Short-term market movements are unpredictable. That may sound like a blinding glimpse of the obvious, and likely something you have heard countless times and possibly shared yourself a time or two. Hopefully you agree that short-term market movements are truly unpredictable but understand what it really means – no one...
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Our December Employee Feature is Jim McGinty. Jim brings more than 25 years of experience in the financial services industry. What is your current position at DWM? Senior Wealth Advisor. What do you like best about living in St. Pete? I was born in St. Pete and have enjoyed watching...
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The New York Times recently wrote a piece titled, “Young Women Have to Play Catch-Up in Retirement Savings.” The piece contained numerous insightful studies and research about the obstacles young women face when it comes to saving for retirement. What We Recommend at Doyle Wealth Management When it Comes to...
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First of all, let’s get started by briefly describing a yield curve. Please hang with me for a minute; you will like this. Below is a graph of the yield on US Treasury securities. The yield (interest rate) is on the vertical axis and the time period is on the...
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1 Minute Read Consumer data breaches with sensitive information at large corporations seem to be happening more often. Marriott Starwood is the recent organization publicly announcing last Friday, November 30th, a massive data breach - affecting potentially 327 million guests. Guests might have had anything from their payment information, to...
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2 Minute Read This Thanksgiving holiday, Doyle Wealth Management hosted a community food drive to benefit the St. Petersburg Free Clinic. Approximately 55 gallons of food were collected. From November 6th to the 20th, DWM employees collected breakfast items, canned fruit, canned corn, soup, pasta sauce, and other non-perishable food...
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2 minute read As Thanksgiving approaches, we are filled with gratitude for each of our clients and our employees. This month’s employee feature is Stacy Goodrich. Stacy has been with DWM since 2015 and is an Operations Assistant. 1) What do you like best about living in St. Pete? St....
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4 Minute Read Andrew R. Lundin, CFP®, CTFA is a Wealth Manager at Doyle Wealth Management. He has more than 10 years experience in the financial services industry, contributing to his eligibility to use the Certified Trust & Financial Advisor (CTFA) designation. Quick Facts About the CTFA: The CTFA is...
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3 Minute Read Throughout the year, employees with DWM are actively involved with multiple nonprofits and organizations within the St. Petersburg, FL community. “Doyle Wealth Management is a locally grown firm who embraces our responsibility to contribute to the future of the community,” said Anne Drake McMullen, Chief Development Officer...
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4 Minute Read When it comes to your money, it’s important to get to know the people behind a company. Meet Chris Jay, CFP®, a Senior Wealth Manager at Doyle Wealth Management. His primary job? From investment research and security selection, to financial planning - Chris makes sure clients are...
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