Forbes Names Raul Elizalde as Contributing Columnist Covering Market Trends & Investing

Raul Elizalde President Path FinancialForbes has named Sarasota investment advisor Raul Elizalde as a full-time contributor for its website Forbes.com, which boasts a monthly digital readership of roughly 53.9 million. Elizalde has been a guest contributor for Forbes for over a year; beginning May 2018, he will write under his own byline (http://www.forbes.com/sites/raulelizalde) covering market trends, investment mistakes, and overlooked risks. His first column, “Sector ETFs Are Set For Massive Changes This Fall,” is already online at https://tinyurl.com/y8obut2r. Elizalde is the founder and chief investment officer of Path Financial, a Florida-registered investment advisory firm.

Elizalde focuses on analyzing historical trends to avoid current and future market risks and minimize investment vulnerability for his clients. As a former Wall Street strategist, Elizalde has advised portfolio managers across the US and the globe, and has made presentations at the World Bank, appeared as a market commentator on television (Reuters and Bloomberg TV) and has been quoted in the financial pages of The Wall Street Journal, The Washington Post, the Financial Times and The New York Times. Elizalde’s economic and investment analyses have been published online by some of the most respected financial media in the country, including Investopedia, Morningstar, Motley Fool, the Street and Yahoo! Finance. He also shares his insights monthly through Path Financial’s free, subscriber-based newsletter, “Straight Talk.”

In 2008, Elizalde relocated his family to Sarasota from New York City where his Wall Street career included positions as Global Fixed Income and Quantitative Strategist for ING Barings, Head of Research at Santander Investment Securities, and Fixed Income and Emerging Markets Strategist for Banc of America Securities. He holds an MS degree in engineering from University of Buenos Aires, Argentina, and an MBA degree from University of California at Los Angeles. He was licensed as a NYSE Supervisory Analyst and currently holds a NASAA 66 Investment Advisor Representative license.

Elizalde is the past chair and current member of the Asset Management Committee at State College of Florida. Path Financial, LLC, is located at 1990 Main St., in Sarasota, Florida, and is a Florida-registered investment firm, partnered with preferred account custodians Charles Schwab & Company and TD Ameritrade. For more information, call 941.350.7904, or connect on Twitter (@pathfin) and Facebook.com/PathFinancial.

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How Personal Biases, Past Mistakes Can Block Investment Growth

By: Oxana Saunders

today imageOne of the biggest challenges related to managing our money is figuring out how to preserve and grow our capital. These decisions are often influenced by personal biases and past financial mistakes or bad experiences we might have had. They can lead us to avoid investing in financial markets and only focusing on capital preservation by keeping money in savings accounts or CDs. This type of bias also leads to failure to realize the power of compounding interest and what it means for our investments long-terms.

The article from online magazine The Balance, linked below, elaborates on these issues.

If you are struggling to overcome negative biases associated with investing, please call us for a free consultation. We can walk you through investment strategies that may help you overcome simple obstacles that get in the way of your investments.

the balance
Overcoming a Major Retirement Planning Hurdle: Present Bias

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Oxana Saunders Vice President Path FinancialOxana Saunders is the Vice President of Path Financial, LLC. She may be reached at 941.894.2571 or oxana@pathfinancial.net.

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Natural Disasters and Investing Mistakes to Avoid

By: Oxana Saunders

Stock Photo: Hurricane Wilma Satellite Photo

It’s been a few difficult and stressful weeks for many people related to natural disasters like hurricane Harvey and Irma as well as earthquakes in several parts of the globe.

As we begin to return to normalcy and continue to help those in need, naturally, we consider the impact of natural disasters on our investments.

None of these natural disasters bode well for owning too much real estate especially in the affected regions. As some of us may start to reevaluate the viability of our real estate investments, we often come up with the questions such as: “What’s the alternative? Where do I start? What mistakes to avoid?”

The article linked below may help with getting the answers to some of these questions.

If you are starting to think about alternatives to your real estate investments, call us for a free consultation.

6 Investing Mistakes New Investors Should Avoid

6 Investing Mistakes New Investors Should Avoid

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Stock Photo: Hurricane Wilma Satellite Photo

Oxana Saunders is the Vice President of Path Financial, LLC. She may be reached at 941.894.2571 or oxana@pathfinancial.net.

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