Year End Charitable Planning
A group of Naples Global Advisors team members (and our three canine mascots) showed our community spirit in November by participating ...
15
Nov
Posts by a.tancreto@naplesglobaladvisors.com
30
Sep
Third Quarter 2024
“The big money is not in the buying and the selling but in the waiting” – Charlie MungerSetting monetary policy has been compared to ta...
24
Sep
TCJA Tax Sunset
Many southwest Floridians have stood watch over a beach sunset hoping to witness the green flash – a well-known yet elusive visual phen...
14
Aug
Global Infrastructure Assets
Global infrastructure assets underpin all aspects of economic and social stability, but most of us tacitly overlook the ubiquitous impa...
30
Jun
Second Quarter 2024
"Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it." -Albert EinsteinOn A...
21
May
Corporate Transparency Act
The United States Department of the Treasury’s 2024 National Money Laundering Risk Assessment cites the misuse of legal entities as...
31
Mar
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...
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...