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Archive for January 2019

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 →
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Three Tips on Saving for Your First Home

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 →
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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 →
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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 →
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