2017 Third Quarter Review
The strength of the stock market continued in the third quarter. The S&P 500 Index was up 4.48% for the quarter and 14.24% for the year. The strength in U.S. Large Cap as measured by the S&P 500 Index was driven by the S&P 500...
SiriusXM: Your money with Kent Smetters
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....
2017 First Half Review and Second Half Outlook
The first half of the year continued the seven-year bull market for stocks with the S&P 500 up 9.17%. Virtue Asset Management continues to recommend over-weighting US Large Cap stocks versus US Mid Cap and US Small Cap. This allocation...
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...
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