IRS Update – SECURE Act
Forgiveness of RMDs for Certain Inherited IRA Beneficiaries
The ubiquitous summer heat has been unforgiving and unrelenting for most...
05
Sep
Posts by a.tancreto@naplesglobaladvisors.com
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...
31
Dec
Fourth Quarter 2022
“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
Portfolio Withdrawal Rates: Does an ideal exist?
After several years of above average returns in both stocks and bonds, interest rates are rising and market sentiment (and thus valuati...