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 →