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Archive for 2017

Retirement Contribution Limits Increasing in 2018

Saving for retirement just got a little bit easier. According to a recent article in Kiplinger, "2018 Retirement Contribution Limits for 401(k)s and IRAs," retirement contribution limits are increasing next year. 401(k)s: The annual contribution limit in 2018 will be increased from $18,000 to $18,500. This jump also applies to 403(b) and... read more →
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Who is Doyle Wealth Management?

In this video, Bob Doyle and Michael Chren explain who Doyle Wealth Management is, how we got started, and how we tailor our portfolios to meet our clients' specific objectives.
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DWM News: Awards and Recognition

DWM would like to extend a warm congratulations to Cassandra Smalley on her recent ranking in the Forbes list of America's Top Next-Generation Wealth Advisors. Cassandra is among 32 millennial wealth managers from the state of Florida and the only advisor from St. Petersburg to make the ranking which is based on, among other... read more →
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Buckle Up

The last several months since the election have been interesting, to say the least. Stocks have rallied to all-time highs, volatility seems to be nearly non-existent, and some investors seem to think there's nowhere to go from here but up. And yet, one could also argue that this has been... read more →
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Happy Birthday Bull Market

Has it really been eight years since the world emerged from the great panic? It was March 9th, 2009 when the S&P 500 reached an intra-day low point of 667, a 57% decline from its record in 2007. Since that day, the S&P 500 is up 250%. At 97 months... read more →
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Repeal of the Department of Labor Fiduciary Rule

The Department of Labor recently announced that it will postpone putting the fiduciary rule into effect. What does all this mean? First off, let's explain what the fiduciary rule is. Basically, "fiduciary" means "involving trust." So, in financial language, a fiduciary is someone you hire who owes you good faith... read more →
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