2019 Third Quarter Review and Outlook
The third quarter saw increased volatility with the bond market providing great returns then the stock market. For the first time since 2016, value stocks outperformed growth stocks. In the fourth quarter, we expect increased volatility as...
2019 First Half Review and Outlook
The S&P 500 index overcame increased Chinese tariffs, threats of Mexican tariffs and a slowing economy to finish the second quarter up 4.6%. For the first half of the year the S&P 500 index returned 19.56%. At Virtue Asset...
2019 First Quarter Review and Outlook
The first quarter of 2019 has started out well with the equity markets rebounding from their 2018 loss. For the first quarter the S&P 500 Index returned 13.65%. The strong return was powered by a price to earnings (P/E) multiple...
2018 Investment Review and 2019 Outlook
In 2018, the bull market’s nine-year stretch ended. The S&P 500 Index finished 2018 down 4.38%. The negative return was driven by a 13.52% decrease in the fourth quarter. The final earnings for the S&P 500 for 2018 haven’t been...
3 Effective Ways to Reframe Risk for Ultra-Conservative Clients
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
Best Productivity and Time Management Books (in 2018)
Have you ever felt overwhelmed by your workload? Or that you don’t have any progress at all? If you did, we got you covered. We asked 36 experts “What are the best productivity and time management books to read?” Discover their top recommendations below!...
2018 Third Quarter Review and Outlook
A strong economy continues to overshadow trade tariffs and turmoil in Washington. For the United States, Gross Domestic Product (GDP) growth was a very strong 4.2% in the second quarter. However, earnings for the second quarter were lower...
2018 First Half Review and Outlook
The eight-year bull market was barely extended in the first half of 2018. Virtue Asset Management continues to recommend that investors maintain their stock exposure at the lower end of their target range. For the full year, we expect the...
Tune in to SiriusXM: Your Money with Kent Smetters
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...
These TIPS Help Protect Your Portfolio
“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....
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