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.

Contact me with questions, please.
09/08/2026

Contact me with questions, please.

Rising government bond yields are throwing a wrench into investors' portfolios.

Cultivating financial wellness through mindful planning boosts mental health. Stay vigilant against scams; distrust is e...
09/04/2026

Cultivating financial wellness through mindful planning boosts mental health. Stay vigilant against scams; distrust is exhausting. Prioritize guarding against fraud to ensure peace of mind in our interconnected digital world.

There is something depressing about being scammed. Every unknown number, every marketplace purchase, every text with a link now arrives with suspicion.

Rising global bond rates can impact financial planning by affecting returns.
09/03/2026

Rising global bond rates can impact financial planning by affecting returns.

If you own bonds, they may be in a broad fund that hasn’t lost much money. And that fund may do much better in the next several years. Here are some questions worth asking.

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.

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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.

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

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