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Unique portfolio solutions built for resilience

Well equipped to confront the challenges of today's dynamic global economy

Chart a Course to Financial Security

Fineberg Wealth Management is an independent, registered investment advisory practice offering investment management and financial planning services to individuals and families across Michigan. We help our clients make sense of the complex and globally connected world of finance. If you would like to learn how we can help you optimize your unique financial situation, we invite you to contact our office and schedule a complimentary initial consultation.Contact Our Office

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Latest Articles

The Power of Starting Young

It is always exciting to see people in their twenties beginning to save for retirement. They are making life so much easier on themselves by harnessing the power of compound interest. The following chart assumes a theoretical 6.5% annual investment return, […]

What is a Financial Hedge?

A hedge is an investment position intended to offset potential losses/gains that may be incurred as a result of a particular risk or vulnerability. In simple language, a hedge is used to reduce any substantial losses/gains suffered by an investor or institution. […]

Rising Interest Rates & Your Bond Portfolio

Bond prices and interest rates have what is called an inverse relationship. This means that when one goes up the other goes down. To understand why this is the case, let’s look at an example. Suppose you purchased a treasury […]