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Beyond the Basket: Understanding the Risks of Stock and Sector Concentration

4 June, 2026
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By Robert Finley CFA®, CFP®
Uncategorized
Beyond the Basket: Understanding the Risks of Stock and Sector Concentration For many successful inv...
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The Executive’s Guide to Hedging Low-Cost Basis Stock in 2026

3 June, 2026
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By Robert Finley CFA®, CFP®
Uncategorized
The Executive’s Guide to Hedging Low-Cost Basis Stock in 2026 You have spent years, perhaps decade...
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Meet Our Summer Intern: Abhishek Dumbre

29 May, 2026
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By Robert Finley CFA®, CFP®
Uncategorized
Meet Our Summer Intern: Abhishek Dumbre We’re excited to welcome Abhishek Dumbre to Virtue Asset M...
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The Ultimate Guide to Dynasty Trusts: Using Generation-Skipping Trusts to Preserve Multi-Generational Wealth

21 May, 2026
By Robert Finley CFA®, CFP®
Estate Planning, Uncategorized
The Ultimate Guide to Dynasty Trusts: Using Generation-Skipping Trusts to Preserve Multi-Generationa...
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Meet Our 2026 Summer Intern: Joey Portell

20 May, 2026
By Robert Finley CFA®, CFP®
Uncategorized
Meet Our 2026 Summer Intern: Joey Portell At Virtue Asset Management, we are committed to delivering...
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7 Tax-Loss Harvesting Mistakes That Could Cost Investors Thousands

18 May, 2026
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By Robert Finley CFA®, CFP®
Uncategorized
7 Tax-Loss Harvesting Mistakes That Could Cost Investors Thousands For high-net-worth families and b...
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College Costs vs. Retirement Planning: Understanding the Long-Term Opportunity Cost of Student Loans

12 May, 2026
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By Robert Finley CFA®, CFP®
Uncategorized
College Costs vs. Retirement Planning: Understanding the Long-Term Opportunity Cost of Student Loans...
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How to Achieve Tax-Efficient Investing in Chicago Without Sacrificing Portfolio Growth

8 May, 2026
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By Robert Finley CFA®, CFP®
Uncategorized
How to Achieve Tax-Efficient Investing in Chicago Without Sacrificing Portfolio Growth For high-net-...
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Navigating the 2026 Illinois Estate Tax Landscape: A Planning Guide for Barrington Families

6 May, 2026
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By Robert Finley CFA®, CFP®
Uncategorized
Navigating the 2026 Illinois Estate Tax Landscape: A Planning Guide for Barrington Families As of 20...
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Mutual Funds vs. Individual Securities: Tax Considerations for High-Net-Worth Investors

28 April, 2026
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By Robert Finley CFA®, CFP®
Uncategorized
Mutual Funds vs. Individual Securities: Tax Considerations for High-Net-Worth Investors For high-net...
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Estate Settlement for High-Net-Worth Families: A Fiduciary Guide for Investors

23 April, 2026
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By Robert Finley CFA®, CFP®
Uncategorized
Estate Settlement for High-Net-Worth Families: A Fiduciary Guide for Investors Settling an estate is...
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Beating the Silent Wealth Killer: Strategic Inflation Planning for Your Retirement

21 April, 2026
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By Robert Finley CFA®, CFP®
Uncategorized
Beating the Silent Wealth Killer: Strategic Inflation Planning for Your Retirement For high-net-wort...
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1 Jul 2016 By Robert Finley CFA®, CFP®

First Half 2016: Investment Review & Outlook

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26 Nov 2016 By Robert Finley CFA®, CFP®

Barron’s: ETF Investing to Suit Your Career

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2 Jan 2017 By Robert Finley CFA®, CFP®

2016 Investment Review and 2017 Outlook

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19 Apr 2017 By Robert Finley CFA®, CFP®

Ex-TIAA manager adds Chicago office as non-solicit expires

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13 May 2017 By Robert Finley CFA®, CFP®

MarketWatch: Americans will talk about sex and infidelity before they talk about

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25 May 2017 By Robert Finley CFA®, CFP®

NerdWallet: If at First You Miss a Financial Goal, Try, Try Again

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3 Jul 2017 By Robert Finley CFA®, CFP®

2017 First Half Review and Second Half Outlook

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4 Oct 2017 By Robert Finley CFA®, CFP®

SiriusXM: Your money with Kent Smetters

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9 Oct 2017 By Robert Finley CFA®, CFP®

2017 Third Quarter Review

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11 Oct 2017 By Robert Finley CFA®, CFP®

How Most Americans Spend Their Paychecks & How To Make The Most

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13 Oct 2017 By Robert Finley CFA®, CFP®

How to Budget for December Holidays in October

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11 Dec 2017 By Robert Finley CFA®, CFP®

GE Debacle Reveals Weaknesses in Dividend Strategy

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5 Jan 2018 By Robert Finley CFA®, CFP®

2017 Investment Review and 2018 Outlook

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17 Jan 2018 By Robert Finley CFA®, CFP®

Why Financial Advisors Love Value Stocks in 2018

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23 Feb 2018 By Robert Finley CFA®, CFP®

Meet the New Fed Chairman

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6 Apr 2018 By Robert Finley CFA®, CFP®

2018 First Quarter Review

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15 May 2018 By Robert Finley CFA®, CFP®

These TIPS Help Protect Your Portfolio

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12 Jun 2018 By Robert Finley CFA®, CFP®

Tune in to SiriusXM: Your Money with Kent Smetters

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11 Jul 2018 By Robert Finley CFA®, CFP®

2018 First Half Review and Outlook

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8 Oct 2018 By Robert Finley CFA®, CFP®

2018 Third Quarter Review and Outlook

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12 Nov 2018 By Robert Finley CFA®, CFP®

Productivity and Time Management Books (in 2018)

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12 Nov 2018 By Robert Finley CFA®, CFP®

3 Effective Ways to Reframe Risk for Ultra-Conservative Clients

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11 Jan 2019 By Robert Finley CFA®, CFP®

2018 Investment Review and 2019 Outlook

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12 Apr 2019 By Robert Finley CFA®, CFP®

2019 First Quarter Review and Outlook

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11 Jul 2019 By Robert Finley CFA®, CFP®

2019 First Half Review and Outlook

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8 Oct 2019 By Robert Finley CFA®, CFP®

2019 Third Quarter Review and Outlook

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8 Jan 2020 By Robert Finley CFA®, CFP®

2019 Review and 2020 Outlook

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17 Jan 2020 By Robert Finley CFA®, CFP®

Plenty to celebrate for Barrington-area chamber at annual dinner

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12 Mar 2020 By Robert Finley CFA®, CFP®

Market Update

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2 Apr 2020 By Robert Finley CFA®, CFP®

2020 First Quarter Review and Outlook

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12 May 2020 By Robert Finley CFA®, CFP®

David A. Valenti Joins Virtue Asset Management as Fee-Only Financial Advisor

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4 Jun 2020 By Robert Finley CFA®, CFP®

Stocks Offer the Potential for Appreciation and a Good Source of Growth

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7 Jul 2020 By Robert Finley CFA®, CFP®

2020 First Half Review and Outlook

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13 Aug 2020 By Robert Finley CFA®, CFP®

This Bond Market Indicator Suggests Inflation Could Be Coming. Here’s How to

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2 Oct 2020 By Robert Finley CFA®, CFP®

2020 Third Quarter Review and Outlook

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3 Nov 2020 By Robert Finley CFA®, CFP®

Closed-end funds may be option for retirees searching for portfolio income

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5 Nov 2020 By Robert Finley CFA®, CFP®

Treasury Inflation Protected Securities – An Attractive Option to Diversify Your Bond

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14 Jan 2021 By Robert Finley CFA®, CFP®

2020 Review and 2021 Outlook

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28 Jan 2021 By Robert Finley CFA®, CFP®

Robert Finley named to Barrington Area Chamber of Commerce Board of Directors

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10 Feb 2021 By Robert Finley CFA®, CFP®

We Are Excited To Announce Our New Office!

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9 Apr 2021 By Robert Finley CFA®, CFP®

2021 First Quarter Review and Outlook

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9 Jul 2021 By Robert Finley CFA®, CFP®

2021 First Half Quarter Review and Outlook

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1 Oct 2021 By Robert Finley CFA®, CFP®

Love wine and shopping? Barrington Wine Walk returns Oct. 9

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8 Oct 2021 By Robert Finley CFA®, CFP®

2021 Third Quarter Review and Outlook

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18 Nov 2021 By Robert Finley CFA®, CFP®

5 Reasons You Should Have a Financial Consultant

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10 Jan 2022 By Robert Finley CFA®, CFP®

2021 Review and 2022 Outlook

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19 Jan 2022 By Robert Finley CFA®, CFP®

Barrington Area Chamber Announces 2022 Leadership

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11 Feb 2022 By Robert Finley CFA®, CFP®

CNBC: Retirees seeking income may want to consider closed-end funds

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24 Feb 2022 By Robert Finley CFA®, CFP®

Volatility is the Price of Admission

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8 Apr 2022 By Robert Finley CFA®, CFP®

2022 First Quarter Review and Outlook

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18 Apr 2022 By Robert Finley CFA®, CFP®

4 Money Mindset Hacks to Grow Rich

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18 Apr 2022 By Robert Finley CFA®, CFP®

Financial Planning Tips for Young Adults

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21 Apr 2022 By Robert Finley CFA®, CFP®

3 Common Mistakes of Affluent Investors

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23 Apr 2022 By Robert Finley CFA®, CFP®

All You Need to Know About Private Wealth Management

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25 Apr 2022 By Robert Finley CFA®, CFP®

How Hiring A Financial Planner Will Benefit Your Business

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27 Apr 2022 By Robert Finley CFA®, CFP®

The Difference Between Fee Only and Fee Based Financial Planners

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29 Apr 2022 By Robert Finley CFA®, CFP®

How Hiring A Financial Planner Will Benefit Your Business

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12 May 2022 By Robert Finley CFA®, CFP®

May Market Update

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8 Jul 2022 By Robert Finley CFA®, CFP®

2022 First Half Review and Outlook

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7 Oct 2022 By Robert Finley CFA®, CFP®

2022 Third Quarter Review and Outlook

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11 Jan 2023 By Robert Finley CFA®, CFP®

2022 Review and 2023 Outlook

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7 Apr 2023 By Robert Finley CFA®, CFP®

2023 First Quarter Review and 2023 Outlook

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30 May 2023 By Robert Finley CFA®, CFP®

Ribbon cutting ceremony signals the end of Field of Dreams construction

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14 Jun 2023 By Robert Finley CFA®, CFP®

Lorie S. Shah Joins Virtue Asset Management as Director of Client Relationships

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14 Jul 2023 By Robert Finley CFA®, CFP®

2023 First Half Review and Outlook

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29 Aug 2023 By Robert Finley CFA®, CFP®

Introduction to 529 Plans

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Higher Bond Yields Have Created an Alternative
17 Oct 2023 By Robert Finley CFA®, CFP®

2023 Third Quarter Review and Outlook

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12 Jan 2024 By Robert Finley CFA®, CFP®

2023 Review and 2024 Outlook

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15 Feb 2024 By Robert Finley CFA®, CFP®

Exploring the Complexities of Modern Wealth Management: Protecting Wealth in Volatile Markets

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3 Apr 2024 By Robert Finley CFA®, CFP®

How to Choose the Right Investment Consultant in Chicago for Your Financial

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10 Apr 2024 By Robert Finley CFA®, CFP®

2024 First Quarter Review and Outlook

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24 Apr 2024 By Robert Finley CFA®, CFP®

Understanding Capital Gains and How to Minimize the Tax Bite

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30 May 2024 By Robert Finley CFA®, CFP®

Meet Our Summer Intern: Nathan Lodes

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11 Jun 2024 By Robert Finley CFA®, CFP®

The Advantages of Working with a Fee-Only Financial Advisor

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20 Jun 2024 By Robert Finley CFA®, CFP®

Meet Our Summer Intern: Alexandrea Lee

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investors reviewing charts
26 Jun 2024 By Robert Finley CFA®, CFP®

Exploring Alternative Asset Classes for Wealth Management Portfolio Diversification

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26 Jun 2024 By Robert Finley CFA®, CFP®

Hedging Low-Cost Basis Stock Using Options

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18 Jul 2024 By Robert Finley CFA®, CFP®

2024 First Half Review and Outlook

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2 Aug 2024 By Robert Finley CFA®, CFP®

Asset Location Strategies to Optimize After-Tax Returns

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28 Aug 2024 By Robert Finley CFA®, CFP®

How to Leverage Election Year Market Trends for Your Investment Portfolio

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28 Aug 2024 By Robert Finley CFA®, CFP®

MoneyGeek – Life Insurance for 50-Year-Olds in March 2024

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11 Oct 2024 By Robert Finley CFA®, CFP®

2024 Third Quarter Review and Outlook

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19 Oct 2024 By Robert Finley CFA®, CFP®

Maintaining Wealth Up to Retirement: Practical Tips to Secure Your Pension for

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7 Nov 2024 By Robert Finley CFA®, CFP®

Do Assets Truly Reflect Financial Wealth?

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18 Dec 2024 By Robert Finley CFA®, CFP®

Strategic Financial Planning: Adapting Your Wealth Management Plan Year-Round

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14 Jan 2025 By Robert Finley CFA®, CFP®

2024 Review and 2025 Outlook

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Akansha Burad
3 Apr 2025 By Robert Finley CFA®, CFP®

Meet Our Spring Intern: Akansha Burad

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7 Apr 2025 By Robert Finley CFA®, CFP®

2025 First Quarter Review and Outlook

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5 Jun 2025 By Robert Finley CFA®, CFP®

Meet Our Summer Intern: Margarete Byrd

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11 Jul 2025 By Robert Finley CFA®, CFP®

2025 Second Quarter Review and Outlook

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fiduciary financial advisor
12 Jul 2025 By Robert Finley CFA®, CFP®

What Fiduciary Duty Really Means in Financial Planning, and What It Doesn’t

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What It Means to Partner with an Independent Financial Advisory Firm
16 Jul 2025 By Robert Finley CFA®, CFP®

What It Means to Partner with an Independent Financial Advisory Firm

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financial planner near me
19 Jul 2025 By Robert Finley CFA®, CFP®

How to Vet a Financial Advisor in Chicago: Certifications, Experience, and Fiduciary

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investment management advisor
23 Jul 2025 By Robert Finley CFA®, CFP®

Managing Investments Through Inflation Cycles: What History Teaches Us

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Portfolio
1 Aug 2025 By Robert Finley CFA®, CFP®

How to Know If Your Portfolio Is Actually Working for You

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investment management advisor
5 Aug 2025 By Robert Finley CFA®, CFP®

Received a Large Inheritance or Settlement? How to Protect It for the

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financial advisor
9 Aug 2025 By Robert Finley CFA®, CFP®

How Tax-Aware Investing Supports Long-Term Wealth Growth

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independent wealth management firms
12 Aug 2025 By Robert Finley CFA®, CFP®

Questions to Ask Before You Choose a Wealth Management Partner

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What People Who Build Long Term Wealth Do Differently
29 Aug 2025 By Robert Finley CFA®, CFP®

What People Who Build Long-Term Wealth Do Differently

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fiduciary financial advisor
4 Sep 2025 By Robert Finley CFA®, CFP®

Who’s Really on Your Side? How to Tell if Your Financial Advice

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investment management advisor
8 Sep 2025 By Robert Finley CFA®, CFP®

How a Long-Term Plan Keeps You Focused When Markets Change

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Personal Asset Management
13 Sep 2025 By Robert Finley CFA®, CFP®

What to Ask Before Putting Your Money to Work Locally

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