Investment | Pathfinder Financial Services

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

When Markets React

When markets shift, experienced investors stick to their strategy.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

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Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

College Savings

See how much you may need to save now to cover future college costs for your child.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!