NerdWallet: If at First You Miss a Financial Goal, Try, Try Again
“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,...
MarketWatch: Americans will talk about sex and infidelity before they talk about this
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...
Ex-TIAA manager adds Chicago office as non-solicit expires
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....
2016 Investment Review and 2017 Outlook
The US Stock market showed surprising strength and velocity in the eighth year of the current bull market. The S&P 500 returned 11.96% in 2016. This strong performance was driven in part by a 4.98% increase in the S&P 500 since...
Barron’s: ETF Investing to Suit Your Career
ROBERT FINLEY of Virtue Asset Management in Barrington, Ill., takes this analysis a step further. https://www.barrons.com/articles/etf-investing-to-suit-your-career-1480137150
First Half 2016: Investment Review & Outlook
The first half of the year was volatile with the S&P 500 down 11.44% on February 11th and up 3.75% on June 8th. The double digit drop in February was fueled by lower oil prices and slower economic growth. The Gross Domestic Product...
Fee Schedule and ADV Form
White Papers
Posts by Year
Client Relationship Summary
