Nancy Doyle

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Nancy Doyle, CFA, is the founder of The Doyle Group. She has thirty years of experience in wealth management, investments, corporate finance, and consulting. She is a graduate of Georgetown University and received an MBA from University of Michigan’s Ross School of Business.

Preparing For The Unthinkable: Finanacial Organization Tips (New York Post)

The New York Post quoted me in a thoughtful post “The one thing you absolutely must do before you die.” To manage your financial life, being organized is essential. You should also provide account access to a trusted person in the event of an emergency. Getting your financial house in order is not only important for you and your peace of mind, but also for your loved ones. Check out the full article here. 

Millennials, Rethink Your Approach To Retirement Planning

US News recently quoted me in a post that helps Millennials rethink their approach to retirement planning. For Millennial’s, retirement can seem a long way off. It is never too early to start planning. The idea of saving $1 million for retirement can seem like a lofty goal, but it is attainable if you are disciplined. It is also important to use realistic assumptions for returns and keep fees low. See full post below.

Importance of Maintaining a Sell Discipline

When you make an investment, you rely on an investment thesis. The investment thesis is based on company fundamental attributes and valuation. Why is a particular stock attractive? Is there a catalyst that will improve earnings? Will the company benefit from a changing competitive landscape? Are there operational or regulatory risks on the horizon? Is the valuation attractive? Being disciplined and considering both fundamentals and valuation are essential when investing in stocks. Being undisciplined and only focusing on fundamentals or on valuation could have negative consequences. For some “hot” sectors, exuberance and a “fear of missing out” can elevate valuations across the board beyond reasonable levels. At the same time, there is a difference between buying a stock that is misunderstood or out of favor and buying a stock that is declining in value for a valid reason. Changing Fundamentals A change in fundamentals will have an impact on your…

Financial Advice For Women In Various Stages of Life

It was an honor to be part of the Evanston Literary Festival. I discussed managing your finances through life transitions. I was the first of three female authors featured that day as part of Piven Theatre’s Women’s Voices Project, a year-long initiative in tandem with Piven’s 45th anniversary. They noted that the financial advice found in my book as a “comprehensive resource invaluable–and you find yourself coming back to it again and again.”  Read the full review below. Nancy Doyle: Manage Your Financial Life Is it time to take control of your financial life? Nancy Doyle offers an objective and straightforward perspective based on a wealth of professional and personal experience. In Manage Your Financial Life: A Thoughtful, Organized Approach for Women, she shares a practical and easy-to-understand system for getting organized, analyzing your financial profile, educating yourself about investing, and putting your money to work. Whether you’re going through a transition–parenthood, home…

What is Your Time Horizon?

What Is Your Time Horizon? Different goals have different time horizons. Some are short term—such as establishing an emergency fund—and some are long term, like retirement. Tackling all your savings goals at once is unrealistic, so you should prioritize. The most immediate savings goal is your emergency fund. Experts recommend that you have an emergency fund sufficient to cover six months living expenses. Assets in the emergency fund should be very liquid such as cash in a savings account or in a money market fund. You may need a bigger emergency fund in some circumstances: If you may face hurdles when looking for a new job, such as geographic restrictions or the need for flexibility in terms of travel or work hours. If you have health issues or a dependent with special needs. If you dip into your emergency fund, replenish it as soon as possible. Saving enough for retirement…

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