Book An Appointment

Blog

Blog

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1 Jul 2016 By Robert Finley CFA®, CFP®

First Half 2016: Investment Review & Outlook

26 Nov 2016 By Robert Finley CFA®, CFP®

Barron’s: ETF Investing to Suit Your Career

2 Jan 2017 By Robert Finley CFA®, CFP®

2016 Investment Review and 2017 Outlook

3 Jul 2017 By Robert Finley CFA®, CFP®

2017 First Half Review and Second Half Outlook

4 Oct 2017 By Robert Finley CFA®, CFP®

SiriusXM: Your money with Kent Smetters

9 Oct 2017 By Robert Finley CFA®, CFP®

2017 Third Quarter Review

13 Oct 2017 By Robert Finley CFA®, CFP®

How to Budget for December Holidays in October

11 Dec 2017 By Robert Finley CFA®, CFP®

GE Debacle Reveals Weaknesses in Dividend Strategy

5 Jan 2018 By Robert Finley CFA®, CFP®

2017 Investment Review and 2018 Outlook

17 Jan 2018 By Robert Finley CFA®, CFP®

Why Financial Advisors Love Value Stocks in 2018

23 Feb 2018 By Robert Finley CFA®, CFP®

Meet the New Fed Chairman

6 Apr 2018 By Robert Finley CFA®, CFP®

2018 First Quarter Review

15 May 2018 By Robert Finley CFA®, CFP®

These TIPS Help Protect Your Portfolio

12 Jun 2018 By Robert Finley CFA®, CFP®

Tune in to SiriusXM: Your Money with Kent Smetters

11 Jul 2018 By Robert Finley CFA®, CFP®

2018 First Half Review and Outlook

8 Oct 2018 By Robert Finley CFA®, CFP®

2018 Third Quarter Review and Outlook

12 Nov 2018 By Robert Finley CFA®, CFP®

Productivity and Time Management Books (in 2018)

11 Jan 2019 By Robert Finley CFA®, CFP®

2018 Investment Review and 2019 Outlook

12 Apr 2019 By Robert Finley CFA®, CFP®

2019 First Quarter Review and Outlook

11 Jul 2019 By Robert Finley CFA®, CFP®

2019 First Half Review and Outlook

8 Oct 2019 By Robert Finley CFA®, CFP®

2019 Third Quarter Review and Outlook

8 Jan 2020 By Robert Finley CFA®, CFP®

2019 Review and 2020 Outlook

12 Mar 2020 By Robert Finley CFA®, CFP®

Market Update

2 Apr 2020 By Robert Finley CFA®, CFP®

2020 First Quarter Review and Outlook

7 Jul 2020 By Robert Finley CFA®, CFP®

2020 First Half Review and Outlook

2 Oct 2020 By Robert Finley CFA®, CFP®

2020 Third Quarter Review and Outlook

14 Jan 2021 By Robert Finley CFA®, CFP®

2020 Review and 2021 Outlook

10 Feb 2021 By Robert Finley CFA®, CFP®

We Are Excited To Announce Our New Office!

9 Apr 2021 By Robert Finley CFA®, CFP®

2021 First Quarter Review and Outlook

9 Jul 2021 By Robert Finley CFA®, CFP®

2021 First Half Quarter Review and Outlook

8 Oct 2021 By Robert Finley CFA®, CFP®

2021 Third Quarter Review and Outlook

18 Nov 2021 By Robert Finley CFA®, CFP®

5 Reasons You Should Have a Financial Consultant

10 Jan 2022 By Robert Finley CFA®, CFP®

2021 Review and 2022 Outlook

19 Jan 2022 By Robert Finley CFA®, CFP®

Barrington Area Chamber Announces 2022 Leadership

24 Feb 2022 By Robert Finley CFA®, CFP®

Volatility is the Price of Admission

8 Apr 2022 By Robert Finley CFA®, CFP®

2022 First Quarter Review and Outlook

18 Apr 2022 By Robert Finley CFA®, CFP®

4 Money Mindset Hacks to Grow Rich

18 Apr 2022 By Robert Finley CFA®, CFP®

Financial Planning Tips for Young Adults

21 Apr 2022 By Robert Finley CFA®, CFP®

3 Common Mistakes of Affluent Investors

23 Apr 2022 By Robert Finley CFA®, CFP®

All You Need to Know About Private Wealth Management

12 May 2022 By Robert Finley CFA®, CFP®

May Market Update

8 Jul 2022 By Robert Finley CFA®, CFP®

2022 First Half Review and Outlook

7 Oct 2022 By Robert Finley CFA®, CFP®

2022 Third Quarter Review and Outlook

11 Jan 2023 By Robert Finley CFA®, CFP®

2022 Review and 2023 Outlook

7 Apr 2023 By Robert Finley CFA®, CFP®

2023 First Quarter Review and 2023 Outlook

14 Jul 2023 By Robert Finley CFA®, CFP®

2023 First Half Review and Outlook

29 Aug 2023 By Robert Finley CFA®, CFP®

Introduction to 529 Plans

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

2023 Third Quarter Review and Outlook

12 Jan 2024 By Robert Finley CFA®, CFP®

2023 Review and 2024 Outlook

10 Apr 2024 By Robert Finley CFA®, CFP®

2024 First Quarter Review and Outlook

30 May 2024 By Robert Finley CFA®, CFP®

Meet Our Summer Intern: Nathan Lodes

20 Jun 2024 By Robert Finley CFA®, CFP®

Meet Our Summer Intern: Alexandrea Lee

26 Jun 2024 By Robert Finley CFA®, CFP®

Hedging Low-Cost Basis Stock Using Options

18 Jul 2024 By Robert Finley CFA®, CFP®

2024 First Half Review and Outlook

11 Oct 2024 By Robert Finley CFA®, CFP®

2024 Third Quarter Review and Outlook

Business people are analyzing and planning business. Business Strategy Consulting
7 Nov 2024 By Robert Finley CFA®, CFP®

Do Assets Truly Reflect Financial Wealth?

14 Jan 2025 By Robert Finley CFA®, CFP®

2024 Review and 2025 Outlook

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

Meet Our Spring Intern: Akansha Burad

7 Apr 2025 By Robert Finley CFA®, CFP®

2025 First Quarter Review and Outlook

MargareteByrd
5 Jun 2025 By Robert Finley CFA®, CFP®

Meet Our Summer Intern: Margarete Byrd

11 Jul 2025 By Robert Finley CFA®, CFP®

2025 Second Quarter Review and Outlook

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

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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