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2021 First Half Quarter Review and Outlook
Quarterly Reviews
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2021 First Quarter Review and Outlook
We Are Excited To Announce Our New Office!
Robert Finley named to Barrington Area Chamber of Commerce Board of Directors
In The Media, News
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2020 Review and 2021 Outlook
Quarterly Reviews
It was another strong year of returns for most major asset classes. In 2020, the S&P 500 Index r...
Treasury Inflation Protected Securities – An Attractive Option to Diversify Your Bond Portfolio
Recommended Reading
Fixed income securities play an important role in most client portfolios. They provide cash flow...
Closed-end funds may be option for retirees searching for portfolio income
In The Media
Many closed-end funds use leverage, subject to regulatory limits, to juice their returns. That is, t...
2020 Third Quarter Review and Outlook
Quarterly Reviews
The third quarter was another strong quarter for the stock market. The S&P 500 Index returned 8....
This Bond Market Indicator Suggests Inflation Could Be Coming. Here’s How to Protect Your Investments
In The Media
Finley says that for his clients at or near retirement, inflation is one of the largest risks — ev...
2020 First Half Review and Outlook
Quarterly Reviews
In a sign that the stock market is forward looking, the S&P 500 Index returned 20.54% in the sec...
Stocks Offer the Potential for Appreciation and a Good Source of Growth in Income for Long-Term Investors
Recommended Reading
Historically common stocks have provided excellent growth in income. Most investors understand tha...
David A. Valenti Joins Virtue Asset Management as Fee-Only Financial Advisor
In The Media
David A. Valenti, an attorney and certified financial planner with 37 years of wealth management exp...
