katie, Author at Naples Global Advisors, LLC

12 Oct

Important IRA Rollback Deadline Update

October 20, 2020
By katie

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

11 Oct

Timely Market Insights

Second Quarter 2020

October 20, 2020
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 ...

10 Oct

Timely Market Insights

First Quarter 2020

October 20, 2020
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...

09 Oct

Timely Market Insights

Fourth Quarter 2019

October 20, 2020
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...

08 Oct

Timely Market Insights

Third Quarter 2019

October 20, 2020
By katie

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

07 Oct

Timely Market Insights

Second Quarter 2019

October 20, 2020
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...

06 Oct

Timely Market Insights

Individual 401(k) Plans – March 2019

October 20, 2020
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...

05 Oct

Timely Market Insights

First Quarter 2019

October 20, 2020
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...

04 Oct

Timely Market Insights

Fourth Quarter 2018

October 20, 2020
By katie

After a favorable 2017, investor expectations were lofty with the corporate tax tailwind boosting bottom line earnings and an improving...

03 Oct

Timely Market Insights

Third Quarter 2018

October 20, 2020
By katie

Do we do a better job for you when the investment markets are trending up as opposed to when they are down? The answer, at least to us,...

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