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Blog

2024 First Quarter Review and Outlook

10 April, 2024

By Robert Finley CFA®, CFP®

Quarterly Reviews

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

3 April, 2024

Financial advisor explaining investment options creditvecteezy business advisor meeting to analyze and discuss the 7143797 scaled

By Robert Finley CFA®, CFP®

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

15 February, 2024

By Robert Finley CFA®, CFP®

2023 Review and 2024 Outlook

12 January, 2024

By Robert Finley CFA®, CFP®

Quarterly Reviews

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2023 Third Quarter Review and Outlook

17 October, 2023

Higher Bond Yields Have Created an Alternative

By Robert Finley CFA®, CFP®

Quarterly Reviews

The S&P 500 finished the third quarter down –3.27% but is still up 13.07% for the year. The stock ...

Introduction to 529 Plans

29 August, 2023

By Robert Finley CFA®, CFP®

2023 First Half Review and Outlook

14 July, 2023

By Robert Finley CFA®, CFP®

Quarterly Reviews

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

14 June, 2023

By Robert Finley CFA®, CFP®

Uncategorized

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Ribbon cutting ceremony signals the end of Field of Dreams construction

30 May, 2023

By Robert Finley CFA®, CFP®

In The Media

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2023 First Quarter Review and 2023 Outlook

7 April, 2023

By Robert Finley CFA®, CFP®

Quarterly Reviews

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2022 Review and 2023 Outlook

11 January, 2023

By Robert Finley CFA®, CFP®

Quarterly Reviews

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2022 Third Quarter Review and Outlook

7 October, 2022

By Robert Finley CFA®, CFP®

Quarterly Reviews

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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

19 Apr 2017 By Robert Finley CFA®, CFP®

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

13 May 2017 By Robert Finley CFA®, CFP®

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

25 May 2017 By Robert Finley CFA®, CFP®

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

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

11 Oct 2017 By Robert Finley CFA®, CFP®

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

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)

12 Nov 2018 By Robert Finley CFA®, CFP®

3 Effective Ways to Reframe Risk for Ultra-Conservative Clients

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

17 Jan 2020 By Robert Finley CFA®, CFP®

Plenty to celebrate for Barrington-area chamber at annual dinner

12 Mar 2020 By Robert Finley CFA®, CFP®

Market Update

2 Apr 2020 By Robert Finley CFA®, CFP®

2020 First Quarter Review and Outlook

12 May 2020 By Robert Finley CFA®, CFP®

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

4 Jun 2020 By Robert Finley CFA®, CFP®

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

7 Jul 2020 By Robert Finley CFA®, CFP®

2020 First Half Review and Outlook

13 Aug 2020 By Robert Finley CFA®, CFP®

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

2 Oct 2020 By Robert Finley CFA®, CFP®

2020 Third Quarter Review and Outlook

3 Nov 2020 By Robert Finley CFA®, CFP®

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

5 Nov 2020 By Robert Finley CFA®, CFP®

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

14 Jan 2021 By Robert Finley CFA®, CFP®

2020 Review and 2021 Outlook

28 Jan 2021 By Robert Finley CFA®, CFP®

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

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

1 Oct 2021 By Robert Finley CFA®, CFP®

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

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

11 Feb 2022 By Robert Finley CFA®, CFP®

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

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

25 Apr 2022 By Robert Finley CFA®, CFP®

How Hiring A Financial Planner Will Benefit Your Business

27 Apr 2022 By Robert Finley CFA®, CFP®

The Difference Between Fee Only and Fee Based Financial Planners

29 Apr 2022 By Robert Finley CFA®, CFP®

How Hiring A Financial Planner Will Benefit Your Business

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

30 May 2023 By Robert Finley CFA®, CFP®

Ribbon cutting ceremony signals the end of Field of Dreams construction

14 Jun 2023 By Robert Finley CFA®, CFP®

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

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

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

15 Feb 2024 By Robert Finley CFA®, CFP®

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

3 Apr 2024 By Robert Finley CFA®, CFP®

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

10 Apr 2024 By Robert Finley CFA®, CFP®

2024 First Quarter Review and Outlook

24 Apr 2024 By Robert Finley CFA®, CFP®

Understanding Capital Gains and How to Minimize the Tax Bite

30 May 2024 By Robert Finley CFA®, CFP®

Meet Our Summer Intern: Nathan Lodes

11 Jun 2024 By Robert Finley CFA®, CFP®

The Advantages of Working with a Fee-Only Financial Advisor

20 Jun 2024 By Robert Finley CFA®, CFP®

Meet Our Summer Intern: Alexandrea Lee

26 Jun 2024 By Robert Finley CFA®, CFP®

Exploring Alternative Asset Classes for Wealth Management Portfolio Diversification

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

2 Aug 2024 By Robert Finley CFA®, CFP®

Asset Location Strategies to Optimize After-Tax Returns

28 Aug 2024 By Robert Finley CFA®, CFP®

How to Leverage Election Year Market Trends for Your Investment Portfolio

28 Aug 2024 By Robert Finley CFA®, CFP®

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

11 Oct 2024 By Robert Finley CFA®, CFP®

2024 Third Quarter Review and Outlook

19 Oct 2024 By Robert Finley CFA®, CFP®

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

Business people are analyzing and planning business. Business Strategy Consulting

7 Nov 2024 By Robert Finley CFA®, CFP®

Do Assets Truly Reflect Financial Wealth?

18 Dec 2024 By Robert Finley CFA®, CFP®

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

14 Jan 2025 By Robert Finley CFA®, CFP®

2024 Review and 2025 Outlook

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

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

12 Jul 2025 By Robert Finley CFA®, CFP®

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

16 Jul 2025 By Robert Finley CFA®, CFP®

What It Means to Partner with an Independent Financial Advisory Firm

19 Jul 2025 By Robert Finley CFA®, CFP®

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

23 Jul 2025 By Robert Finley CFA®, CFP®

Managing Investments Through Inflation Cycles: What History Teaches Us

1 Aug 2025 By Robert Finley CFA®, CFP®

How to Know If Your Portfolio Is Actually Working for You

5 Aug 2025 By Robert Finley CFA®, CFP®

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

9 Aug 2025 By Robert Finley CFA®, CFP®

How Tax-Aware Investing Supports Long-Term Wealth Growth

12 Aug 2025 By Robert Finley CFA®, CFP®

Questions to Ask Before You Choose a Wealth Management Partner

29 Aug 2025 By Robert Finley CFA®, CFP®

What People Who Build Long-Term Wealth Do Differently

4 Sep 2025 By Robert Finley CFA®, CFP®

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

8 Sep 2025 By Robert Finley CFA®, CFP®

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

13 Sep 2025 By Robert Finley CFA®, CFP®

Blog

Blog

2024 First Quarter Review and Outlook

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

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

2023 Review and 2024 Outlook

2023 Third Quarter Review and Outlook

Introduction to 529 Plans

2023 First Half Review and Outlook

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

Ribbon cutting ceremony signals the end of Field of Dreams construction

2023 First Quarter Review and 2023 Outlook

2022 Review and 2023 Outlook

2022 Third Quarter Review and Outlook

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