Keeping More of What You Earn

Strategies for Tax Planning and Tax – Free Investing

SAVE THE DATE:  MAY 16, 2018

Join the Investment and Tax experts at Pathfinder Wealth Advisors LLC and the leader in tax-free investments, Franklin Templeton Investments, as we explore the impact of the new tax law

Now and Then by Dave Goetsch

Dave Goetsch, Executive Producer of  The Big Bang Theory, reflects on his investment experience in the recent market downturn and contrasts his new perspective with memories of the 2008-2009 financial crisis.


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  • Mind Over Model

    Checking the weather? Guess what—you’re using a model. While models can be useful for gaining insights that can help us make good decisions, they are inherently incomplete simplifications of reality.

    In investing, factor models have been a frequent topic of discussion.


    During the last few years, I have tried to exercise most days of the week. While at "Boot-camp" class one morning, I was describing my routine of Spinning(r) and doing Boot-camp several days a week.

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    How to Select the “Right” Financial Advisor

    Three Ways to Get More Done in a Day

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