09 Apr Quarterly Market Insights First Quarter 2024 April 22, 2024 By Alexandra Jones Facebook Twitter Email linkedin “When we strive to become better than we are, everything around us becomes better too.” - Paulo CoelhoOf all the fascinating things goi...Continue reading
25 Mar News & Planning Insights Essential Medicare Questions! March 27, 2024 By Alexandra Jones Facebook Twitter Email linkedin According to statistics from The Alliance for Lifetime Income, 4.1 million Americans will turn 65 in 2024. Amazingly, that trend will c...Continue reading
14 Feb News & Planning Insights Tax Insights for 2024 February 14, 2024 By Alexandra Jones Facebook Twitter Email linkedin Secure Act 2.0 ushered in a myriad of new tax considerations. Even though the new regulations will not have a significant planning impa...Continue reading
31 Dec Quarterly Market Insights Fourth Quarter 2023 April 15, 2024 By Alexandra Jones Facebook Twitter Email linkedin “Decisions have to be made for the way the world is, not for the way we’d like it to be.” Charlie Munger, Vice Chairman, Berkshire Hath...Continue reading
15 Dec News & Planning Insights NGA News! December 15, 2023 By Alexandra Jones Facebook Twitter Email linkedin We’d like to share some non-investment highlights of what’s going on at Naples Global Advisors. It was a very productive year for the f...Continue reading
21 Nov Research & Travel Insights Southeast Asia 2023 November 21, 2023 By Alexandra Jones Facebook Twitter Email linkedin Epicentrum of Growth For decades, the dominant player in foreign capital markets was China, but in the last five years there has bee...Continue reading
13 Oct News & Planning Insights NGA Case Study: What to Do When a Fraudster Calls You! October 13, 2023 By Alexandra Jones Facebook Twitter Email linkedin Cyber criminals target us in a myriad of ways, and they are ubiquitous. Every email must be read with scrutiny. Every phone call must ...Continue reading
30 Sep Quarterly Market Insights Third Quarter 2023 November 7, 2023 By Alexandra Jones Facebook Twitter Email linkedin The Remora Strategy If you were to consult ChatGPT about the year’s most impactful issues, you might get a dissertation not only on ...Continue reading
05 Sep News & Planning Insights IRS Forgives 2023 Inherited IRA Required Minimum Distributions and Provides 60-Day Rollover Relief September 5, 2023 By Alexandra Jones Facebook Twitter Email linkedin Forgiveness of RMDs for Certain Inherited IRA Beneficiaries The ubiquitous summer heat has been unforgiving and unrelenting for most...Continue reading
15 Aug News & Planning Insights Trust, but Verify August 15, 2023 By Alexandra Jones Facebook Twitter Email linkedin A local venture capital firm, Accanito Capital Group, is accused of running a $35-million Ponzi scheme that affected 60 investors (NBC2...Continue reading