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 ...
13
Oct
Posts by a.tancreto@naplesglobaladvisors.com
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...
30
Jun
Second Quarter 2023
Location, Location, Location
We’ve all heard that before. The purpose of repeating the word three times is to stress that location i...
21
Jun
Charitable Distributions
If you know the sweet taste of being one of nearly half of all US households to make regular charitable contributions, then the icing o...
05
Apr
Naples Global Advisors “Giving & Receiving” Seminar
On invitation from the United Church of Marco Island’s Endowment Committee, NGA team members Greg Debski, CFA and Jason Rundorff, CFP® ...
31
Mar
First Quarter 2023
Leverage can sting, cash flow can maim, but liquidity kills…Four years ago, the portfolio managers here at Naples Global Advisors made ...
24
Feb
NGA’s Annual Compliance Meeting
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
Japan 2023
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...