Investment Advice Archives - Page 2 of 7 - My Wealth Advisor

Category Archives for Investment Advice

What Is Correlation (and Why Would You Care)?

Here at Finley Wealth Management, we try to keep the financial jargon to a minimum. But even where we may succeed, you’re likely to encounter references elsewhere that can turn valuable information into

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Tuning Out the Noise

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as impactful to your financial well-being can evoke

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A Focus on Fixed Income

It’s been approximately a decade since the Great Recession began. By year-end 2008, the U.S. Federal Reserve (the Fed) had lowered the target federal funds rate to near-zero and embarked on an aggressive

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Doing Well and Doing Good?

Growing interest in the impact of fossil fuels on the global climate may spark questions about whether individuals can integrate their values around sustainability with their investment goals and, if so,

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Evidence-Based Investing vs. Indexing

Making a Good Thing Even Better As the public grows increasingly familiar with “passive” or “index” investing, it’s becoming easier for individual investors to gain cost-effective exposure to

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Sailing with the Tides

  Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if

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10 Things To Do When Markets Get Scary

“This is a test; this is only a test. Had this been an actual emergency …”   The truth is, the markets are doing just what markets do from time to time, they correct themselves. In fact, overall

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Mind Over Model

In investing, factor models have been a frequent topic of discussion. Often marketed as smart beta strategies, these products are based on underlying models with limitations that many investors may not

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Charitable Giving Under New Tax Laws – Understanding the Donor-Advised Fund (DAF)

No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to

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The Evidence on the Evidence of Investing: How Do You Know What (and Whom) to Heed?

There’s a reason we refer to our strategy for building durable, long-term wealth as evidence-based investing. There are a number of other terms we could use instead: Structured (getting warm), low-cost

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