TRUST AND INTEGRITY
Clients & Friends of Naples Money Managers
Connect Your Concerns With Our Solutions
The Naples Money Managers offers money management in two different formats; Comprehensive Money Management & Selective Money Management.
Most of us would never think of taking a trip without a map and a destination in mind. Your financial plan is the road map to help smooth the journey to reach your financial destination.
For many, the management of the investments inside an annuity has gone unattended since its inception. The Naples Money Managers has an active department with years of experience dedicated to annuity management.
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Video Podcasts, Articles, Kinkead's Korner and more.
As the plethora of store displays and advertising materials make abundantly clear, it’s back-to-school shopping time. Although many are still happily in the throes of summer vacation, parents of school-age children can’t help but think about the upcoming school year.
However, whether you have school-age children or not, you shouldn’t think that “back to school” doesn’t apply to you too. Whatever stage of life you’re in, the end of August should prompt some self-reflection on the state of your own education, investment related or otherwise. This could involve learning more about various economic indicators, or it could be identifying and filling in any lacunas in your knowledge that could be limiting your ability to take advantage of potential opportunities.
I hope the articles included in this newsletter help you in this process of continual learning.
Whatever your investment/financial education or situation, I’m here to help you make the best possible decisions for you and your family while giving you the tools to keep on learning. If something’s on your mind, don’t hesitate to reach out so we can discuss it.
Have a great last couple of weeks of summer!
Success in all your efforts,