Path Financial LLC Investment Management - 1990 Main Street 750, Sarasota FL 34236

Click for the BBB Business Review of this Financial Services in Sarasota FL

 

 

Raul Elizalde Appointed to the Asset Management Committee of the State College of Florida Foundation

Maddux NewsWire

Path Financial, a Sarasota-based Investment Management Firm, Nabs Select Recognition

Maddux NewsWire

Masters of their Universe

Gulf Coast Business Review

 

 

JPMorgan pays $154m to end fraud case

By Kara Scannell

Financial Times, 6.21.2011

Forged MetLife `Checks' Show Retained Asset Account Risks

By David Glovin

Bloomberg, 8.24.2010

Time for Asia to Rewrite the Rules of Capitalism

By Chandran Nair

Financial Times, 6.16.2010

The making of a Euromess

By Paul Krugman

New York Times, 2.15.2010

Traditional to Roth IRA conversions: Don’t be tripped up by tax implications

By Humberto Cruz

Sun-Sentinel, 2.13.2010

To truly become rich, you need to stop acting like it

By Michelle Singletary

Washington Post - 1.31.2010

Merrill Lynch pays $125mm to settle claims it misled securities investors

By John Hielscher

Sarasota Herald Tribune - 9.7.2009

Equity-Index Annuities rarely a good investment path

by Robert Stepleman

Sarasota Herald Tribune - 6.22.2009

Pick a Financial Planner Carefully

by Humberto Cruz

Salt Lake Tribune - 6.13.2009

Why ETFs are gaining on Mutual Funds

by Ronald Delegge

Research Magazine - 6.1.2009

Why ‘too big to fail’ is too much for us to take

by John Kay

Financial Times - 5.27.2009

Buy-and-hold investors could find themselves left behind

by Andrew Fishman

Financial Times - 4.30.2009

How libertarian dogma led the Fed astray

by Henry Kaufman

Financial Times - 4.27.2009

US not certain of avoiding Japan-style 'lost decade'

by Stephen Roach

Financial Times - 1.14.2009

 

Gain control over your investments.

Choose Path Financial.

 

When financial markets are in turbulence, investors find it hard to trust their intuition, their advisors, or even the news.

 

Planning out in advance what to do when markets go up or down can restore a sense of control. Knowing how to navigate different market conditions is the key to feeling in charge of your investments.

 

At Path Financial we specialize in developing investment processes focused on asset allocation and portfolio management.

 

Allocating assets means choosing a mix of investments that can offer the best risk-adjusted returns. We believe that getting this mix right is far more important than choosing what stocks to buy.

 

Managing a portfolio means monitoring investments at all times. We believe that keeping investments anchored to market reality is crucial to prevent large losses.

 

We invest according to very clear rules of portfolio diversification, periodic rebalancing, and risk controls. If this sounds right for you, call us today to discuss how you can benefit from our highly discipline approach.

 

 

 

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Visit our blog for up-to-date market views

5.05.12

US Employment Still Strong - But European woes continue

5.03.12

Let German Wages Rise - A letter to the Financial Times

4.26.12

Debunking the 4% Rule - How much you can spend during retirement is up to you

3.19.12

The Downside of Low Volatility - A warning from stable markets

3.6.12

Greece's Last Hope - The desperate need for a deal

2.20.12

Rally or Not? - Stocks up on a good story, but conviction is lacking

1.5.12

2011 Part II - Can 2012 be different?

12.2.2011

The US to the Rescue - But can the US save the world?

11.11.2011

Rise of the Vulcans - Deployment of scientists not enough to save Europe

10.17.2011

Welcome to Bear Country - Now read these safety tips

9.30.2011

The Elusive Grand Solution - Why markets can't get traction

9.2.2011

Hoping For More Stimulus - The trouble with counting on policy for a market rally

8.18.2011

On Catching Falling Knives - Buying on weakness is not a sure thing

8.8.2011

Meltdown - Don't blame Standard & Poors/a>

7.25.2011

Markets and Politics - What can investors do to protect themselves?

6.22.2011

The Making of a Greek Ruin - When kicking the can down the road is the only option

6.10.2011

Rally Fatigue - The bull run may be running out of fuel

6.02.2011

Playing With Fire - Debate on US debt ceiling can affect stocks

4.21.2011

The Rating Game - Standard & Poors takes a shot at redemption

3.16.2011

Fear of the World - Global risks explosion and a steep sell-off: now what?

2.24.2011

Love and Fear - Volatility pays a visit

1.25.2011

All Together Now - Global growth key for higher equity prices

12.13.2010

Europe Again - European banks threaten global stability

11.15.2010

Feelin' Blue - When we can't enjoy good news

10.7.2010

Credit Card to Piggy Bank - Why the recovery is so slow

8.25.2010

Paying off the plastic

7.19.2010

Bonds up on purchases - Stocks up on hopes

6.14.2010

Gold to Go - Today's bubble flavor

5.19.2010

The real reason why Europe is in trouble - It's not Greece

5.14.2010

A train crash in Europe - Averted, or just delayed?

5.5.2010

Europe asleep at the wheel - Hope is running out

4.30.2010

The banks again - Far from healed, and facing new challenges

4.19.2010

The Goldman suit - What does it mean for investors?

4.15.2010

Good Signals - Interest rates point to optimism on the market and the economy

3.25.2010

The trouble with Pigs - A warning about Europe

2.26.2010

Problems abroad - Greece and other foreign market weigh on performance

1.28.2010

Winds of Change - Complacency may cost investors dearly as riskier assets face declines

10.21.2009

Bull running too far? - Strong recoveries in the past were followed by more strength

8.26.2009

Siren Call - A good summer may lure investors into rougher waters

7.31.2009

Unstoppable - History provides clues to the current rally

7.1.2009

Winds of Change - Demand and supply move prices, and investors are buying

5.29.2009

On Being Japan - The US stock market has had long spells of going nowhere

4.23.2009

The 90% Solution - Why stock-picking is a waste of time

4.2.2009

New Beginnings - A new understanding emerges out from shattered dreams

2.24.2009

How To Spot A Scam - Five important questions for you

1.27.2009

The World We Live In - Controlling losses in uncertain times

12.23.2008

Can't Get No Diversification - When everything moves in lockstep

11.21.2008

Slouching Towards Nowhere - Is buy and hold a good idea?

11.5.2008

The Calm After the Storm - Preserving capital

10.16.2008

Now What? - Looking at past crises