Finley Wealth Advisors in Cape Coral is a Fee-Only Fiduciary Wealth Management Firm, Purposefully Designed for the Middle-Class Millionaire, With $2 to $20 Million of Wealth, as Big Fish in Our Right-Sized Pond

Nobody wants to make investment mistakes. And yet, we’re human; mistakes happen. Here’s how to minimize the ones that matter the most, and make the most of the ones that remain.Bad Decisions vs. Bad OutcomesFirst, let’s define what we’re talking about:Investment mistakes happen when you make bad decisions,

When you go shopping for pants, do you buy one pair in every size available? Most people do not, presumably because only one size is the most appropriate fit.1 For many investors, bond portfolios should be similarly well-fitted. Bonds help manage risk, and risks are often specific to

When you go shopping for pants, do you buy one pair in every size available? Most people do not, presumably because only one size is the most appropriate fit.1For many investors, bond portfolios should be similarly well-fitted. Bonds help manage risk, and risks are often specific to the

In 1716, Christopher Bullock wrote, “Tis impossible to be sure of any thing but death and taxes.” Two centuries later, researchers keep trying to disprove the first, while Washington DC seems intent on proving the second. However, through the law of unintended consequences, Congress made it possible for

In 1716, Christopher Bullock wrote, “Tis impossible to be sure of any thing but death and taxes.” Two centuries later, researchers keep trying to disprove the first, while Washington DC seems intent on proving the second.However, through the law of unintended consequences, Congress made it possible for you

Dad was several years older than Mom, and toward the end of their lives, in poorer health than hers. I tried asking Mom if they had plans in place to take care of her when dad passed away.For obvious emotional reasons, she refused to even think about it.