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 →
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 →
"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 →
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 →
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 →
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 →
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 →
On March 4th, 2015, we will celebrate the 10 year anniversary of Doyle Wealth Management. What began in a modest office with a handful of dedicated staff members managing $47 million has grown to a team of over 10 staff and nearly $600 million in assets. We are grateful to... read more →
At Doyle Wealth Management, our job is ultimately to help our clients be prepared for a future that is unpredictable. That's it; it doesn't get much more complicated than that. For us to begin this job, all involved must first acknowledge two realities: Nobody can predict the future, and we... read more →
It seems lately that I am hearing more people ask, "The market is at an all-time high, should I sell? When is the correction coming?" I am curious as to why the question is being asked. Is it a matter of frame dependence? Is it human nature? Is it too... read more →