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Posts by katie

Engineering Planning | Naples Global Advisors, SEC Registered Investment Advisor
31 Dec
Quarterly Market Insights

Fourth Quarter 2018

  • July 15, 2021
  • By katie
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After a favorable 2017, investor expectations were lofty with the corporate tax tailwind boosting bottom line earnings and an improving...

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Baseball Field | Naples Global Advisors, SEC Registered Investment Advisor
30 Sep
Quarterly Market Insights

Third Quarter 2018

  • July 15, 2021
  • By katie
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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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Walking in India | Naples Global Advisors, SEC Registered Investment Advisor
02 Sep
Research & Travel Insights

India 2018

  • August 14, 2024
  • By katie
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Cheap Labor = Clear IT Advantage India is a vast, diverse country that would take weeks, if not months, to explore all of the import...

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Mall | Naples Global Advisors, SEC Registered Investment Advisor
30 Jun
Quarterly Market Insights

Second Quarter 2018

  • July 15, 2021
  • By katie
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June 30th marked the end of the second quarter for capital markets, but a greater portion of the globe will probably recognize that dat...

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Hong Kong City | Naples Global Advisors, SEC Registered Investment Advisor
02 May
Research & Travel Insights

Hong Kong 2018

  • August 14, 2024
  • By katie
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Scale and growth make for a worthwhile trip The world is a very different place when analyzed in person, versus through the headline...

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Looking up at Skyscrapers | Naples Global Advisors, SEC Registered Investment Advisor
01 Feb
Quarterly Market Insights

2018 Tax Changes Overview

  • July 15, 2021
  • By katie
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Overview of the critical tax related modifications impacting our clients in the 2018 tax year As you think about the new tax legisla...

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Western Europe City | Naples Global Advisors, SEC Registered Investment Advisor
02 Oct
Research & Travel Insights

Western Europe 2017

  • August 14, 2024
  • By katie
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Western Europe’s economy is alive and well Travelling through seven cities spanning across four countries in 12 days is a daunting i...

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Southeast Asian City | Naples Global Advisors, SEC Registered Investment Advisor
02 Nov
Research & Travel Insights

Southeast Asia 2016

  • August 14, 2024
  • By katie
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Economic opportunities are quite real “Certainly, travel is more than the seeing of sights; it is a change that goes on, deep and pe...

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Germany | Naples Global Advisors, SEC Registered Investment Advisor
16 Sep
Research & Travel Insights

Germany 2015

  • August 14, 2024
  • By katie
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Europe’s Economic Engine The U.S. has historically been a melting pot of cultures, with size and scope that doesn’t lend itself easi...

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New Zealand | Naples Global Advisors, SEC Registered Investment Advisor
16 Jul
Research & Travel Insights

New Zealand 2015

  • August 14, 2024
  • By katie
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Tempered Enthusiasm Amid Economic Inconsistency Since our founding, Naples Global Advisors has strived to be geographically indiffer...

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Naples Global Advisors, LLC is an SEC Registered Investment Advisor.
Personalized portfolio management designed for individuals with $1 million+ in liquidity.
(239) 776-7900 info@naplesglobaladvisors.com 720 Fifth Avenue South Suite 200, Naples, FL 34102
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  • Home
  • About Us
    • Our Company
    • Our Team
  • Investments & Services
    • Investment Process
      • How We Manage Money
      • Equity Investment Philosophy
      • Fixed Income Investment Philosophy
      • How We Do the Work
    • Who We Serve
      • Individuals & Families
      • Business Owners
      • Public Company Executives
      • Retirees
      • Family Estates & Trusts
      • Non-Profit Organizations, Foundations, & Endowments
    • Services
      • Customized Portfolio Management
      • Estate & Trust Planning
      • Cash Flow Forecasting & Budgeting
      • IRA & Retirement Plan Counsel
      • Banking Products Counsel
      • Social Security Benefits Counsel
      • Insurance Counsel
  • Insights
    • Research & Travel Insights
    • Quarterly Market Insights
    • News & Planning Insights
  • Success Stories
    • Fraud and Cyber Security
    • Navigating Life Transitions
    • Trusted Sounding Board
    • Knowing and Caring
    • Proactive Response to Natural Disaster
    • Persistent Advocacy
  • Contact Us
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