Seven Ways to Keep Your Data Safe Online

Identity theft and cyber fraud are becoming increasingly prevalent.  Fortunately, there are a few relatively simple steps you can take to avoid becoming a victim.

Worried About Investing at a Peak?

As stock markets climb to all-time highs, many investors with cash on the sidelines have been asking themselves – is now really a good time to invest?  Aren’t we at another market peak?

Assisting Aging Parents

Caring for aging parents is an increasingly common responsibility, even for those who still have young children at home.  Nearly ten million adult children (over age 50) are currently taking care of an aging parent, according to Metlife. For many people, it’s an important concern, but planning for it can make things easier once the need arises.  Fortunately, there are plenty of resources available to assist both the elderly and their caregivers.

Quarterly Market Review Second Quarter 2017

When Rates Go Up, Do Stocks Go Down?

Should stock investors worry about changes in interest rates? 

Research shows that, like stock prices, changes in interest rates and bond prices are largely unpredictable.1  It follows that an investment strategy based upon attempting to exploit...

Quarterly Market Review First Quarter 2017

Investment Shock Absorbers

Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light an excuse to assume the brace position. Owning an undiversified portfolio can trigger similar reactions.

You can drive a car with a broken...

Quarterly Market Review Fourth Quarter 2016

The Power of Markets

In 1958, economist Leonard Read published an essay entitled
“I, Pencil: My Family Tree as Told to Leonard E. Read.”

The essay, narrated from the point of view of a pencil, describes the “complex combination of miracles” necessary to create and bring to market the common...

A Client-Centric Approach

Media Folder: 

Make the Most of Your Social Security, Part 1

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Make the Most of Your Social Security Benefits, Part 2

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Interest Rates on the Rise: What Does This Mean for the Stock Market?

The Federal Reserve (Fed) raised interest rates for the second time this year.  The Fed’s policy-setting committee raised the interest rate at which banks lend overnight funds to other banks by 0.25% to a range of 1.00% to 1.25%.  The markets were widely anticipating the increase, with the move signaling Fed optimism about the overall health of the U.S. economy.  While indications of an improving economic landscape are usually celebrated by Wall Street, many investors continue to worry about the effects of future interest rate hikes on stocks and bonds.

Tempering Expectations: Potential Headwinds After an Eight Year Bull Market

After a prosperous 2016 for equity investors, global markets sustained their upward momentum in the first quarter of 2017 with most major indices ending higher.

The 2016 Election: The Pitfalls of Market Timing

Despite a tumultuous political environment, patient investors were rewarded in 2016 with healthy stock market gains in numerous asset classes.  The S&P 500 Index of large U.S. stocks turned in a 12.0% return for the year, its eighth consecutive year of positive returns.  Small U.S.

Stay Wealthy San Diego Podcast: Building A Business and Creating Wealth That Lasts with Dale Yahnke

Dale Yahnke sat down with Taylor Schulte (from Stay Wealthy San Diego) to discuss Dowling & Yahnke's pioneering fiduciary business model, its founding, how it has benefited clients, and exploring the firm’s growth and success over the past 26 years.

Dowling & Yahnke Listed in Financial Advisor's Registered Investment Advisor Ranking 2017

Financial Advisor Magazine's 2017 ranking of RIAs listed Dowling & Yahnke #74, the only San Diego-based advisory firm in the top 150.

Tracy Burgett Earns Certified Private Wealth Advisor® Certification

San Diego – July 10, 2017:  Dowling & Yahnke, LLC, a San Diego-based wealth advisory firm managing over $3 billion for more than 1,000 clients, is proud to announce that Tracy Burgett, F

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