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      Financial Education & News Investment Advice Retirement Advice 7 min read
      Investing in Uncertain Times
      Douglas Finley Douglas Finley
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      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
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  • Investment Advice
    • Latest article in Investment Advice
      Financial Education & News Investment Advice Retirement Advice 7 min read
      Investing in Uncertain Times
      Douglas Finley Douglas Finley
      Recent articles
      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
        See all articles
  • Retirement Advice
    • Latest article in Retirement Advice
      Financial Education & News Investment Advice Retirement Advice 7 min read
      Investing in Uncertain Times
      Douglas Finley Douglas Finley
      Recent articles
      Has rising inflation got you down?
      Fed Takes Center Stage
      You Want the Size, Value, and Profitability Premiums … But How?
      Noise in the Estimates of Internally Developed Intangibles
      Fighter Planes and Market Turmoil
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Investment Advice 6 min read
3 Key Steps to Protect Your Assets (While You’re Alive)

Taking action to protect your assets and what's yours while you're still alive and in sane mind makes such good sense. There are many ways in which y...

Douglas Finley Douglas Finley
Financial Education & News Investment Advice 7 min read
What is the Total Cost of Ownership?

A question worth finding answers to is 'what is the total cost of ownership?' The costs you expect to pay are likely to be an important factor in maki...

Douglas Finley Douglas Finley
Financial Education & News 4 min read
Timing Markets Isn’t Everything

The lure of getting in at the right time or avoiding the next downturn may tempt even disciplined, long-term investors. The reality of successfully ti...

Douglas Finley Douglas Finley
Investment Advice 8 min read
Value Premium Investing - How Viable Is It Today?

It’s no secret that in U.S. markets, value stocks have been underperforming relative to growth stocks for around a decade. Has the Value Premium Lost...

Douglas Finley Douglas Finley
Investment Advice 5 min read
The Randomness of Global Equity Returns

Investment opportunities for over 15,000 publicly traded companies exist all around the globe. Fluctuations in performance from year to year add to th...

Douglas Finley Douglas Finley
Financial Education & News 3 min read
Good Advice For Your Personal Financial Planning

In today’s world of one-page financial plans, bargain-basement fund pricing and automated investing tools, you don't just need advice. You need good a...

Douglas Finley Douglas Finley
Financial Education & News 5 min read
What Are Liquid Investments?

What are Liquid Investments? When a holding is liquid, it simply means you can sell it anytime the market in which it trades is open for business, wit...

Douglas Finley Douglas Finley
Investment Advice 2 min read
The Uncommon Average

The US stock market has delivered an average annual return of around 10% since 1926. But short-term results may vary, and in any given period stock re...

Douglas Finley Douglas Finley
Retirement Advice 7 min read
6 Tax Planning Strategies to Optimize Your Retirement Wealth

You'll benefit from the tax planning strategies in this post, whether you are currently retired or are still counting down the years, months, or days...

Douglas Finley Douglas Finley
Financial Education & News 5 min read
Getting to the Point of a Point

A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 p...

Douglas Finley Douglas Finley
Retirement Advice 1 min read
Be Prepared For A Tax Policy Swing Back

For business owners, professionals, and families with sizable savings and income, tax rules are about as favorable as they’ve been in decades, but the...

Douglas Finley Douglas Finley
Investment Advice 4 min read
Is the Latest Investment Fad Just Deja Vu All Over Again?

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest inves...

Douglas Finley Douglas Finley
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