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...
21
Jun
News & Planning Insights
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® ...
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 ...
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...
20
Oct
IRS Announces Inflation Adjusted Tax Changes for 2023
In a year where we’ve witnessed catastrophic hurricanes, high inflation, and financial market turmoil, there is some welcome relief on ...
08
Dec
NGA Supports the NCH Center for Philanthropy
NAPLES, FLA. – December 9, 2020 – In keeping with the company’s annual holiday tradition of giving back to the local community, Naples ...
05
Aug
Important IRA Rollback Deadline Update
The Federal government implemented the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) earlier this year in response to ...
30
Mar
Service Update – COVID March 2020
It goes without saying these are challenging times. Despite business as “anything other than usual,” we want to assure you that the ent...
05
Mar
Individual 401(k) Plans – March 2019
As Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes.” Fortunately, for most us...