Bob was recently invited to talk about the Fiduciary rule on Bay News 9. See the video below:
Jul
10
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... read more →
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... read more →
May
02
The Department of Labor recently announced that it will postpone putting the fiduciary rule into effect. What does all this mean? First off, let's explain what the fiduciary rule is. Basically, "fiduciary" means "involving trust." So, in financial language, a fiduciary is someone you hire who owes you good faith... read more →
Sep
09
Doyle Wealth Management is pleased to announce our selection as a distinguished member of Forbes Magazine's list of America's Top 200 Wealth Advisors for 2016. (For the official release, please click here). This prestigious ranking, developed by SHOOK Research, is based on qualitative and quantitative data evaluating thousands of America's... read more →
Jul
21
"In the short run, the market is a voting machine. In the long run it's a weighing machine." - Warren Buffett Rule #1: Don't fight the Fed. Rule #2: Never forget Rule #1. It appears that the Federal Reserve has succeeded. Low absolute interest rates around the world have created... read more →
Oct
15
When it comes to investing for the long run, it is always better to make a few good investments and then sit on your assets. In practical terms, turnover in an investment portfolio or fund is loosely defined as the percentage of a portfolio's or fund's holdings that have changed... read more →
Sep
17
Dear Clients & Friends, Doyle Wealth Management is pleased to welcome new Chief Investment Officer Michael J. Chren, CFA. Michael brings extensive research and investment experience to the firm. In his prior role as Senior Portfolio Manager of the Fidelity Large Cap Value Fund, Michael managed over $6 billion in... read more →
Sep
01
Global markets have swung wildly in recent days, and it should serve as a good reminder that markets do not go up uninterrupted forever. Here is a simple recap of the month of August: The beginning of August saw the S&P 500 at 2,104. It fell to 1,868 on August... read more →
Feb
26
Twenty years ago Bill Bengen framed a complex question into an elegantly simple answer that remains relevant to the financial planning world and millions of retirees today, the so-called 4% rule. The 4% rule is a guideline used to ensure a retiree's portfolio will last for the rest of their... read more →
