This Bond Market Indicator Suggests Inflation Could Be Coming. Here’s How to Protect Your Investments
In The Media
Finley says that for his clients at or near retirement, inflation is one of the largest risks — ev...
2020 First Half Review and Outlook
Quarterly Reviews
In a sign that the stock market is forward looking, the S&P 500 Index returned 20.54% in the sec...
Stocks Offer the Potential for Appreciation and a Good Source of Growth in Income for Long-Term Investors
Recommended Reading
Historically common stocks have provided excellent growth in income. Most investors understand tha...
David A. Valenti Joins Virtue Asset Management as Fee-Only Financial Advisor
In The Media
David A. Valenti, an attorney and certified financial planner with 37 years of wealth management exp...
2020 First Quarter Review and Outlook
Quarterly Reviews
During the first quarter of 2020, the S&P 500 tumbled 35% from an all-time high. The February dr...
Market Update
Quarterly Reviews
In our year end letter, we cautioned that clients should be emotionally prepared for a decline of cl...
Plenty to celebrate for Barrington-area chamber at annual dinner
In The Media
Other recognitions went to the Barrington Area Community Foundation, Moretti’s Ristorante & Pi...
2019 Review and 2020 Outlook
Quarterly Reviews
Most major asset classes generated excellent returns in the fourth quarter. In 2019, the S&P 500...
2019 Third Quarter Review and Outlook
Quarterly Reviews
The third quarter saw increased volatility with the bond market providing great returns then the sto...
2019 First Half Review and Outlook
Quarterly Reviews
The S&P 500 index overcame increased Chinese tariffs, threats of Mexican tariffs and a slowing e...
2019 First Quarter Review and Outlook
Quarterly Reviews
The first quarter of 2019 has started out well with the equity markets rebounding from their 2018 lo...
2018 Investment Review and 2019 Outlook
Quarterly Reviews
In 2018, the bull market’s nine-year stretch ended. The S&P 500 Index finished 2018 down 4.38%...
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