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Politics and your portfolio

Presidents, Politics, and Your Portfolio: Thinking Beyond Stage One

In this or any election, recognize the folly of trying to tie your investment portfolio’s hopes, dreams, fears and trading decisions to a brand of politics.

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The US Mutual Funds Landscape 2016

The U.S. mutual funds industry comprises a large universe of funds covering securities markets around the world; reflect many diverse philosophies and approaches. How has the industry performed as a whole? How

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John Oliver’s Hillarious Take On Investing

Thanks in part to our evidence-based approach to investing, we don’t have to eat our words or advice very often. But recently, we discovered that we stand corrected on one point.

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You, the Capital Markets and Your Brexit Fears

One of our responsibilities as your financial adviser is to help you put market news in its proper perspective, especially when the media is reporting particularly steep, UK market declines like we’ve

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"You’ve Earned It, Don’t Lose It" Luncheon with Suze Orman

How often do you get the chance to dine with one of America’s most dynamic financial advocates? Rarely. Which is why we at Finley are thrilled to announce that renowned financial advocate Suze Orman

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