Financial Education & News Blog - Finley Wealth Advisors

Category Archives for Financial Education & News

Why Hire an Independent Advisor To Further Your Financial Interests?

Why Hire an Independent Advisor To Further Your Financial Interests?

From books to blogs, from media mavens to marketeers, from pundits to pros … there’s never a lack of talking heads telling you how to make the most of your money. Why hire an independent advisor to

Continue reading...
The SECURE Act - What it Means for You and Your Retirement

The SECURE Act – What it Means for You and Your Retirement

The SECURE Act – Setting Every Community Up for Retirement Enhancement Act – provides a mixed bag of incentives and obligations for retirement savers and service providers alike. Its intent

Continue reading...
Playing the Prediction Game - Hindsight Is 20/20. Foresight Isn’t.

Playing the Prediction Game – Hindsight Is 20/20. Foresight Isn’t.

Downplay the prediction game! Rather than basing investment decisions on predictions of which way debt or equity markets are headed, a wiser strategy may be to hold a range of investments that focus on

Continue reading...
Why

Why “Safe Harbors” Can Be Risky Business And How You Can Mitigate

Whenever investors are spooked by turbulent times, dollars tend to flow out of the stock market, and into “safe harbors” investments such as bonds, bond funds, CDs, money markets, or even cash. As

Continue reading...
What Happens When You Fail at Market Timing

What Happens When You Fail at Market Timing

The impact of missing just a few of the market’s best days can be profound. There’s no proven way to time the market—targeting the best days or moving to the sidelines to avoid the worst. History

Continue reading...
What is the Purpose of Indexes and Index Funds? (Part IV)

What is the Purpose of Indexes and Index Funds? (Part IV)

Compared to actively managed funds that seek to “beat” the market by engaging in now-outdated speculative strategies, a more solid solution for sensibly capturing available market returns is offered

Continue reading...
Financial Planning for Women: The Best Tips for Success

Financial Planning for Women: The Best Tips for Success

You might be suprised to learn that when it comes to the big earners — those earning more than $1 million a year — women now take the cake over men. Also, the millionaire club is getting a

Continue reading...

Market Index Mechanics – Interesting Idiosyncrasies (Part III)

Market indexes and market index mechanics, you read about them all the time. In Part III of this series, we take a closer look at market index mechanics to gain a better understanding of why they do,

Continue reading...
Index Points and What they Mean (Part II)

Index Points and What they Mean (Part II)

Checking an index point at any given time is like dipping your toe in the water to see how the ocean is doing. You may have good reasons to do that toe-check, but as with any approximation, be careful

Continue reading...
Your Financial Well-Being and the Federal Reserve

Your Financial Well-Being and the Federal Reserve

What might be the impact of rate changes on you and your financial well-being? Is there anything you should “do” to your investment portfolio in response when the Federal Reserve changes rates?

Continue reading...
1 2 3 7
Top