Articles

Investment Accounts and Their Tax Treatment

  When building out a long-term financial plan, a key consideration is tax efficiency. Before deciding on what investment account...

Private Equity Goes Public (Sort Of): What Investors Need to Know

Private equity has long been an exclusive club, roped off for pension plans, endowment funds, and other institutional giants....

The Basics of Understanding Bonds: Building Stability in Your Portfolio

A well-constructed investment portfolio is the cornerstone of building and preserving wealth for investors. While equities often drive...

Why Investing and Politics Don’t Mix

One of the most interesting things about the financial services industry is that we get to interact with a diverse group of individuals....

Impact Investing: Aligning Your Investments with Your Heart

At Pathfinder Wealth Consulting, we counsel our clients that money is not an end in itself but is instead a means to achieve goals and to...

Smart Moves in a Volatile Market

The effects of the economy shutting down from a global pandemic sent the markets into a whirlwind as we entered 2020. The market was at an...

Generating Passive Income

I get asked a lot of questions about generating passive income. The idea folks envision is that if they can generate enough passive income...

Get Rich Quick? Think Again.

In today’s world, where investing is at our fingertips through online and even mobile trading, you would think it should be as easy as...