Path Financial LLC

Registered Investment Advisor managing wealth for individuals, families, trusts & institutions. Forbes contributor at

[Path Financial LLC @pathfin]

The Fed has an opportunity to start cutting rates while the economy is still in a good place. Doing so will help bring inflation down and go a long way toward achieving a soft landing. #fed #inflation #economy #interestrates https://t.co/9AGq41sntj

[Path Financial LLC @pathfin]

Fitch Ratings just downgraded the quality of US public debt. The reasons are strictly political, and Fitch is the second rating agency to think that U.S. governance is deteriorating badly. #economy https://t.co/KrVPHzfqmE

[Path Financial LLC @pathfin]

If you're well into retirement, have substantial assets, and don't have to leave a significant inheritance, you might want to avoid investing in stocks. This is particularly true today when real interest rates on Treasury rates are the highest in years. https://t.co/uCjuVUmS9K

[Path Financial LLC @pathfin]

Terrible sportsmanship from @holgerrune2003. Double bounce against Cerundolo, which Holger clearly knew when he stopped playing, but allowed the referee's bad call to stand. Rafa, Nole, Roger would have never done that. Shame on you.

[Path Financial LLC @pathfin]

Market participants are confused: why are stocks close to their highest in a year, when there are so many obvious problems? #StockMarket #bankcrisis #DebtCeiling https://t.co/1KRv6zBThK

[Path Financial LLC @pathfin]

@RunnymedeCap @Forbes Thanks for sharing!

[Path Financial LLC @pathfin]

Three essential tips that can help bond investors improve their investment results. #investing #bonds #investors https://t.co/Twbjy7VKpL

[Path Financial LLC @pathfin]

@Bane_Shattier Pretty dumb way to “test.” What this accomplished is for people to learn how to turn off future warnings. On iPhones: Settings > Notifications > Emergency Alerts.

[Path Financial LLC @pathfin]

Appreciate my article on the #siliconvalleybankcollapse being selected as an Editors' Pick at Forbes. Listen or read at the link below. #SVBCollapse #FinancialCrisis https://t.co/x6nceCehIF

[Path Financial LLC @pathfin]

Financial crises take time to unfold. While SVB's collapse seems to be the result of issues specific to the company, it will take a while until we know for sure. What's happening now and what to look for in the near future? Read our latest insight: https://t.co/6GQ3QA3t93

[Path Financial LLC @pathfin]

Fortunately for investors, U.S. Treasuries offer a solid alternative to the current stock market uncertainty, and they can turn a profit regardless of where stocks go. This is my take on how to choose the best ones. #investors #TreasuryBills https://t.co/EePWmcMub8

[Path Financial LLC @pathfin]

The red-hot real estate market of just over a year ago has become a victim of its own success. Escalating home prices and soaring mortgage rates turned homes unaffordable for many, while builders face growing inventories and plummeting sales. https://t.co/pAMdIWbJtw

[Path Financial LLC @pathfin]

@HalftimeReport the flaw in Jim lebenthal’s excuse “I’m a long term investor“ is that a lack of risk controls subjects his clients to massive volatility in exchange for uncertain profits. According to his reasoning he will still be right if stocks sink another 30%

[Path Financial LLC @pathfin]

The risk that the Fed will cause a recession remains high, and yesterday's strong equity rally seems to downplay that risk. One month showing lower-than-expected CPI will not make the Fed change its course. https://t.co/8EiZnDTffA

[Path Financial LLC @pathfin]

It may be too late to liquidate your portfolio, even though chances of a market crash have gone up. Here's how to look at what is driving today's market to help you decide what to do. https://t.co/aEErG3hNXe

[Path Financial LLC @pathfin]

Two consecutive quarters of negative GDP growth are not enough for a recession call, but one is coming. https://t.co/ytqqllJiU7

[Path Financial LLC @pathfin]

As a four-decade downtrend in interest rates comes to an end, investors need to re-examine the role that bonds play in their portfolios. Questions? Contact me via direct message or comment below. https://t.co/XC1DdYNUbX

[Path Financial LLC @pathfin]

Bond funds & individual bonds are fundamentally different instruments. With rising rates, individual bonds held to maturity will deliver a much better performance than bond funds held for similar periods. #bonds #interestrates #investing https://t.co/h46BX64MHL

[Path Financial LLC @pathfin]

Being always 100% invested is not always the best strategy: we're all constrained by our tolerance for risk. Building portfolios with that in mind could go a long way to improve investment success. Questions? Drop us a message. #risktolerance #investing
https://t.co/Dix7cFi4Vh

[Path Financial LLC @pathfin]

Is the Fed playing with fire? Fed Chair Jay Powell & other Fed officials are talking tough about inflation, staking a "whatever it takes" approach to bring it down. But their actions don't match their words, at least not yet. #inflation #FederalReserve https://t.co/teqBaZHrZO