As we turn the pages on our calendars and approach another fall season, I am reminded yet again of the importance of planning. It seems as each year passes the pages of the calendar turn faster and faster. Our good friend Benjamin Franklin once put it very simply: "By failing...
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Life in your 60s may just be the best decade of your life (for tax planning); you have retirement in mind and plans to spend time doing the things you have worked so hard for over your career. Whether your goals include traveling around the world, spending time with grandkids,...
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Bob was recently invited to talk about the Fiduciary rule on Bay News 9. See the video below:
The last several months since the election have been interesting, to say the least. Stocks have rallied to all-time highs, volatility seems to be nearly non-existent, and some investors seem to think there's nowhere to go from here but up. And yet, one could also argue that this has been...
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Has it really been eight years since the world emerged from the great panic? It was March 9th, 2009 when the S&P 500 reached an intra-day low point of 667, a 57% decline from its record in 2007. Since that day, the S&P 500 is up 250%. At 97 months...
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The Department of Labor recently announced that it will postpone putting the fiduciary rule into effect. What does all this mean? First off, let's explain what the fiduciary rule is. Basically, "fiduciary" means "involving trust." So, in financial language, a fiduciary is someone you hire who owes you good faith...
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Doyle Wealth Management is pleased to announce our selection as a distinguished member of Forbes Magazine's list of America's Top 200 Wealth Advisors for 2016. (For the official release, please click here). This prestigious ranking, developed by SHOOK Research, is based on qualitative and quantitative data evaluating thousands of America's...
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"In the short run, the market is a voting machine. In the long run it's a weighing machine." - Warren Buffett Rule #1: Don't fight the Fed. Rule #2: Never forget Rule #1. It appears that the Federal Reserve has succeeded. Low absolute interest rates around the world have created...
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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...
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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...
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