Finley Davis Private Wealth

01/30/2026

The business landscape is shifting fast. Economic change, emerging technology, and evolving markets are all colliding at once.

That’s the focus of The Next Generation of Business, an upcoming event we’re hosting in partnership with the University of Oregon Lundquist College of Business.

We’re honored to welcome Dana Peterson as our keynote speaker, bringing perspective on today’s economic environment and what it signals for businesses ahead. She’ll be joined by Vivek Patel, who will speak to how AI is already influencing business operations, and Bill Kennedy, who will share how these shifts are showing up in the markets.

JOIN US BY REGISTERING HERE: https://form.jotform.com/253556939507167

12/23/2025

Merry Christmas from all of us at Finley Davis Private Wealth.

As we head into the holiday season, we want to say thank you to our clients, partners, and community for another meaningful year. We’re grateful for the trust you place in us and for the relationships that continue to grow year after year.

Our office will be operating on limited hours over the holidays so our team can spend time with family.

If you need anything during this time, please don’t hesitate to reach out by text or email. We’ll continue to monitor messages and respond as quickly as possible.

Wishing you a joyful Christmas and a healthy, happy start to the New Year.

— The Finley Davis Private Wealth Team

12/03/2025

Each year, Finley Davis sponsors a family through Relief Nursery, and it has become one of our favorite holiday traditions. It gives our team and our clients a chance to brighten the holidays for a family in our own community.

If you would like to join us, you are welcome to choose an item from the family’s wish list. Even the smallest gift can help them feel supported and seen during a season that can be especially difficult.

Deadline for donations is Dec 9th. Thank you for being part of something that brings real joy to a family that could use a little extra this year.

12/02/2025

Last week, we had the honor of hosting our annual Pumpkin Pie Day at Finley Davis.

It was wonderful to see so many familiar faces and share our gratitude with the clients and partners who make our work so meaningful. This tradition reminds us that the relationships we build are at the heart of everything we do.

A special thank you to everyone who stopped by to say hello and pick up a pie for their Thanksgiving table. We’re grateful for your trust, your partnership, and the opportunity to be part of your financial journey.

08/28/2025

We are proud to share that Finley Davis Private Wealth has once again been named Best Financial Firm in Eugene/Springfield. Our second year in a row receiving this honor!

What makes this recognition especially meaningful is that it came from the people we serve and work alongside every day. Knowing our clients and partners took the time to vote means the world to us, and it’s a reminder of the relationships at the heart of our work.

At Finley Davis, we’re known for our innovation in our field and our dedication to solving the complex problems our clients face. This award is a reflection of that commitment and of the trust placed in us by the families and business owners who turn to us to help manage and preserve their wealth. We remain dedicated to providing the level of service we’ve been recognized for.

07/03/2025

Grateful today for the opportunities, the freedom to build, and the people who make it all meaningful.

At Finley Davis, we don’t take for granted the ability to dream big, serve our clients, and help families build lasting legacies. That freedom is a gift we celebrate it.

Happy Birthday, America. Wishing everyone a safe and joyful 4th of July filled with gratitude, connection, and a few fireworks.

06/06/2025

Strong earnings and renewed trade momentum helped push stocks higher in May, with the S&P 500 flipping back into positive territory for the year. Even a Fed pause and a credit downgrade couldn't stall the rally. The latest Market Insights explores the trends behind the gains and what could influence the second half of 2025.

Monthly Market Insights | June 2025 U.S. Markets Stocks notched solid gains in May as investors cheered progress on trade deals and upbeat first-quarter corporate reports. The Standard & Poor’s 500 Index gained 6.15 percent, while the Nasdaq Composite picked up 9.56 percent. The Dow Jones Industri...

05/07/2025

Despite solid corporate numbers and unexpected trade reports, buyers remained cautious thanks to April's mercurial markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Monthly Market Insights | May 2025 U.S. Markets Stocks were mixed as buyers emerged late in the month, thanks to solid corporate reports and unexpected trade news. The Standard & Poor’s 500 Index declined 0.76 percent while the tech-heavy Nasdaq Composite rose 1.26 percent. The Dow Jones Industria...

04/15/2025

You’ve built real wealth. But how protected is it… really?

As success grows, so do invisible risks—tax drag, legal exposure, and legacy disruption. Traditional tools like trusts and diversification may not be enough anymore.

That’s why more wealthy families are quietly turning to Private Placement Life Insurance (PPLI).

This strategy isn’t just about life insurance—it’s about turning your portfolio into a potentially powerful shield for long-term growth, privacy, and asset protection.

READ MORE....https://finleydavis.com/articles/private-placement-life-insurance/

04/04/2025

From evolving trade policy to further Artificial Intelligence news, Q1 wrapped up an interesting year for markets. Our April Quarterly Market Insights breaks down what moved markets and what investors are watching in 2025.

Quarterly Market Insights | April 2025 U.S. Markets Stocks fell in the first quarter as investors contended with economic uncertainty, inflationary concerns, and evolving tariff talks. The Standard & Poor’s 500 Index slid 4.59 percent, while the tech-heavy Nasdaq Composite dropped 10.42 percent. T...

04/01/2025

You might be missing something big.

When’s the last time you had a meaningful conversation about saving money on taxes? Not filing. Not reacting. But truly strategizing—ahead of time.

For many high-net-worth families and business owners, taxes are the single biggest expense. And yet, most are still missing out on powerful planning tools.

This isn’t about finding loopholes—it’s about using the tax code as it was designed to protect and preserve what you’ve worked hard to build.

READ MORE: https://finleydavis.com/articles/advanced-tax-planning-hnw-business-owners/