a note from Bob on April 29, 2020 News broke this morning that we were all anticipating - the economy shrank 4.8% in the first quarter. This should be a surprise to absolutely no one. I want to share with you my perspective on this news and what you may... read more →
May
12
May
12
A note from Bob on March 21, 2020 A couple of weeks ago, the S&P 500 entered “bear market territory” by closing down 20% below its previous all-time high. We have been reminded what seems to be hourly of this truth by the financial press. Maybe it’s just me, but... 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 →
Jan
28
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
24
4 minute read Saving for a first home is not for the faint of heart. In 2018, the median purchase price of a home was $250,000, with 33 percent of buyers being first-time home buyers, stated by the National Association of Realtors (NAR). For first-time home buyers, a purchase of... read more →
Jan
15
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
07
4 Minute Read 2019 will be another year when millions of Americans start their retirement. Knowing when the appropriate time is to retire is unique to each individual, but there are few key items you can follow. We’ve put together a list of three guidelines to help you know if... read more →
Dec
12
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 →
Nov
08
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 →
