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Blog Posts
- Financial Goals: Your Tickets To Ride
- Looking for the Next Nvidia May Shrink Your Return
- What’s Baked into Your Credit Exposure?
- Top 500 Stocks, Give or Take $2.1 Trillion
- Japan in the News, But It’s Nothing New
- Curve Your Enthusiasm with Fed Activity
- Bringing Order to Your Investment Universe Part 2: Transitions and Taxes
- Bringing Order to Your Investment Universe Part 1: The Beauty of Being Organized
- Protecting Women’s Wealth
- What I See When I Watch Basketball
- Encouraging Data from Value’s Past and Present
- Cost of Capital: A Gut Check on High-Flying Stock Returns
- David Booth on Pursuing a Better Investment Experience
- Common Investing Mistakes (Part 3)
- Common Investing Mistakes (Part 2)
- Common Investing Mistakes (Part 1)
- The Next BlackBerry?
- The Power of the Market, the Ultimate AI
- The Cost of Trying to Time the Market
- Exciting Returns May Not Be Expected Returns
- Trying to Predict Interest Rates? Good Luck.
- Uncertainty Is Underrated
- Active ETFs vs Mutual Funds: Similarities and Differences
- Market Behavior and the Weather
- When Should You Take Your Social Security?
- What 2023 Teaches Us About Expectations vs. Reality
- Pursuing ETF Share Classes: The Right Thing to Do for Investors
- A Slice of Dividend Accounting
- Going Global for Value
- Perspective on Premiums
- Chutes and Bond Ladders
- Which Country Will Outperform? Here’s Why It Shouldn’t Matter.
- Magnificent 7 Outperformance May Not Continue
- Country Debt and Stock Returns
- Does Your Bond Portfolio Need a Passport?
- Concern over Market Valuations
- What Happens When You Fail at Market Timing
- TIPS Can Help Investors When Inflation Spikes
- Understand the Lifetime Income Projections Coming to Your 401(k) Statement
- Is Your Portfolio Underperforming … Compared to What?
- Why a Stock Peak Isn’t a Cliff
- When It’s Value vs. Growth, History Is on Value’s Side
- S&P Dow Jones Indices: U.S. Mid-Year 2023
- Investing Is a Science, an Art, and a Practice
- Why the Growth of ETFs Does Not Spell the End of Price Efficiency
- Financial Quick Takes: The Wisdom of Crowds vs. Popular Delusions In
- You Know More about Investing than You Think You Do
- Financial Quick Takes: Making Mistakes
- Do Downturns Lead to Down Years?
- Sizing Up the Bond Market
- Stock Gains Can Add Up after Big Declines
- Help Your Child Become a Millionaire (Tax-Free, Too!)
- Here’s How to Shock-Proof Your Retirement Plan
- What are Active ETFs?
- Traditional IRA or a Roth IRA: Which Should You Choose?
- Practicing Healthy Habits, Pursuing Wealthy Outcomes
- Part 3: A Balanced Look at Stock Buybacks
- Why Social Security Timing Isn’t About Maximizing Lifetime Benefits
- Part 2: A Balanced Look at Stock Buybacks
- Let the Compounding Commence!
- Part 1: A Balanced Look at Stock Buybacks
- Part 2: What’s Wrong with Depending on Dividend Stocks?
- Part 1: What’s Wrong with Depending on Dividend Stocks?
- The Stock Market vs. Stocks in the Market
- Your Employee Stock Purchase Plan (ESPP) – What You Need to Know
- How Targeting Size, Value, and Profitability Can Improve Retirement Outcomes
- What Do Points Mean In The Stock Market
- 10 Obstacles to Investing—and How to Overcome Them
- Use a 529 Plan to Save for College (and Save Thousands of Dollars)
- Value’s Rebound Rewarded Investors Who Stayed in Their Seats
- What Happens to Your 401(k) When You Quit Your Job?
- Single-Stock ETFs: The Worst of Both Worlds?
- 5 Simple Steps to Invest for Your Retirement
- Active Management Hasn’t Shined in Volatile Markets
- 3 Tips to Save More Money and Reduce Your Money Stress
- Hoop Dreaming Is Fun in March. Investing Realities Apply across a Lifetime.
- What Are Liquid Alternatives?
- How to Invest Better—and Live Better
- Quick Budget Hack: Easily Figure Out Your Average Expenses
- When Headlines Worry You, Bank on Investment Principles
- 401(k) Loan vs. Personal Loan – Which Should You Choose?
- Trust the Financial Advisor Who Trusts the Market
- What’s Your True Net Worth?
- Avoiding Financial Scams and Identity Theft Slams U.S. Quick-Reference
- Time the Market at Your Peril
- Which Country Will Outperform in 2023? Here’s Why It Shouldn’t Matter.
- Two Steps Forward, One Step Back for Investors
- Don’t Buy High: Valentine’s Roses and Investing Lessons
- People Have Memories. Markets Don’t.
- This Has Been a Test: Developing a Financial Plan You Can Stick With
- Avoid These Investing Mistakes to Reach Your Retirement Goals (Part 3)
- Avoid These Investing Mistakes to Reach Your Retirement Goals (Part 2)
- Avoid These Investing Mistakes to Reach Your Retirement Goals (Part 1)
- What is Portfolio Construction?
- How Much Money Makes You Wealthy, Wealthier, or Wealthiest?
- What is Estate Planning and Why is It Important?
- Back to the Investment Basics (Part 5)
- Back to the Investment Basics (Part 4)
- Back to the Investment Basics (Part 3)
- Back to the Investment Basics (Part 2)
- Back to the Investment Basics (Part 1)
- Pursuing a Better Investment Experience (Part 5)
- Pursuing a Better Investment Experience (Part 4)
- Pursuing a Better Investment Experience (Part 3)
- Pursuing a Better Investment Experience (Part 2)
- Pursuing a Better Investment Experience (Part 1)
- Rising Rates: Short-Term Pain for Long-Term Gain?
- The Stock Market Can Be Less Risky Than Cash
- Want to be a Better Investor?
- What is Sudden Wealth Syndrome?
- Market Timing Traps and Temptations
- The ABCs of Behavioral Biases - Conclusion
- The ABCs of Behavioral Biases (S–Z)
- The ABCs of Behavioral Biases (O–R)
- The ABCs of Behavioral Biases (H–O)
- ABCs of Behavioral Biases (A–F)
- ABCs of Behavioral Biases – Series Intro
- Ideal Investment Portfolio Management: Principle 10 in Evidence-Based Investing
- Six Hacks for Maintaining Investment Discipline: Principle 9 in Evidence-Based Investing
- Emotional Investing Is Risky Investing: Principle 8 in Evidence-Based Investing
- Why Stick with a Globally Diversified Portfolio? Principle 7 in Evidence-Based Investing
- Diversify Your Investment Universe: Principle 6 in Evidence-Based Investing
- What Really Drives Higher Expected Returns? Principle 5 in Evidence-Based Investing
- Understanding How Markets Work for You: Principle 4 in Evidence-Based Investing
- Resist Chasing Past Performance: Principle 3 in Evidence-Based Investing
- Trying To Outguess the Market Has No Role: Principle 2 in Evidence-Based Investing
- Embrace Market Pricing: Principle 1 in Evidence Based Investing
- Investing in Uncertain Times
- Has rising inflation got you down?
- Fed Takes Center Stage
- Ukraine
- Navigating Geopolitical Events
- The Small Caps That May Be Holding Back Your Portfolio’s Returns
- The Bumpy Road to the Market’s Long-Term Average
- You Want the Size, Value, and Profitability Premiums … But How?
- Fighter Planes and Market Turmoil
- Market Review 2021: A Recovery Amid Challenges
- A New Year Conversation
- Evidence-Based Investing in Brief
- Why a Stock Peak Isn’t a Cliff
- Myth-Busting with Momentum: How to Pursue the Premium
- When It Comes to SMAs, How Do You Measure the Impact of Personalization?
- Reading Fed Tea Leaves? Watch Market Prices Instead
- The Ever Changing World Goes On
- All-Time-High Anxiety
- Will Inflation Hurt Stock Returns? Not Necessarily.
- Tuning Out the Noise
- Which Country Will Outperform? Here’s Why It Shouldn’t Matter.
- Tax-Wise Investment Techniques
- When Everything Screams Inflation
- Tax Planning in Turbulent Times
- Swing in Small Value Stocks Shows Benefits of Staying the Course
- Is Inflation Haunting Your Financial Dreams? (Part 2)
- Is Inflation Haunting Your Financial Dreams? (Part 1)
- Don’t Let A Market Timer Gamble with Your Life Savings
- Why Investors Might Think Twice About Chasing the Biggest Stocks
- Tax Planning In Retirement
- What Is Fiduciary Investment Advice, and Why Does It Matter (Now More Than Ever)?
- The More Things Change
- SPACS, NFTs, and Flourishing in the Economic Jungle
- Investors Should Think Twice Before Chasing the Biggest Stocks
- How Has Market Behavior Evolved For Emerging Markets Investing?
- When It’s Value Stocks vs. Growth Stocks, History Is on Value’s Side
- Professor Kenneth French explains some basic principles of building an investment portfolio.
- Top Heavy Market? Giant Firms on Top Is Nothing New
- Under the Macroscope: When Stocks and the Economy Diverge
- Strategic vs. Tactical Asset Allocation: Does It Matter?
- Choosing Between a Fee-Only or Fee-Based Advisor
- Three Upside-Down Investment Insights
- Earning Dividends Is Not The Only Way To Grow Income
- Cost of Investment Decisions And Why They Matter
- Why Hire an Independent Advisor To Further Your Financial Interests?
- Playing the Prediction Game - Hindsight Is 20/20. Foresight Isn’t.
- Why "Safe Harbors" Can Be Risky Business And How You Can Mitigate
- What Happens When You Fail at Market Timing
- Lessons for Long-Term Investors - Tale of Two Decades
- What is the Purpose of Indexes and Index Funds? (Part IV)
- Financial Planning for Women: The Best Tips for Success
- Market Index Mechanics – Interesting Idiosyncrasies (Part III)
- Index Points and What they Mean (Part II)
- A Financial Index Overview: Part I - Indexes Defined
- A simple equation that effects your investments.
- How to React to Recent Market Volatility
- 3 Key Steps to Protect Your Assets (While You’re Alive)
- What is the Total Cost of Ownership?
- Timing Markets Isn’t Everything
- Value Premium Investing - How Viable Is It Today?
- The Randomness of Global Equity Returns
- Good Advice For Your Personal Financial Planning
- What Are Liquid Investments?
- The Uncommon Average
- 6 Tax Planning Strategies to Optimize Your Retirement Wealth
- Earning The Equity Risk Premium
- Five Financial Adages for Thriving in Volatile Markets
- Understanding How Investments are Taxed Differently
- Understanding How Fee Only Advisors Work [Infographic]
- Alternative Reality
- 10 Steps to Easing Financial Anxiety During Major Life Changes
- The Tao of Wealth Management
- What You Pay, What You Get: Connecting Price and Expected Returns
- The Impact of Inflation
- Models, Uncertainty, and the Importance of Trust
- What Is Correlation (and Why Would You Care)?
- Tuning Out the Noise
- A Focus on Fixed Income
- What's Social Security Got for You?
- Doing Well and Doing Good?
- Evidence-Based Investing vs. Indexing
- Sailing with the Tides
- 10 Things To Do When Markets Get Scary
- Timing is Critical for Boomers Preparing to Claim Social Security
- Our Jekyll-Hyde Relationship with Investment Risk
- Cost Control: An Investor’s Greatest Investment
- The Vital Role of Rebalancing
- Market Timing: The Built-in Hurdle
- Home Bias and Global Diversification
- Cryptocurrency: What’s It All About?
- The ABC’s of Behavioral Biases (F–H)
- Key Questions for the Long-Term Investor
- Three Key Investment Strategies Hidden in Plain Sight: Part 3
- Three Key Investment Strategies Hidden in Plain Sight: Part 2
- Three Key Investment Strategies Hidden in Plain Sight: Part 1
- Quit Monkeying Around!
- More Evidence on Evidence-Based Investing: An Historical Overview of Capital Market Theory
- Evidence-Based Investing: The Evidence on the Evidence
- Smart Shopping Pays When It Comes To Your Investments
- When Diversification Isn’t a Free Lunch
- Misperceptions About Market Correction: Are You Prepared?
- Diversifying a Portfolio with Real Estate
- Avoiding Financial Scams and Identity Theft Fraud
- The Uncertainty Paradox and Planning
- Portfolio Management: A Rebalancing Act
- Designing a Retirement Income that Works for You
- If You Own 100 U.S. Companies Is Your Portfolio Properly Diversified?
- The Evolution of Financial Research
- Divorce and Social Security Benefits
- What is the Purpose of Indexes and Index Funds? (Part IV)
- What is the Purpose of Indexes and Index Funds? (Part III)
- What is the Purpose of Indexes and Index Funds? (Part II)
- What is the Purpose of Indexes and Index Funds?
- Make the Most of Spousal and Survivor Benefits from Social Security
- How to Save Taxes in Retirement
- Mean Reversion in Expected Stock Returns a.k.a. Market Timing
- Investment Shock Absorbers
- Taxes Never Retire, but Benefits Escape
- The Truth About the Earnings Test
- Portfolio Diversity Creates the Most Beautiful Music
- Smart Social Security Strategies for Married Couples
- Did Your Market Timing Broker Disappoint You?
- The Power of Markets
- Structured CDs: Buyer Beware!
- Parenting Your Wealth in Uncertain Markets
- Reflections on Real Estate Investing
- Start a New Tradition: Family Wealth Planning Conversations
- What To Do in Lieu of Chasing Yield
- Is It You Versus The Federal Reserve?
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About Us
At South Florida's Finley Wealth Advisors, we prioritize trust and transparency in managing your wealth. As Independent Fee-Only Fiduciaries, our advice aligns solely with your interests.
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© 2023 Finley Wealth Management, LLC - Finley Wealth Advisors (CRD # 142776 - SEC)
Financial Disclaimer: Finley Wealth Management, LLC is a Registered Investment Advisor with the State of Florida. All expressions of opinion are subject to change. All the information is intended for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services. Past performance is not a guarantee of future results. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. Diversification does not eliminate the risk of market loss. There is no guarantee investing strategies will be successful. International investing involves special risks such as currency fluctuation and political instability. Investing in emerging markets may accentuate these risks.