The Next Era of Investing: Positioning for Opportunity in a Changing Economy
The world is changing fast. Technology, demographics, and inflation trends may reshape markets. See how Finley Davis helps clients adapt and seek opportunity.
August Market Update: Watch the CIO Briefing
The latest RiskBridge CIO Chartbook is now available, along with a concise video briefing from CIO Bill Kennedy. He shares timely insights on the slowing economy, potential Fed rate cuts, global inflation trends, and where RiskBridge sees opportunities taking shape.
Watch the full video and download the chartbook to stay informed on what’s moving the markets.
Beyond Investment Returns: The Value of Compound Planning
Compound planning goes beyond investment returns. By aligning tax, estate, and protection strategies, high-net-worth families may unlock greater financial momentum. Learn how the Finley Davis Rate of Return captures the true value of integrated planning.
Financial Conditions Tightening in Volatile Markets: What Business Owners Should Know
As financial conditions tighten in today’s volatile markets, many business owners are facing unexpected obstacles, from stricter lending standards to tariff-related disruptions. Learn how these shifts may impact your next move and why proactive business planning matters now more than ever.
Business Edge: May 2025
Slower job growth, a stabilizing yield curve, and shifting investor sentiment are all pointing to changes beneath the surface. This month’s Business Edge Report breaks down what these signals could mean for your business strategy.
When the Market Drops, Opportunity Rises: Strategic Moves Business Owners Can Make
Explore strategic moves business owners can make during a market downturn, from liquidity planning to restructuring and wealth-building opportunities.
Beyond Shelters: Why Strategic Structures Preserve Wealth
Shelters Can Collapse. Structures Create Stability. You’ve done the work. You’ve built something real—success, security, a life filled with intention. But the higher you build, the more pressure there is to protect it. And that’s where many people get it wrong. They look for shelters—temporary shields, reactive moves, quick fixes at tax time. But shelters […]
LLCs for Life, Not Just Business: A Smarter Way to Safeguard Personal Assets
Owning property or investments in your personal name could expose your wealth to legal risk. That’s why more high-net-worth individuals are turning to LLCs—not for business, but for personal asset protection. Learn how this overlooked strategy could help shield your wealth and support smarter estate planning.
More Than Insurance: How an Irrevocable Trust Can Shield Your Wealth
Shield your success. An irrevocable trust can offer powerful protection from lawsuits, creditors, and unexpected risks—going beyond what insurance alone can do.
Smart Tax Strategies for Investors: Tax Loss Harvesting & Other Techniques
Think you’re paying too much in taxes? You might be.
Discover advanced strategies to help reduce your tax burden, protect your wealth, and position your assets for long-term success.