Naples Money Managers

Naples Money Managers We want to serve you and make doing business with us easy, in every way. We really do “Give a Hoot” if you achieve financial success.

Since the first day we opened the company in 1987*, we have been driven by the one thing that was missing in this industry, “Heart.”

We want to be there for you as your life morphs and to always provide you with individualized financial solutions, free from complicated lingo; and with investments that truly reflect your individual goals and tolerance for risk. We believe a fee-based compensation

structure puts the advisor on the same side as you, our client. We encourage questions or concerns of any kind, as we believe that communication in good times and bad is essential not only to the success of your financial result, but also the overall building of trust in a relationship. Using the values of yesterday, we strive to meet your goals for today and tomorrow.

05/09/2024

Join Don Litchfield Brown and John Kinkead from The Naples Money Managers as they dive deep into crucial financial topics in this enlightening episode of "News You Can Use." Today's discussion spans the outdated practices of stockbrokers, the importance of personalized investment strategies, and the pitfalls of generic financial planning. Discover the truths behind illiquid investments and how flexibility in finance can be a game-changer for your economic health. Plus, stay tuned for an eye-opening segment on the subtle dangers posed by 'Smooth Scammers' in the financial world. Whether you're a seasoned investor or just starting out, this episode is packed with invaluable insights designed to empower your financial decision-making.
This video has been designed for general illustrative and educational purposes only, does not purport to show actual result and does not constitute an offer to sell or a solicitation of an offer to buy any security. No representation, warranty or undertaking, stated or implied, is given as to the accuracy or completeness of the information presented. Past performance does not guarantee future results. All investing involves risk of loss including the possible loss of principal. See full disclosure at www.naplesmoneymanagers.com

02/13/2024

Dive into the latest financial insights with "The Naples Money Managers" in this engaging episode of NYCU. Join Marcus Bickle and Dayton Stone as they explore the aftermath of the Super Bowl, delve into the world of Super Bowl ads and their hefty price tags, and unravel the staggering consumer spending associated with the big game. Whether you're a finance enthusiast or just curious about the economic impact of major events, this episode offers valuable perspectives and intriguing discussions. Don't miss out on this blend of sports, finance, and expert analysis.
This video has been designed for general illustrative and educational purposes only, does not purport to show actual result and does not constitute an offer to sell or a solicitation of an offer to buy any security. No representation, warranty or undertaking, stated or implied, is given as to the accuracy or completeness of the information presented. Past performance does not guarantee future results. All investing involves risk of loss including the possible loss of principal. See full disclosure at www.naplesmoneymanagers.com

01/11/2024

Join Marcus Bickle and John Kinkead in this latest episode of 'News You Can Use' from Naples Money Managers, as they delve into the 2024 stock market's strong start. Discover insights on tech giants like Nvidia, AMD, and Microsoft, and explore the steady dividends of long-term players like PepsiCo. Learn why Blue Chip stocks might be the ones to watch in 2024. This episode is packed with expert analysis for both seasoned investors and market newbies. Tune in for valuable perspectives on where the market is headed this year!
This video has been designed for general illustrative and educational purposes only, does not purport to show actual result and does not constitute an offer to sell or a solicitation of an offer to buy any security. No representation, warranty or undertaking, stated or implied, is given as to the accuracy or completeness of the information presented. Past performance does not guarantee future results. All investing involves risk of loss including the possible loss of principal. See full disclosure at www.naplesmoneymanagers.com

12/05/2023

Dive into the world of unexpected riches with The Naples Money Managers in our latest episode, "Windfalls and Wallets." Join Dawn Lichfield Brown and John Kinkead as they explore the different types of sudden wealth - from happy money to unhappy money - and the psychological impacts they have. Discover how NFL players manage their finances post-retirement, the curious case of Shaquille O'Neal's spending spree, and the nuanced ways people handle surprise inheritances and life insurance payouts. Whether it's a lottery win or an unexpected bonus, learn how to navigate these financial windfalls wisely. Tune in for insightful advice and engaging discussions that blend finance with psychology.
This video has been designed for general illustrative and educational purposes only, does not purport to show actual result and does not constitute an offer to sell or a solicitation of an offer to buy any security. No representation, warranty or undertaking, stated or implied, is given as to the accuracy or completeness of the information presented. Past performance does not guarantee future results. All investing involves risk of loss including the possible loss of principal. See full disclosure at www.naplesmoneymanagers.com

11/29/2023

Join us in this episode of The Naples Money Managers "News You Can Use", as we delve into the latest twists and turns in the financial markets, with a special focus on the dramatic leadership changes at Open AI. Discover how these developments could impact investors and the tech world. Our hosts, Marcus Bickle and John Kinkead, bring you insightful analysis on stock market trends, investment strategies, and a deep dive into the intriguing story of Sam Altman's departure and return to Open AI, a key player in the AI industry. Plus, get our take on Microsoft's involvement and what it means for the future of AI and investing. Stay ahead of the curve with The Naples Money Managers expert insights!
This video has been designed for general illustrative and educational purposes only, does not purport to show actual result and does not constitute an offer to sell or a solicitation of an offer to buy any security. No representation, warranty or undertaking, stated or implied, is given as to the accuracy or completeness of the information presented. Past performance does not guarantee future results. All investing involves risk of loss including the possible loss of principal. See full disclosure at www.naplesmoneymanagers.com

11/21/2023

The Naples Money Managers would like to wish everybody a very Happy Thanksgiving! This week we have a brief market update from Dawn Litchfield Brown & Marcus Bickle as we head right into the Holiday season. From all of us here at The Naples Money Managers to you, Happy Thanksgiving!
This video has been designed for general illustrative and educational purposes only, does not purport to show actual result and does not constitute an offer to sell or a solicitation of an offer to buy any security. No representation, warranty or undertaking, stated or implied, is given as to the accuracy or completeness of the information presented. Past performance does not guarantee future results. All investing involves risk of loss including the possible loss of principal. See full disclosure at www.naplesmoneymanagers.com

11/08/2023

Dive into the world of finance with The News You Can Use, presented by The Naples Money Managers. This video offers invaluable illustrative and educational content designed to enhance your understanding of the financial markets. Whether you're a seasoned investor or just starting out, our expert analysis doesn't just skim the surface – it provides a deep dive into the strategies that matter.
This video has been designed for general illustrative and educational purposes only, does not purport to show actual result and does not constitute an offer to sell or a solicitation of an offer to buy any security. No representation, warranty or undertaking, stated or implied, is given as to the accuracy or completeness of the information presented. Past performance does not guarantee future results. All investing involves risk of loss including the possible loss of principal. See full disclosure at www.naplesmoneymanagers.com

10/31/2023

Join Dawn Lichfield Brown and Marcus Bickle as they dive into the spooky world of Roth IRAs, inheritance, and tax laws, all while embracing the Halloween spirit! From Peter Pan promises to flapper costumes, get your dose of financial wisdom with a side of fun. Remember, investing doesn't have to be scary! Full disclosure at www.naplesmoneymanagers.com.
This video has been designed for general illustrative and educational purposes only, does not purport to show actual result and does not constitute an offer to sell or a solicitation of an offer to buy any security. No representation, warranty or undertaking, stated or implied, is given as to the accuracy or completeness of the information presented. Past performance does not guarantee future results. All investing involves risk of loss including the possible loss of principal. See full disclosure at www.naplesmoneymanagers.com

10/18/2023

Join Marcus Bickle and John Kincade from Naples Money Managers as they delve into the latest market trends, economic indicators, and global events that impact investors. From the ongoing Ukraine-Russian war to the Israeli-Hamas conflict, and from soaring housing prices in Florida to the latest GDP predictions, get comprehensive insights to make informed investment decisions. Disclaimer: This content is for educational purposes only. Past performance does not guarantee future results. For full disclosure, visit www.naplesmoneymanagers.com.
This video has been designed for general illustrative and educational purposes only, does not purport to show actual result and does not constitute an offer to sell or a solicitation of an offer to buy any security. No representation, warranty or undertaking, stated or implied, is given as to the accuracy or completeness of the information presented. Past performance does not guarantee future results. All investing involves risk of loss including the possible loss of principal. See full disclosure at www.naplesmoneymanagers.com

10/04/2023

Dive into the heart of the financial world with Marcus Bickle and John Kinkead from Naples Money Managers! Discover why quarterly earnings matter, the impact of the FED's rate hikes, and the significance of the third and fourth quarter results. Get insights straight from the experts and stay ahead in the financial game. For full disclosures, visit www.naplesmoneymanagers.com.
This video has been designed for general illustrative and educational purposes only, does not purport to show actual result and does not constitute an offer to sell or a solicitation of an offer to buy any security. No representation, warranty or undertaking, stated or implied, is given as to the accuracy or completeness of the information presented. Past performance does not guarantee future results. All investing involves risk of loss including the possible loss of principal. See full disclosure at www.naplesmoneymanagers.com

09/26/2023

Dive into the latest financial tidbits with Don Litchfield Brown and John Kincaid from Naples Money Managers. From the evolving IRS Secure Act to the Social Security conundrum, we've got the news you can truly use. And remember, when it comes to your money, always be in the know! Full details at www.naplesmoneymanagers.com.
This video has been designed for general illustrative and educational purposes only, does not purport to show actual result and does not constitute an offer to sell or a solicitation of an offer to buy any security. No representation, warranty or undertaking, stated or implied, is given as to the accuracy or completeness of the information presented. Past performance does not guarantee future results. All investing involves risk of loss including the possible loss of principal. See full disclosure at www.naplesmoneymanagers.com

09/18/2023

Curious about the Federal Reserve's next move? John Kinkead of the Naples Money Managers breaks down the Fed's strategy on inflation, interest rates, and what it means for your portfolio. Get the latest insights on the U.S. economy, including the impact of strikes by United Auto Workers and the Actors Guild. Don't gamble with your investments—stay ahead of the curve with this must-watch episode!
This video has been designed for general illustrative and educational purposes only, does not purport to show actual result and does not constitute an offer to sell or a solicitation of an offer to buy any security. No representation, warranty or undertaking, stated or implied, is given as to the accuracy or completeness of the information presented. Past performance does not guarantee future results. All investing involves risk of loss including the possible loss of principal. See full disclosure at www.naplesmoneymanagers.com

Address

10001 Tamiami Trail N
Naples, FL
34108

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4pm

Website

https://naplesmoneymanagers.com/, https://www.linkedin.com/

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