Nov 3, 2020 | In The Media
Closed-end funds may be option for retirees searching for portfolio income Many closed-end funds use leverage, subject to regulatory limits, to juice their returns. That is, they can borrow money to invest. However, leverage also means that losses can also be...
Aug 13, 2020 | In The Media
This Bond Market Indicator Suggests Inflation Could Be Coming. Here’s How to Protect Your Investments Finley says that for his clients at or near retirement, inflation is one of the largest risks — even if it doesn’t necessarily command the most attention....
May 12, 2020 | In The Media
David A. Valenti Joins Virtue Asset Management as Fee-Only Financial Advisor David A. Valenti, an attorney and certified financial planner with 37 years of wealth management experience, has joined Virtue Asset Management in Barrington as a fee-only financial advisor...
Jan 17, 2020 | In The Media
Plenty to celebrate for Barrington-area chamber at annual dinner Other recognitions went to the Barrington Area Community Foundation, Moretti’s Ristorante & Pizzeria, Bob Finley of Virtue Asset Management, Hart Dental and Charlotte Neault, of Barrington Bank &...
Nov 12, 2018 | In The Media
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...
Jun 12, 2018 | In The Media
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....
