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Cost Control: An Investors Greatest Investment

Details: Managing Investment Costs. So what are some of the steps we recommend for wisely managing your investment costs? Pay attention to the disclosed costs. An essential first step is to take the time to know what your funds’ published costs are, and whether …

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Cost of Investment Decisions And Why They Matter

Details: More investment decisions: Trading costs matter, but their dollar amount pales in comparison to the less obvious cost of holding a security that is inappropriate for your greater investment plans. In general, when considering obvious costs, we suggest first establishing a personalized investment …

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Finley Wealth Advisors A Fee-Only Fiduciary And

Details: Finley Wealth Advisors is a Fee-Only Fiduciary with a Tax-Aware Evidence-Based Approach to Wealth Management. Our business model has been purposefully designed for those with $1 to $10 million of wealth, as big fish in our right-sized pond. We limit new client relationships to those with greater than $1 million in investment …

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What Are Liquid Investments, And How Should You Plan For Them

Details: · A non-traded Real Estate Investment Trust (REIT) may be at least as challenging to unload whenever you please. Typically, the non-traded REIT’s board – not you – will decide when and how trading is permitted. · A publicly traded REIT mutual fund or ETF is usually as liquid as …

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Understanding How Investments are Taxed Differently

Details: Investment decisions need to be made free of emotion, based on the current market, and with your financial goals in mind. This is the best way to approach your portfolio. Focusing on Account Investment Strategies. We previously discussed the three types of accounts, taxable, tax deferred, and tax-exempt accounts. Each of these accounts will

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Evidence-Based Investing: Smarter Wealth Management

Details: Among your most important financial friends is diversification. This single action can dampen your exposure to a number of investment risks. While they may seem almost magical, the benefits of diversification have been well-documented and widely explained by nearly 70 years of academic inquiry. Its powers are both evidence-based and robust.

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Is the Latest Investment Fad Just Deja Vu All Over Again

Details: The latest investment fad and fashionable approaches will come and go, but investors should remember that a long-term, disciplined investment approach based on robust research and implementation may be the most reliable path to success in the global capital markets.

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Smart Shopping Pays When It Comes To Your Investments

Details: Mutual fund investment values will fluctuate and shares, when redeemed, may be worth more or less than original cost. The types of fees and expenses will vary based on investment vehicle. Investments are subject to risk including possible loss of principal. All expressions of opinion are subject to change.

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The Definitive Guide To Un-Biased Behavioral Investing

Details: This Guide To Behavioral Investing Helps To Identify And Overcome Your Own Investment Biases The same survival-driven instincts that are otherwise so helpful can turn deadly in investing. They overlap with one another, gang up on us, confuse us and contribute to multiple levels of damage done.

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Value Premium Investing

Details: If your investment portfolio were a house, your particular allocation to value stocks is an essential, load-bearing wall. It should not be abandoned lightly. The Investor’s Long Haul. Still, we understand. A decade is a long time to tolerate disappointing numbers, while awaiting an expected reward. For many of us, our children are about the

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Guide to Sustainable Investing Info Page

Details: Achieve your financial goals with meaningful investments. DOWNLOAD. Discover sustainable investing and help make the world a better place. Why return on your investment and desire to do good are entirely compatible. This guide offers objective insights and an evidence based approach. Meet your financial goals through your heartfelt values.

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6 Tax Planning Strategies to Optimize Your Retirement Wealth

Details: Which investment vehicles are right for you? While tax efficiency is an important component of your retirement income planning, remember to also factor in investment gains and expenses when making decisions about what types of investment vehicles to buy, or what types of assets to invest in.

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Key Investment Strategies Hidden in Plain Sight

Details: When making investment decisions, most people likewise assume that the most eye-catching ink matters the most: an alarming economic forecast, an exciting Initial Public Offering, hot trading tips. But there’s a catch. This evident assumption does not hold up under evidence-based scrutiny. In reality, you have little or no control over how the

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A simple equation that effects your investments.

Details: Investment Advice Stocks have been more volatile because the difference between perception and reality of financial economic conditions is growing wider. The S&P 500 — the key benchmark of America — is supposed to price shares after discounting everything — the Federal Reserve’s policies, politics, inflation, and population trends.

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Three Upside-Down Investment Insights

Details: Investment Insight #1: Market volatility is the norm, not the exception. How often have you thought something like this: “The markets seem so crazy right now. Maybe I should back away, or at least wait until things settle down before I make my next move.”. The problem is, the markets rarely “settle down.”.

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You, The Coronavirus Crisis and Your Investments

Details: You, The Coronavirus Crisis and Your Investments. The term “novel coronavirus” is so new, some people have apparently wondered whether it is related to Corona beer. (It is not; it’s named after its crown-shaped particles.) And yet, how quickly it has grabbed global headlines. As the viral news has spread, so too has financial uncertainty.

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Dimensional Fund Advisors

Details: Ken French is an expert on the behavior of security prices and investment strategies. He and coauthor Eugene Fama are well known for their research into the value effect and the three-factor model. Ken started working with Dimensional in the 1980s as a consultant and then as a …

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Diversify Your Investment Universe: Principle 6 in

Details: Diversify Your Investment Universe: Principle 6 in Evidence-Based Investing. Expanding your investment universe by holding securities across many market segments can help manage overall risk. In a word, we call this “diversification.”. But diversifying within your home market may not be enough. Global diversification helps you better manage

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Financial Advisory Services and Fees

Details: Wealth Management Advisory Service Our core offering is a Wealth Management Advisory service, which includes goals-based financial planning and investment management. It starts with a series of in-depth conversations and extensive data collection. With that information, we proceed to develop a financial plan for you and your family that identifies the specific investment criteria and […]

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A Different Way to Invest

Details: About the Author Doug Finley. Douglas Finley, MS, CFP, AEP, CDFA founded Finley Wealth Advisors in February of 2006, as a Fiduciary Fee-Only Registered Investment Advisor, with the goal of creating a firm that eliminated the conflicts of interest inherent in the financial planner – advisor/client relationship.

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Reflections on Real Estate Investing

Details: But, like any investment, potential rewards are accompanied by notable risks. Taxes. Real estate investing tends to be relatively tax-in efficient. Domestic and international tax codes vary and change, with different treatments required for different kinds of real estate investments.

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A Growing Imperative for U.S. Investors

Details: The global equity market is large and represents a world of investment opportunities, nearly half of which are outside of the US. While diversifying globally implies an investor’s portfolio is unlikely to be the best performing relative to any one domestic stock market, it also means it is unlikely to be the worst performing.

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Earning Dividends Is Not The Only Way To Grow Income

Details: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. There is no guarantee investment strategies will be successful. Investing involves risks, including possible loss of principal. Investors should talk to their financial advisor prior to making any investment decision.

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The Tao of Wealth Management

Details: About the Author Doug Finley. Douglas Finley, MS, CFP, AEP, CDFA founded Finley Wealth Advisors in February of 2006, as a Fiduciary Fee-Only Registered Investment Advisor, with the goal of creating a firm that eliminated the conflicts of interest inherent in the financial planner – advisor/client relationship.

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Models, Uncertainty, and the Importance of Trust

Details: When investment returns are poor, investors can blame it on the market, rather than on a bad call by the manager. Trust in the market can be implemented in a less rigid way than an index fund. Dimensional’s investment process relies on current market prices to identify differences in expected returns across securities.

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Mean Reversion in Expected Stock Returns a.k.a. Market

Details: Dimensional’s investment approach provides a consistent focus on the dimensions and adds value through advanced portfolio design, management, and implementation. Important Disclosures. Strategies presented herein are for illustrative purposes only and do not represent actual investments or strategies available during the periods represented.

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The Impact of Inflation

Details: The Impact of Inflation. Investment Advice. This erosion of the real purchasing power of wealth is called inflation. Inflation is an important element of investing. In many cases, the reason for saving today is to support future spending. Therefore, keeping pace with inflation is a crucial goal for many investors.

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Is Your Portfolio Properly Diversified

Details: The global equity market is large and represents a world of investment opportunities. As shown in Exhibit 1, nearly half of the investment opportunities in global equity markets lie outside the US. Non-US stocks, including developed and emerging markets, account for 48% of world market cap and represent more than 10,000 companies in over 40

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Finley Wealth Advisors – Financial Advisors in Estero Florida

Details: Finley Wealth Advisors in Estero is a Fee-Only Fiduciary with an Evidence-Based Approach to Wealth Management. At Finley, our primary focus is on the wealth management needs of the middle-class millionaire in Estero. As a fiduciary compensated directly by our clients with fully disclosed professional fees, honesty is the core of our relationship.

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A Focus On Fixed Income

Details: About the Author Doug Finley. Douglas Finley, MS, CFP, AEP, CDFA founded Finley Wealth Advisors in February of 2006, as a Fiduciary Fee-Only Registered Investment Advisor, with the goal of creating a firm that eliminated the conflicts of interest inherent in the financial planner – advisor/client relationship.

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How Has Market Behavior Evolved For Emerging Markets

Details: Senior Investment Director and Vice President, Dimensional Fund Advisors. Ethan Wren Senior Portfolio Manager and Vice President, Dimensional Fund Advisors. Disclaimer. The information in this document is provided in good faith without any warranty and is intended for …

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Finding Your Fiduciary Financial Advisor

Details: A Detailed Investment Plan: Does your advisor incorporate a written Investment Policy Statement or similar plan to document your personal financial goals and explicit strategies for achieving them? Evidence-based Investing: Is your portfolio structured according to decades of robust evidence indicating how to capture long-term market growth in

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Finley Wealth Management – Financial Advisors in Bonita

Details: Mr. Finley founded Finley Wealth Advisors in February of 2006, as a Fiduciary Fee-Only Registered Investment Advisor, with the goal of creating a firm that eliminated the conflicts of interest inherent in the financial planner – advisor/client relationship. The firm specializes in …

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Why Hire an Independent Advisor To Further Your Financial

Details: Registered Investment Advisor firms are regulated either by the U.S. Securities and Exchange Commission (SEC) or by their state, depending on firm size (as measured by assets under management). Other transactional-based businesses are regulated by other agencies.

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