Pathstone

Last month, financial markets saw a notable shift as cooler inflation data sparked a rotation from mega-cap stocks to small caps, real estate, and bonds. While tech giants and the Nasdaq experienced a downturn, small caps had their strongest performance since December 2023. The bond market rallied as yields declined, with longer-duration bonds outperforming. Commodities faced challenges except for gold, which benefited from lower interest rates and a weaker dollar. Read our latest Market Flash to learn more: https://bit.ly/3z3hgPm

"It has been my goal to create a firm that always stays a generation ahead – THE Family Office, complete with the expertise and guidance that no other family office can offer." - Matthew Fleissig, Pathstone CEO We're honored to be featured in Family Wealth Report's Acclaim magazine, celebrating the Eleventh Annual Family Awards. In this spotlight, Matt shares his insights on the future of wealth management, his inspirations, and what distinguishes Pathstone in a competitive industry. Read Pathstone's full feature and view disclosures and selection criteria: https://bit.ly/3T4djkc

Earlier this month, we hosted a memorable #PathtoThrive event at the Bellevue Botanical Garden. Incredible women came together for an evening of meaningful connections and inspiration. The mission of #PathtoThrive is to create networking opportunities for professional women. By coming together, we harness our collective brainpower and experience to elevate, educate, support, and inspire each other to advance both professionally and personally. Grateful to everyone who joined us on this journey to thrive together!

Last week, Pathstone's Learning & Development team hosted the 4th Annual Associate Class #LearningPath in Bellevue, WA! Associates from across the country gathered for engaging learning sessions to deepen their understanding of Pathstone's history and services, as well as valuable advice on launching their #CareerPath.

Forbes 2024 Top Next-Gen Wealth Advisors Best-In-State! We are thrilled to celebrate the exceptional talent shaping the future of wealth management. Pathstone is proud to announce that James Whalen, CFP®, (MD) Vivien Johnson, CFA, CFP® (FL), and Wes Yamamoto, CFA (PA) have been recognized among Forbes 2024 Top Next-Gen Wealth Advisors Best-In-State! These trailblazers are not only setting new standards for their peers but are also driving the success of our clients and the industry forward. Join us in congratulating James, Vivien, Wes, and all the other outstanding advisors on this prestigious list! Please see important disclosures and selection criteria here: https://bit.ly/3WWFUuf #NextGenLeaders #WealthManagement #Forbes

In recent years, #PrivateEquity valuations have lagged public markets significantly as public market gains have been focused on the mega-cap tech companies leading developments in Artificial Intelligence. With expectations of lower interest rates ahead, we believe Private Equity opportunities are looking more attractive. Read about this and more in our recent Tactical Allocation: https://bit.ly/3SujzBA

Dive into our latest Market Flash Report to gain insight into how: 🚀 Mega-caps drove S&P 500 gains while small caps lagged. 📈 Emerging markets, especially India, Taiwan, and South Korea, shined despite China's challenges. 🏠 Falling home sales are hinting at economic concerns. 📉 The bond market is facing rising yields. 🔍 The Fed kept rates steady amid mixed economic signals. Access the full report here: https://bit.ly/4dnLICl

It was fabulous partnering with R360 Global for their inaugural conference in San Diego, connecting with extraordinary clients and new friends! One of the standout moments was Jim Coutre, head of Pathstone's Wealth Planning Group, on "Navigating the Intersection of Family and Money." Jim's insights on how seemingly rational decisions regarding family discussions about money, estate planning, or working together on philanthropy can often lead to unintended consequences, provided R360 members with meaningful takeaways. At Pathstone, we are dedicated to offering bespoke solutions to ultra-high net worth individuals, multi-generational families, and family offices that address their complex and unique needs. Our goal is to ensure that wealth is preserved, grown, and transferred to enhance our clients’ lives. We are thrilled to be part of R360 and look forward to what's to come in this vibrant ecosystem of extraordinary leaders stewarding family enterprises.

Pathstone is honored to be recognized as one of Financial Advisor Magazine’s 2024 top 15 RIA Firms in the country, based on assets under management. This marks our seventh year on this list, which is only possible because of our client's continued trust in us and our commitment to being THE family office. Powered by innovation. Built for every generation. Expertly delivered. Please see important disclosures and selection criteria here: https://bit.ly/4f60rDE

We are thrilled to share that Pathstone has been recognized as one of the fastest-growing RIA firms in the country by Financial Advisor Magazine. This achievement reflects the incredible clients we serve, our dedicated and talented team, and our shared values. We are honored to be included among such dynamic and innovative firms. Growing to get better, not just bigger. Please see important disclosures and selection criteria here: https://bit.ly/4f2T1kN