As the madness of Washington rolls on the S&P 500 attempts to climb the proverbial wall of worry to resume its nearly 10-year run! … [Read More...]
Discover A Better Way
At Finley Wealth Management, a promise of objective advice is more than just words, as Fee-Only Certified Financial Planners, we have no products to sell, commissions to attain, or quotas to meet. We ALWAYS act in a fiduciary capacity when advising our clients, and this is much more unique than you might imagine.
The vast majority of employees of banks, brokerage firms, and insurance companies charge a management fee part of the time and are commissioned salespeople at other times. These brokers call themselves fee-based, attempting to confuse you into thinking they are fee-only. The company, in turn, passes their expenses on to you in the form of hidden costs.
To put it another way; we value your outcome over our income. Traditional Financial Advisors or Brokers most often sell products that are the driving motivation for the "advice" they give. When you work with us you can rest assured knowing that you will receive only objective advice.
As Fee-Only Certified Financial Advisors held to a Fiduciary Standard, we are required by law to act with undivided loyalty in all circumstances, to our clients. This includes disclosure of how we are compensated and any conflicts of interest.
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We know that the management of your wealth can be overwhelming. Let us simplify the complexities of your financial life. Leaving you more of your most valuable asset; time. After all life is not a dress rehearsal. It’s about happiness, both for you and your loved ones. If you're ready let's starts a conversation.
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Principles Guide Our Investment Management Process
The conventional approach to investing is anchored in the basic belief that active managers can effectively outperform the market. However, the evidence clearly shows that active management is inefficient, costly, and counter-productive. It is very difficult if not impossible to consistently beat the market over time. There is an abundance of logical, mathematical, and empirical evidence to support this fact.
The index fund approach to investing will bring your performance closer to the market return. More precisely the market return minus expenses and the negative effects of predictable rebalancing. Cottage industries exist to take advantage of index fund rebalancing by buying the stocks before the index fund and driving the price higher.
We believe that there is a better way and it's called Evidence-Based Investing.
What Are Evidence-Based Principles?