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Robert K. Doyle

The American Tailwind

It’s common practice for the president or CEO of a company to include a letter to shareholders in the annual report. Berkshire Hathaway’s chairman and CEO, Warren Buffett, doesn’t buck the trend. His annual letter (http://www.berkshirehathaway.com/letters/2018ltr.pdf) captures plenty of attention, and this year was no exception. The focus is on... read more →
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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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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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3 Basic Tips When It Comes to Saving For Retirement

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 →
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The DWM Financial Planning Process

In this video, Cassandra Smalley, Chris Jay, and Bob Doyle discuss the DWM Financial Planning process, and why it's important to plan your investments around your long-term goals.
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What is a Fiduciary?

In our latest video, Bob Doyle and Chief Development Officer Anne Drake McMullen explain what a fiduciary is, and why it is critical that your adviser adheres to the fiduciary standard.  
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Holiday Parties are Teaching Moments

Another year is in the record books, and we are fresh into 2018. So before we go too far, let’s take a brief look back over the past couple of years. 2016 started off with what was termed “the worst first six weeks in the equity market’s history.” The S&P... read more →
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