First Quarter 2024
“When we strive to become better than we are, everything around us becomes better too.” - Paulo CoelhoOf all the fascinating things goi...
31
Mar
Posts by Alexandra Jones
25
Mar
Essential Medicare Questions!
According to statistics from The Alliance for Lifetime Income, 4.1 million Americans will turn 65 in 2024. Amazingly, that trend will c...
14
Feb
Tax Insights for 2024
Secure Act 2.0 ushered in a myriad of new tax considerations. Even though the new regulations will not have a significant planning impa...
31
Dec
Fourth Quarter 2023
“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...
15
Dec
NGA News!
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...
21
Nov
Southeast Asia 2023
Epicentrum of Growth
For decades, the dominant player in foreign capital markets was China, but in the last five years there has bee...
13
Oct
NGA Case Study: Fraudsters!
Cyber criminals target us in a myriad of ways, and they are ubiquitous. Every email must be read with scrutiny. Every phone call must ...
30
Sep
Third Quarter 2023
The Remora Strategy
If you were to consult ChatGPT about the year’s most impactful issues, you might get a dissertation not only on ...
05
Sep
IRS Update – SECURE Act
Forgiveness of RMDs for Certain Inherited IRA Beneficiaries
The ubiquitous summer heat has been unforgiving and unrelenting for most...
15
Aug
Trust, but Verify
A local venture capital firm, Accanito Capital Group, is accused of running a $35-million Ponzi scheme that affected 60 investors (NBC2...