katie, Author at Naples Global Advisors, LLC

05 Aug

Important IRA Rollback Deadline Update

July 15, 2021
By katie

The Federal government implemented the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) earlier this year in response to ...

30 Jun

Quarterly Market Insights

Second Quarter 2020

July 15, 2021
By katie

Late March now seems like an eternity ago as we think back to those stressful days when fears of the pandemic peaked and market levels ...

31 Mar

Quarterly Market Insights

First Quarter 2020

July 15, 2021
By katie

The first quarter hasn’t quite gone as anticipated. Between the COVID-19 outbreak, global quarantines, an all-out oil war between Russi...

30 Mar

News & Planning Insights

Service Update – COVID March 2020

October 26, 2022
By katie

It goes without saying these are challenging times. Despite business as “anything other than usual,” we want to assure you that the ent...

31 Dec

Quarterly Market Insights

Fourth Quarter 2019

July 15, 2021
By katie

From a purely financial perspective it was hard to find much to complain about in 2019. Key investment segments performed above their h...

20 Nov

Research & Travel Insights

Australia 2019

August 14, 2024
By katie

A Look Down Under Having just returned from a research trip to Sydney and Melbourne, Bryson’s harsh topography observations were les...

30 Sep

Quarterly Market Insights

Third Quarter 2019

July 15, 2021
By katie

“Zero has no meaning, beside being a certain level.” - Alan Greenspan Wait! What? Negative interest rates? You mean interest rates a...

30 Jun

Quarterly Market Insights

Second Quarter 2019

July 15, 2021
By katie

There is an old saying that goes something along the lines of “Economic expansions don’t die of old age.” It’s a theme that the previou...

31 Mar

Quarterly Market Insights

First Quarter 2019

July 15, 2021
By katie

It’s that time of year again, when our clocks spring forward, beer (and the river in Chicago) is briefly green, and phrases like “brack...

05 Mar

News & Planning Insights

Individual 401(k) Plans – March 2019

July 15, 2021
By katie

As Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes.” Fortunately, for most us...