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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4 Minute Read 2019 will be another year when millions of Americans start their retirement. Knowing when the appropriate time is to retire is unique to each individual, but there are few key items you can follow. We’ve put together a list of three guidelines to help you know if...
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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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