This time we hear from Robert Finley, founding advisor at Barrington, Ill.-based Virtue Asset Management. He talks about a multi-pronged strategy for convincing extremely conservative clients of the wisdom of investing for growth. https://financialadvisoriq.com Back to resources Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance [...]

Tune in to SiriusXM, channel 111, tonight at 5 pm est. Robert Finley is a guest on the Your Money show with Wharton Professor Kent Smetters. Get practical advice on your personal finances from Professor Kent Smetters. Find out what today’s headlines mean for your pocket. https://businessradio.wharton.upenn.edu/programs/your-moneyBack to resources Investing involves [...]

“Holders of Treasury Inflation Protected Securities must understand that the return is calculated on the change in CPI and not the change in interest rates,” says Robert P. Finley, principal at Virtue Asset Management in Barrington, Illinois. https://money.usnews.com/investing/bonds/articles/2018-05-14/these-tips-help-protect-your-portfolio Back to resources Investing involves risk, including the possible loss of principal and [...]

Robert Finley, principal at Virtue Asset Management, has been recommending his clients start rotating from growth to value stocks. https://money.usnews.com/investing/buy-and-hold-strategy/articles/2018-01-16/why-financial-advisors-love-value-stocks-in-2018 Back to resources Investing involves risk, including the possible loss of principal and fluctuation of value.  Past performance is no guarantee of future results. This letter is not intended to be [...]

Another potential red flag with dividend stocks is weak cash flow, experts say. “If a company has declining cash flow and/or their payout ratio is higher than 50 percent, I’d consider those major red flags and not recommend purchasing that dividend stock because it increases the likelihood of the dividend [...]

Your past holiday spending is the best indicator of what you’ll spend this season, says Robert P. Finley, a certified financial planner and the principal of Virtue Asset Management in Illinois. “Try to get your credit card statements,” Finley says. “Try to look at your bank statements. What did I [...]

If drastic measures like downsizing to a cheaper place aren’t possible, consider other housing hacks, like renting out your space, getting a roommate or even house sitting. Slashing costs by even 10 percent can equal enormous savings, says Certified Financial Planner Robert Finley. https://thefinancialdiet.com/americans-spend-paychecks-make/ Back to resources Investing involves risk, including the [...]

I would like to thank Professor Kent Smetters who had me on his radio show on 10/3: Your Money.  The show airs live on Tuesdays from 5 – 7PM EST on the Wharton Business Radio Channel (channel 111) on SiriusXM. https://businessradio.wharton.upenn.edu/programs/your-money/guests/#Guest6611 Back to resources Investing involves risk, including the possible loss of [...]

“Once you’ve reached that goal, or more importantly not reached that goal, I really think it’s important to look back at the spending habits and trends over the time and compare it to the budget you set up,” says Robert P. Finley, a chartered financial analyst, certified financial planner and [...]

This willingness to keep one’s personal finances under wraps stems from people’s embarrassment and/or social awkwardness around discussing money rather than something more nefarious, said Robert Finley, a certified financial planner and principal at Illinois-based advisory firm Virtue Asset Management.  https://www.marketwatch.com/story/americans-will-talk-about-sex-and-infidelity-before-they-talk-about-this-2017-05-09 Back to resources Investing involves risk, including the possible loss [...]