

June 10, 2022
By Alexander Greer, CFP®

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...

14 Jul

Investments

The Power of Dividends in a Portfolio

June 10, 2022
By Alexander Greer, CFP®

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 —...

02 Jun

Investments

5 IRA Misconceptions

May 3, 2022
By Stephen Neubig

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...

12 May

Investments

Here’s What You Should Know About Bitcoin

May 3, 2022
By Alexander Greer, CFP®

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...

17 Jan

Investments

2022 Portfolio Rebalancing

January 17, 2022
By Alyssa Hanzl

Join Jim Trull, AIF®, CFP® and Chris Walsh, CFP® as they go through the 2022 Portfolio Rebalancing action plan in the video below. Please...

17 Sep

Investments

IRA Rollovers: Weighing the Pros and Cons

November 19, 2021
By Christopher Walsh, CFP®

If you lose a job, switch employers, or step into retirement, you might consider rolling your retirement plan savings into an IRA. But this isn't your...

10 Sep

Investments

A Beginner’s Guide to Alternative Investments

November 23, 2021
By Christopher Walsh, CFP®

Alternatives are investment options beyond the typical stocks, bonds, and cash found in most portfolios. They can be tangible assets like precious met...

13 Aug

Investments

Improving Your Investment Skill

November 19, 2021
By Karen Brock, CFP®

Portfolio returns and achieving financial goals are largely a function of two inputs: investor skill and luck. Oftentimes, those inputs get confusing ...

18 Jun

Investments

Breaking Down Socially Responsible Investing

November 19, 2021
By Alexander Greer, CFP®

Many investors want more out of their investments than just a good return. They want to know that the companies they invest in are ethical and respons...

Investments

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