Raul Elizalde, Chief Investment Officer / President at Path Financial
Raul Elizalde
As an economic and investment commentator and former Wall Street strategist, Elizalde has made presentations at the World Bank, appeared on Reuters and Bloomberg TV, and been quoted in the financial pages of The Wall Street Journal, The Washington Post, the Financial Times and The New York Times. His 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 is a contributing columnist for Forbes.com.
Raul Elizalde is the president, chief investment officer and founder of Path Financial, a Florida-registered investment firm with offices at 1990 Main St., in Sarasota, Florida. He manages client portfolios in Florida and across the U.S., with a strong emphasis on minimizing clients' exposure to risk. For more information, call 941.350.7904, visit pathfinancial.net, connect on Twitter (@pathfin) and Facebook.com/PathFinancial.
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Investors gravitate towards preferreds when they seek income and preservation of principal. While preferreds usually deliver on those goals, investors should be aware that there are serious limitations to what preferred stocks can accomplish for their portfolios.
4 September 2019
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4 September 2019article
Stay Away From Preferred Stocks Unless You Know What You're DoingIn normal times investors can get stability of principal and predictable income with preferreds, with considerably less volatility than stocks and better returns than bonds. But expecting preferred stocks to also provide shelter against a serious market disruption can be a big mistake.
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Path Financial
Chief Investment Officer / President
started Mar 2008 -
Michael Saunders Securities Corp
Vice President
Jan 2003 – Jul 2008 -
Banc of America Securities
Managing Director, Fixed Income Strategies
Jan 2000 – Apr 2002