Watch this video to learn more about how research plays an important role in understanding expected returns.
Setting a High Bar for Research
About the Author Douglas Finley, MS, CPWA, CFP, AEP, CDFA
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.
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