Medley Advisory LLC

Medley Advisory LLC Gary Medley CFP provides Financial Planning, Portfolio Review and Investment Management services. Call me at 239-877-7140 for more information.

AI and investor psychology play significant roles in financial wellness. As professionals focus on financial planning, t...
09/01/2026

AI and investor psychology play significant roles in financial wellness. As professionals focus on financial planning, the enduring optimism in the AI stock market highlights growth potential, pointing to a long-term rally just getting started.

Veteran strategist Ed Yardeni is staying optimistic about the stock market—and he sees reasons its good run could continue for years.

Focus on financial wellness by staying informed about market trends. Regular financial planning and monitoring global ma...
08/31/2026

Focus on financial wellness by staying informed about market trends. Regular financial planning and monitoring global markets can inform decisions on stocks. Keep updating strategies to adapt to market changes as seen in Market Week updates.

n/a

Financial wellness is evolving with technology enhancing financial planning. In healthcare, AI aids in identifying rare ...
08/23/2026

Financial wellness is evolving with technology enhancing financial planning. In healthcare, AI aids in identifying rare diseases, showing promise in solving medical mysteries. Embracing innovation in both sectors paves the way for a more informed future.

Patients, doctors and nurses are turning to the technology for help identifying rare and undiagnosed diseases.

Do You Agree?Financial wellness merges with tech in today's planning, yet concerns like those about Flock cameras highli...
08/21/2026

Do You Agree?
Financial wellness merges with tech in today's planning, yet concerns like those about Flock cameras highlight the need for robust cyber security. Harness AI smartly for a secure and informed approach to financial planning without resistance to innovation.

Behind the protests over Flock cameras and data centers are fears about the dawn of a new tech era.

Exploring financial wellness means embracing technology like AI and innovative markets. With Wall Street's new asset cla...
08/18/2026

Exploring financial wellness means embracing technology like AI and innovative markets. With Wall Street's new asset class using chips as collateral, financial planning is entering a dynamic era where tech-driven strategies reshape the landscape.

Executives involved are hailing it as a new asset class, but critics have concerns about using chips as collateral.

Emphasizing financial wellness and longevity is key when planning for retirement. Beyond savings, prioritize how to live...
08/14/2026

Emphasizing financial wellness and longevity is key when planning for retirement. Beyond savings, prioritize how to live healthily and happily for the next 20-30 years. Ensure your approach to financial planning is evergreen, supporting wellness now and in aging.

Workers often focus solely on their retirement savings balance. But figuring out how you want to spend the rest of your life could be job No. 1.

As we pursue our fitness and health goals, financial planning should hold equal importance, working as an underpinning f...
08/14/2026

As we pursue our fitness and health goals, financial planning should hold equal importance, working as an underpinning for these efforts. Financial stability offers us the peace of mind to reach out, step away from screens, and interact with our environment in a more embodied, present way, whether it be through inviting neighbors for a casual get-together or volunteering for local initiatives.

The old idea of “the village” is fading fast—and one sign of it is how rarely Americans even talk to their neighbors anymore. Rebuilding it could start with something surprisingly simple like walking the dog or taking a hike.

Balancing financial wellness and planning is key as life expectancy rises. With aging impacting markets, evergreen strat...
08/11/2026

Balancing financial wellness and planning is key as life expectancy rises. With aging impacting markets, evergreen strategies are crucial for managing longevity risks and ensuring a smooth transition to retirement.

What’s changed about life expectancy—and why It matters

Financial wellness is key; however, prioritize smart financial planning. High net worth individuals often consider IRA c...
08/09/2026

Financial wellness is key; however, prioritize smart financial planning. High net worth individuals often consider IRA conversions, but think twice in situations where it may not be beneficial. Evaluate all options to ensure your strategy aligns with your goals.

Roth IRA conversions have become an almost automatic recommendation in many planning conversations, and for good reason. But consider these six scenarios before signing off.

Discuss financial wellness with aging parents, touching on essential aspects of financial planning and estate decisions....
08/08/2026

Discuss financial wellness with aging parents, touching on essential aspects of financial planning and estate decisions. Open dialogue can enhance both family wellness and future stability, ensuring everyone is prepared for potential transitions in care and housing.

Most families avoid detailed conversations about aging, housing and care, even though they’re crucial

Address

27499 Riverview Center Boulevard, Ste 133
Bonita Springs, FL
34134

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12394445644

Website

Alerts

Be the first to know and let us send you an email when Medley Advisory LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Medley Advisory LLC:

Shortcuts

Share