This month’s Employee Feature is Keith Jaworski. Keith recently joined Doyle Wealth Management as Director of Research, bringing more than 25 years of experience, including experience managing institutional portfolios. What are you most looking forward to as your role in Director of Research at DWM? I'm looking forward... read more →
May
08
Apr
12
We are proud to welcome Keith Jaworski, CFA as our new Director of Research. He brings more than 25 years of industry experience including substantial experience managing institutional portfolios. That experience includes managing portfolios in excess of a billion dollars each for the County of Fairfax in Virginia, and Clark... read more →
Apr
11
4 minute read Grocery shopping is something that never ends in life. You will always need a budget for food. Not to mention, Americans spent more than 12 percent of their income on food in 2017, the third largest expenditure, according to the Bureau of Labor Statistics. Here’s a few... read more →
Apr
03
4 minute read Can minimalism benefit retirees? Absolutely. That’s because whether or not you’re retired, the concept is simple: Clutter leads to stress. Declutter your space, declutter your mind. The Mayo Clinic points out how research is indicating minimalism might positively affect our well-being. For example, having too much clutter... read more →
Mar
27
Doyle Wealth Management is proud to welcome Josh Graben to the team as Tax Senior. In this role, Josh will work with clients and their wealth managers to help integrate tax planning strategies into their overall financial plans. Q&A with Josh Are you new to the St. Pete area? I’ve... read more →
Mar
20
1 minute read The Doyle Wealth Management Charitable Grant Program is fueled by the belief of the importance of giving back to the local community. The $10,000 program supports nonprofits in the St. Petersburg area each year. DWM is pleased to announce the 2018 Charitable Grant program recipients are: Clothes... read more →
Mar
06
3 minute read The word “organic” can make a wallet cringe. Glance at the prices of produce at your grocery store and you’ll quickly notice the cost of say, an organic apple, is always higher than the conventional apple. There’s also the common misconception that organic produce is good, conventional... read more →
Feb
25
3 minute read What do we need to be happy? A close-to-80-year Harvard study is finding at the center of joy stands one thing: Our relationships. The article, Good genes are nice, but joy is better, by the The Harvard Gazette reports how findings from the Grant and Glueck study... read more →
Feb
13
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... read more →
Feb
06
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... read more →