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Path Financial LLC
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Conditions for a debt-led crisis are lining up: http://goo.gl/jrZzbV  
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Interest rates may be poised for a multi-year climb, a condition the world has not seen in several decades, and that could lead to a steep drop in the value of bond funds. If rates rise in earnest, having the wrong kind of fixed-income exposure could prove very costly.
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Where is the dollar headed?
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Sarasota-based financial investment firm Path Financial has earned two top honors for how it conducts itself as a business and for how it communicates with clients. Path received the highest possible rating from the business watchdog group, the Better Business Bureau (BBB): an A+, and, for the second year in a row, has been recognized by leading inbound marketing solutions provider Constant Contact for achieving marketing results that ranked Path among the top 10 percent of Constant Contact’s global customer base. See more:
Sarasota-based financial investment firm Path Financial has earned two top honors for how it conducts itself as a business and for how it communicates with clients. Path received the highest possible rating from the business watchdog group, the Better Business Bureau (BBB): an A+, and,…
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How to develop a disciplined investment plan within a revocable living trust? Raul Elizalde will discuss key concepts in a free, open-to-the-public education roundtable tomorrow at 2 p.m. in Venice. Still time to register at 941-483-3732.
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Raul Elizalde is in Venice tomorrow morning discussing disciplined investment plans within revocable living trusts. Event starts at 10 a.m., and includes guest speaker Venice estate planning attorney Mary Olsson. Open to the public; call 941-483-3732 to register.
Feb. 12, 2015 / Sarasota, Fla. — Raul Elizalde, president and chief investment officer of Sarasota-based Path Financial, and Dennis Makarewicz, founder of First Security Capital Management of Venice, will lead a series of three free educational roundtables, open to the public, explaining the key concepts of…
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Path Financial LLC

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Raul Elizalde's insights on bond funds was published by +AdviceIQ and appeared this morning across several news outlets, including +Nasdaq, the +Miami Herald Media Company, and +el Nuevo Herald.
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The SEC just caught an advisory firm in Indiana that put its own investors in a Ponzi scheme. The lesson here is that non-traded, exotic investments that promise extraordinary returns are rarely a good idea for individual investors who lack the resources or know-how to conduct due diligence:
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Learn how to protect and grow investments for yourselves and your heirs within Revocable Living Trusts. Raul Elizalde is in Venice tomorrow morning, March 17, giving a free presentation on everything you need to know and joined by Dennis Makarewicz of First Security Capital Management and Venice estate planning attorney Mary Olsson. Call 941-483-3732 to register; click on the link for more details:
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Our free February sessions on Revocable Living Trusts were so popular, we're offering them again in March. Learn about some of the pitfalls and problems to watch out for and tips on how to develop a disciplined investment plan within a trust. Open to the public and offered March 17 at 2 p.m., March 18 at 10 a.m. and March 19 at 2 p.m. Register at 941-483-3732. Click on the link for more details:
March 10, 2015 / Sarasota, Fla. — Raul Elizalde, president and chief investment officer of Sarasota-based Path Financial, and Dennis Makarewicz, founder of First Security Capital Management of Venice, will lead a series of three, free, educational roundtables, open to the public, explaining the key concepts of…
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Is it really that bad to miss the top-performing market days... or is that just an oft-repeated myth of the market?
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Thanks to Biz 941 for sharing news about the free roundtable discussions I'm leading this week with Dennis Makarewicz of First Security Capital Management, on developing a disciplined investment plan within a revocable living trust. Open to the public, beginning at 2 p.m. tomorrow, in Venice. Still time to register at 941-483-3732!
Nathan Benderson Park (worldclassrowing.com) and the YMCA Selby Aquatic Center will serve as the main venues of the 2015 Modern Pentathlon World Cup #1, taking place Feb. 17-22. More than 230 pentathletes from 40 countries will convene to compete in the first World Cup #1 to be held in the ...
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1990 Main St Sarasota, FL 34236
1990 Main StreetUSFloridaSarasota34236
(941) 350-7904pathfinancial.net
Financial Planner, Investment Service
Financial Planner
Investment Service
Financial Consultant
Today Closed
Monday Open 24 hoursTuesday Open 24 hoursWednesday Open 24 hoursThursday Open 24 hoursFriday Open 24 hoursSaturday ClosedSunday Closed
Path Financial LLC is a financial advisor firm providing investment management for individuals and corporations. We focus on portfolio management for people in late-career and early retirement, and we serve individuals, families, and small businesses.
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Have them in circles
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