Finley Wealth Advisors
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Wealth Management blog, featuring financial education & news, investment advice, retirement advice, divorce & women's wealth. Finley Wealth Advisors is a fee-only fiduciary financial planning and evidence-based investment management firm serving wealth management clients in southwest Florida and across the United States.
Finley Wealth Advisors
2d ago
Judging by the CME FedWatch Tool, market participants expect the Fed to start cutting rates sometime in 2024.
The post Curve Your Enthusiasm with Fed Activity appeared first on Finley Wealth Advisors ..read more
Finley Wealth Advisors
2d ago
As we touched on in The Beauty of Being Organized, when you sell an investment for more than you paid for it, there can be burdensome capital gain taxes realized in the year of the sale.
The post Bringing Order to Your Investment Universe Part 2: Transitions and Taxes appeared first on Finley Wealth Advisors ..read more
Finley Wealth Advisors
2w ago
In Part 2 of our three-part series on bringing order to your investment universe, we looked at Transitions and Taxes, or how to balance sensible tax management with effective investment planning.
The post Bringing Order to Your Investment Universe Part 3: Optimizing Your Organized Investments appeared first on Finley Wealth Advisors ..read more
Finley Wealth Advisors
2w ago
As we touched on in The Beauty of Being Organized, when you sell an investment for more than you paid for it, there can be burdensome capital gain taxes realized in the year of the sale.
The post Bringing Order to Your Investment Universe Part 2: Transitions and Taxes appeared first on Finley Wealth Advisors ..read more
Finley Wealth Advisors
3w ago
When it comes to investing, our message has long been loud and clear: Build a well-structured portfolio to capture available market returns while managing the risks involved.
The post Bringing Order to Your Investment Universe Part 1: The Beauty of Being Organized appeared first on Finley Wealth Advisors ..read more
Finley Wealth Advisors
3w ago
Many fans look forward to predicting who’s going to win the whole thing—what’s become known as “bracketology”—but not me. In my mind, March Madness is captivating because it’s completely unpredictable.
The post What I See When I Watch Basketball appeared first on Finley Wealth Advisors ..read more
Finley Wealth Advisors
3w ago
The 20-year relative return of US small cap value stocks versus the S&P 500 Index dipped negative recently for the first time in US stock market history.
The post Encouraging Data from Value’s Past and Present appeared first on Finley Wealth Advisors ..read more
Finley Wealth Advisors
1M ago
Viewing expected returns through the lens of cost of capital may help benchmark what constitutes a reasonable expected return from the market.
The post Cost of Capital: A Gut Check on High-Flying Stock Returns appeared first on Finley Wealth Advisors ..read more
Finley Wealth Advisors
1M ago
In a recent episode of the Goldman Sachs Exchanges podcast, Dimensional Founder and Chairman David Booth reflected on his career in applying the finance theory he learned at the University of Chicago’s business school—which now bears his name—to the world of asset management.
The post David Booth on Pursuing a Better Investment Experience appeared first on Finley Wealth Advisors ..read more
Finley Wealth Advisors
1M ago
You might be inclined to select investments based on past returns, expecting top-ranked funds to continue delivering the best performance.
The post Common Investing Mistakes (Part 3) appeared first on Finley Wealth Advisors ..read more