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 [...]

Virtue Asset Management, an advisory firm founded by former TIAA and U.S. Trust portfolio manager Robert Finley, has opened an office in Chicago as part of a broader move to improve its access to high-net-worth clients. https://fundintelligence.global/privateassetmanagement/news/ex-tiaa-manager-adds-chicago-office-as-non-solicit-expires/ Back to resources Investing involves risk, including the possible loss of principal and [...]