a.dale@naplesglobaladvisors.com, Author at Naples Global Advisors, LLC

05 Apr

Naples Global Advisors “Giving & Receiving” Seminar

October 1, 2024
By a.dale@naplesglobaladvisors.com

On invitation from the United Church of Marco Island’s Endowment Committee, NGA team members Greg Debski, CFA and Jason Rundorff, CFP® ...

31 Mar

Quarterly Market Insights

First Quarter 2023

August 13, 2024
By a.dale@naplesglobaladvisors.com

Leverage can sting, cash flow can maim, but liquidity kills…Four years ago, the portfolio managers here at Naples Global Advisors made ...

24 Feb

News & Planning Insights

NGA’s Annual Compliance Meeting

August 13, 2024
By a.dale@naplesglobaladvisors.com

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 ...

21 Feb

Research & Travel Insights

Japan 2023

August 14, 2024
By a.dale@naplesglobaladvisors.com

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...

31 Dec

Quarterly Market Insights

Fourth Quarter 2022

August 13, 2024
By a.dale@naplesglobaladvisors.com

“Volatility is a fee, not a fine.” Morgan Housel, The Psychology of MoneyMarket volatility is a phrase thrown around by the press rath...

01 Nov

News & Planning Insights

Portfolio Withdrawal Rates: Does an ideal exist?

August 13, 2024
By a.dale@naplesglobaladvisors.com

After several years of above average returns in both stocks and bonds, interest rates are rising and market sentiment (and thus valuati...

20 Oct

News & Planning Insights

IRS Announces Inflation Adjusted Tax Changes for 2023

August 13, 2024
By a.dale@naplesglobaladvisors.com

In a year where we’ve witnessed catastrophic hurricanes, high inflation, and financial market turmoil, there is some welcome relief on ...

30 Sep

Quarterly Market Insights

Third Quarter 2022

August 13, 2024
By a.dale@naplesglobaladvisors.com

Hurricane Ian Update As we begin to comprehend the aftermath of Hurricane Ian, we are deeply saddened by the mass impact on Florida ...

30 Jun

Quarterly Market Insights

Second Quarter 2022

August 13, 2024
By a.dale@naplesglobaladvisors.com

Resiliency in the Face of a Storm Just as we head into another hurricane season in Florida, the first quarter headwinds of the finan...

31 Mar

Quarterly Market Insights

First Quarter 2022

August 13, 2024
By a.dale@naplesglobaladvisors.com

The first quarter of our new year has provided us with no shortage of topics for discussion. Again. As with relatively recent history...