Douglas Finley, MS, CFP, AEP, CDFA founded Finley Wealth Advisors in February of 2006, as a Fiduciary Fee-Only Registered Investment Advisor, with the goal of creating a firm that eliminated the conflicts of interest inherent in the financial planner – advisor/client relationship. The firm specializes in wealth management for the middle-class millionaire.
6 Tax Planning Strategies to Optimize Your Retirement Wealth
Smart Social Security Strategies for Married Couples
Confusing Economic Signs
What We Talk About When We Talk About Volatility: Magnitude vs Percentage
What Does It Take to Take on Risk?
Here’s Why You Should Invest in All the Sectors, Not Just One
Value Can Pop Without a Growth Drop
Rate Sensitivity ≠ Price Predictability
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