News Pathfinder in the News

Private equity has long been an exclusive club, roped off for pension plans, endowment funds, and other institutional giants. This article explores the regulatory shifts, financial innovations, and evolving market dynamics driving this transformation—along with key considerations for investors evaluating private investments within their own portfolios.

A well-constructed investment portfolio is the cornerstone of building and preserving wealth for investors. While equities often drive growth, for some, bonds play an essential role in providing stability, income, and diversification—especially during volatile markets. Understanding bonds and their historical performance can enhance your portfolio’s resilience while.

For young professionals, saving may feel like a future goal rather than a current priority. But around the world, other cultures approach money with a more conservative mindset.

Pathfinder Wealth Consulting, an independent advisory and financial planning firm with offices in Wilmington and Cary, North Carolina, today announced that CEO and Wealth Advisor Jason Wheeler, CPWA®, CFP®, CLU®, ChFC®, AIF®, has been named to the Forbes 2025 Best-in-State Wealth Advisors list.

Teaching financial literacy for kids isn’t just practical—it’s about giving them the tools to handle life’s challenges. Early lessons about saving, spending, and planning can set them up for success. Helping kids understand how to manage money can create habits that stick with them and help them make smart choices in the future.

Divorce is one of life’s most challenging transitions—emotionally and financially. After years of building a shared financial life, you’re suddenly faced with untangling everything, from your finances to your future plans. When navigating the financial side of divorce, questions like, “What happens to our house? How will I manage on my own? What’s fair when dividing everything we’ve built?” are essential to address. The good news? With a clear understanding of your options and proactive planning, you can create a solid foundation for your post-divorce life.

National Credit Education Month each March was designed as a month-long stretch every year where Americans are encouraged to prioritize their finances, particularly around credit; whether that be paying off debt, getting finances more organized, or simply gaining a deeper understanding of credit and debt. In keeping with that spirit, your Pathfinder team thought it would be prudent to provide insight into some best practices to avoid debt.