Feb
05
Another year is in the record books, and we are fresh into 2018. So before we go too far, let’s take a brief look back over the past couple of years. 2016 started off with what was termed “the worst first six weeks in the equity market’s history.” The S&P...
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Jan
04
On December 22, the "Tax Cuts and Jobs Act" became law. This new law is the largest reform to the tax code since the Tax Reform Act of 1986. This new law has been widely discussed for the significant cuts to the corporate tax rates. Below, however, we will summarize...
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Dec
15
Saving for retirement just got a little bit easier. According to a recent article in Kiplinger, "2018 Retirement Contribution Limits for 401(k)s and IRAs," retirement contribution limits are increasing next year. 401(k)s: The annual contribution limit in 2018 will be increased from $18,000 to $18,500. This jump also applies to 403(b) and...
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Oct
17
In this video, Bob Doyle and Michael Chren explain who Doyle Wealth Management is, how we got started, and how we tailor our portfolios to meet our clients' specific objectives.
Oct
06
DWM would like to extend a warm congratulations to Cassandra Smalley on her recent ranking in the Forbes list of America's Top Next-Generation Wealth Advisors. Cassandra is among 32 millennial wealth managers from the state of Florida and the only advisor from St. Petersburg to make the ranking which is based on, among other...
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Oct
04
As we turn the pages on our calendars and approach another fall season, I am reminded yet again of the importance of planning. It seems as each year passes the pages of the calendar turn faster and faster. Our good friend Benjamin Franklin once put it very simply: "By failing...
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Oct
02
Life in your 60s may just be the best decade of your life (for tax planning); you have retirement in mind and plans to spend time doing the things you have worked so hard for over your career. Whether your goals include traveling around the world, spending time with grandkids,...
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Jul
10
Bob was recently invited to talk about the Fiduciary rule on Bay News 9. See the video below:
Jun
30
The last several months since the election have been interesting, to say the least. Stocks have rallied to all-time highs, volatility seems to be nearly non-existent, and some investors seem to think there's nowhere to go from here but up. And yet, one could also argue that this has been...
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May
16
Has it really been eight years since the world emerged from the great panic? It was March 9th, 2009 when the S&P 500 reached an intra-day low point of 667, a 57% decline from its record in 2007. Since that day, the S&P 500 is up 250%. At 97 months...
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