5 Minute Read In today’s world there are multiple options when seeking a financial advisor. From online “robo advisors”, to broker-dealers, to Registered Investment Advisors (RIAs), each claiming to help with your financial needs. Maybe you’re looking for a financial planner to manage your retirement savings, or you’re looking for...
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Many Americans have a retirement account such as a 401(k), 403(b) or IRA during their lifetime to supplement income in retirement. As with all traditional pre-tax accounts, most know that withdrawals will be taxable as income and mandatory distributions are required starting at age 70.5. We do get a lot...
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On September 25th, a new GICS sector was created. What does that mean? The Global Industry Classification Standard (GICS), maintained by Standard & Poors and MSCI, is a system for categorizing stocks and other holdings into broad category buckets, such as Energy, Financials, and Health Care. Early this year, they...
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Doyle Wealth Management extends a hearty congratulations to Cassandra Smalley and Chris Jay for their inclusion on Forbes Annual list of America's Top Next-Gen Advisors! Cassandra and Chris are among 20 millennial wealth managers selected from Florida in the top 200, and they are the only advisors from St. Petersburg...
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We all remember it - the one hurricane that gave Floridians a run for their money. What did you do when Hurricane Irma tested our sanity with 24 hour news coverage? Did you know where to find your home and auto insurance policies? Did you have access to all that...
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As we enter a new era with the recently enacted tax law, our firm is constantly reviewing the tax code and formulating new tax planning strategies for our clients. On its surface, the tax reform offers reduced tax rates and wider brackets. For many Americans, that will translate to a...
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Please welcome Zaida Jackson, Client Support Associate, to the team. Zaida brings over eight years of multifaceted experience in the financial services industry. Prior to joining the firm, she gained expertise in FINRA and state regulatory compliance requirements as they relate to advisor registration. Zaida earned her Bachelor's of Arts...
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Bob Doyle and Doyle Wealth Management were ranked number 3 (in Florida-North) in the Forbes Best-In-State Wealth Advisors listing out of 500 advisors in the February issue. We are proud of our selection in this distinguished publication and honored to serve our clients and community. Additionally, Doyle Wealth Management was...
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As we approach April 15th, the fact that the sun is setting on a tax code we have known for several decades is becoming very real. After we complete our annual filing to our friends at the IRS, I suspect we will all give a bit more thought as to...
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As the anniversary of the March 9, 2009 stock market bottom came and passed a few weeks ago, the bull that had been running roughshod over those nine years finally took a pause to catch its breath. Most of you have heard of one of the most recognizable and time-tested...
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