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Posts Tagged: doylewealthmanagement

Jan 28

Market Volatility Got You Worried?

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... read more →
Jan 15

Does your Financial Advisor Walk the Walk? with Bob Doyle, President, Chief Investment Officer & Co-Founder of Doyle Wealth Management

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,... read more →
Jan 06

The One Constant In The Stock Market That Will Never Go Away

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... read more →
Jan 03

DWM Employee Feature: Jim McGinty

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... read more →
Dec 12

3 Basic Tips When It Comes to Saving For Retirement

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... read more →
Dec 07

Is the US Yield Curve Causing All This Volatility?

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... read more →
Dec 04

Consumer Data Breaches: What To Do

1 Minute Read Consumer data breaches with sensitive information at large corporations seem to be happening more often. Marriott Starwood is the recent organization publicly announcing last Friday, November 30th, a massive data breach - affecting potentially 327 million guests. Guests might have had anything from their payment information, to... read more →
Nov 27

Thanksgiving Food Drive for the St. Petersburg Free Clinic

2 Minute Read This Thanksgiving holiday, Doyle Wealth Management hosted a community food drive to benefit the St. Petersburg Free Clinic. Approximately 55 gallons of food were collected. From November 6th to the 20th, DWM employees collected breakfast items, canned fruit, canned corn, soup, pasta sauce, and other non-perishable food... read more →
Nov 21
Nov 08

Andrew R. Lundin CFP® Receives CTFA Designation

4 Minute Read Andrew R. Lundin, CFP®, CTFA  is a Wealth Manager at Doyle Wealth Management. He has more than 10 years experience in the financial services industry, contributing to his eligibility to use the Certified Trust & Financial Advisor (CTFA) designation. Quick Facts About the CTFA: The CTFA is... read more →