Doyle Wealth Management is proud to welcome Josh Graben to the team as Tax Senior. In this role, Josh will work with clients and their wealth managers to help integrate tax planning strategies into their overall financial plans. Q&A with Josh Are you new to the St. Pete area? I’ve...
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1 minute read The Doyle Wealth Management Charitable Grant Program is fueled by the belief of the importance of giving back to the local community. The $10,000 program supports nonprofits in the St. Petersburg area each year. DWM is pleased to announce the 2018 Charitable Grant program recipients are: Clothes...
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3 minute read One of the deadliest diseases affecting Americans is Alzheimer’s Disease. According to the Centers for Disease Control and Prevention (CDC), “Alzheimer’s disease is not a normal part of aging,” but nonetheless, it affects 5.7 million Americans as of 2018. This disease, defined by the Alzheimer’s Association as,...
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3 minute read The word “organic” can make a wallet cringe. Glance at the prices of produce at your grocery store and you’ll quickly notice the cost of say, an organic apple, is always higher than the conventional apple. There’s also the common misconception that organic produce is good, conventional...
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3 minute read What do we need to be happy? A close-to-80-year Harvard study is finding at the center of joy stands one thing: Our relationships. The article, Good genes are nice, but joy is better, by the The Harvard Gazette reports how findings from the Grant and Glueck study...
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3 minute read Retirement can change up your routine big time. Gone are the days of the stressful work week - now, you have a lot of free time to eat, sit, watch TV, and be sedentary. But retirement doesn’t have to be a health pitfall. You can maintain your...
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2 minute read This past year was the beginning of a new tax era with the passage of the law known as the Tax Cuts and Jobs Act (TCJA). The new tax law dramatically changed the way individuals and businesses are taxed going forward, most notably with the reduction in...
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PART ONE: GENERAL PRINCIPLES It will be worth restating, even in the context of a letter primarily focused on the year just past, my overall philosophy of investment advice. It is goal-focused and planning-driven, as sharply distinguished from an approach that is market-focused and current-events-driven. Every successful investor I’ve ever...
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4 minute read Saving for a first home is not for the faint of heart. In 2018, the median purchase price of a home was $250,000, with 33 percent of buyers being first-time home buyers, stated by the National Association of Realtors (NAR). For first-time home buyers, a purchase of...
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3 minute read In 2018, Doyle Wealth Management (DWM) was awarded multiple recognitions, including Forbes Best-In-State Wealth Advisors, Forbes America’s Top Wealth Advisors, Forbes America’s Top 200 Next-Gen Wealth Advisors, and Barron’s Top 1,200 Wealth Advisors. These awards were based on industry experience, community involvement, AUM, in-person interviews, and compliance,...
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