How Alternative Investments Can Strengthen Your Portfolio

For decades, high-net-worth investors have relied on a core portfolio of stocks, bonds, and cash to build and preserve wealth. These traditional investments remain essential, but as market conditions evolve, many investors are seeking ways to enhance diversification, reduce volatility, and unlock new growth opportunities.
Unlock Modern Asset Protection

Traditional irrevocable trusts offered asset protection but often came with limitations—such as loss of control and restricted access to funds. Modern self-settled trusts overcome these barriers, offering physicians both protection and financial flexibility.
Election Impact Report: Identify Investment Opportunities

The goal is not to predict political outcomes but to identify growth opportunities across sectors.
Revocable Trust or Irrevocable Trust?

Prevent your family from being subjected to the probate process by choosing to set up a revocable trust or an irrevocable trust.
Market Minute – May 2024

In the fourth quarter of 2023 and the first quarter of 2024, the equity markets experienced one of the strongest six-month rallies in recent history.
Case Study: The Cost of Inaction

A brief but in-depth look at how planning for the 2026 Federal Estate Tax Exemption Sunset can significantly help minimize tax liability.
Managing WinCo Benefits For a Better Retirement

We help clients take advantage of their WinCo benefits by transitioning their ESOP and 401k accounts for retirement.
PeaceHealth benefits

Preparing for retirement is no simple undertaking. At Finley Davis, we are here to help ensure your retirement planning is on target, by helping you manage all of your PeaceHealth benefits.
Mission: Maximize Legacy

Families with significant wealth face unique challenges in ensuring their legacy is preserved and passed down to future generations. With the complexities of business ownership, international holdings, and diverse real estate portfolios, minimizing estate taxes while mitigating risk is crucial.