05 Apr News & Planning Insights Naples Global Advisors “Giving & Receiving” Seminar April 17, 2023 By a.dale@naplesglobaladvisors.com Facebook Twitter Email linkedin On invitation from the United Church of Marco Island’s Endowment Committee, NGA team members Greg Debski, CFA and Jason Rundorff, CFP® ...Continue reading
31 Mar Quarterly Market Insights First Quarter 2023 April 17, 2023 By a.dale@naplesglobaladvisors.com Facebook Twitter Email linkedin Leverage can sting, cash flow can maim, but liquidity kills…Four years ago, the portfolio managers here at Naples Global Advisors made ...Continue reading
24 Feb News & Planning Insights NGA’s Annual Compliance Meeting February 24, 2023 By a.dale@naplesglobaladvisors.com Facebook Twitter Email linkedin As Mary Poppins famously sang, “a spoonful of sugar helps the medicine go down.” For NGA team members this week, it was a “mouthful of ...Continue reading
21 Feb Research & Travel Insights Japan 2023 February 21, 2023 By a.dale@naplesglobaladvisors.com Facebook Twitter Email linkedin Land Of the Setting Sun There is an adage in the finance industry: “when the Fed sneezes, the whole world catches a cold.” In less t...Continue reading
31 Dec Quarterly Market Insights Fourth Quarter 2022 January 20, 2023 By a.dale@naplesglobaladvisors.com Facebook Twitter Email linkedin “Volatility is a fee, not a fine.” Morgan Housel, The Psychology of MoneyMarket volatility is a phrase thrown around by the press rath...Continue reading
01 Nov News & Planning Insights Portfolio Withdrawal Rates: Does an ideal exist? November 1, 2022 By a.dale@naplesglobaladvisors.com Facebook Twitter Email linkedin After several years of above average returns in both stocks and bonds, interest rates are rising and market sentiment (and thus valuati...Continue reading
20 Oct News & Planning Insights IRS Announces Inflation Adjusted Tax Changes for 2023 October 26, 2022 By a.dale@naplesglobaladvisors.com Facebook Twitter Email linkedin October 20, 2022 In a year where we’ve witnessed catastrophic hurricanes, high inflation, and financial market turmoil, there is som...Continue reading
30 Sep Quarterly Market Insights Third Quarter 2022 October 13, 2022 By a.dale@naplesglobaladvisors.com Facebook Twitter Email linkedin Hurricane Ian Update As we begin to comprehend the aftermath of Hurricane Ian, we are deeply saddened by the mass impact on Florida ...Continue reading
30 Jun Quarterly Market Insights Second Quarter 2022 July 12, 2022 By a.dale@naplesglobaladvisors.com Facebook Twitter Email linkedin Resiliency in the Face of a Storm Just as we head into another hurricane season in Florida, the first quarter headwinds of the finan...Continue reading
31 Mar Quarterly Market Insights First Quarter 2022 July 12, 2022 By a.dale@naplesglobaladvisors.com Facebook Twitter Email linkedin The first quarter of our new year has provided us with no shortage of topics for discussion. Again. As with relatively recent history...Continue reading