Defined by a patient, disciplined process
Guided by a commitment to integrity
Committed to a fiduciary standard of care
Well Equipped to Address the Challenges of Today's Dynamic Global Economy
Fineberg Wealth Management is independently owned, beholden only to client outcomes. This is structurally essential, ensuring the retention of impartiality while conducting research and selecting opportunities for clients.
Registered Investment Advisors (RIAs) are held to a Fiduciary Standard. A Fiduciary must act solely in the best interest of the client. Not only is this the law, but more importantly, the right way to ethically conduct business.
Those who have fulfilled the certification requirements of the CERTIFIED FINANCIAL PLANNER™ Board may display the CFP® certification marks which represent a high level of experience, education, and ethics.
Fineberg Wealth Management is an advisory practice offering discretionary asset selection and management services. Primarily servicing clients in Michigan, we assist in navigating a complex & connected world of investment opportunities with a primary focus on preservation of capital and generational wealth transfer.
Today I want to discuss correlation within the context of portfolio construction. If you live in a climate where the weather is unpredictable, you will want a furnace as well as an air conditioner. You will need a wardrobe that […]
Using charitable contributions is generally only valuable from a taxation standpoint if you itemize deductions on your tax return. If you take the standard deduction, you generally cannot deduct charitable contributions. Even still, this is not the main reason to […]
What are stock buybacks? A stock buyback or a share repurchase decision occurs when a company buys its own stock from the open market. By doing this, the company reduces the number of shares available to the public. This is […]
In it’s simplest conceptual form, stock dilution is basically a company adding more water to a pot of soup, but not adding more ingredients. The company issues new shares of stock in order to raise capital. You own 100 shares […]
