The “Big Three” Financial Adviser Credentials

We typically put a high amount of trust in our doctors for our personal healthcare needs.  An M.D. is a certified medical doctor, who has gone through years of intense study in his/her field, adheres to a code of ethics and owes a fiduciary duty to patients.  Yet, when it comes to personal finance and people’s life savings, consumers are often either tricked or remiss when it comes to hiring an adviser that adheres to a similar standard of care. 
Read more...

How Your Assets Impact Financial Aid

Parents often worry about how the money they have saved for college, retirement or other financial goals will hurt their student’s chances for financial aid. In many cases, the money you have saved will have little or no impact on whether your child will qualify for financial aid.
Read more...

The Charitable Giving Tool You May Not Know About

Many donors don’t fully appreciate the potential tax savings that can come from charitable giving.  Not only is the timing of the gift important, but how the gift is made (whether in cash or securities) also has an impact on the possible tax benefits.
Read more...

Changes to Social Security for 2018

The Social Security Administration (SSA) has announced the cost-of-living adjustment (COLA) for 2018 will be 2%, the biggest increase since 2012. The adjustment is based on the increase in the Consumer Price Index (CPI) from the third quarter of 2016 through the third quarter of 2017.

The SSA...
Read more...

Quarterly Market Review Third Quarter 2017

Quit Monkeying Around!

In the world of investment management, there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by...
Read more...

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...
Read more...

A Client-Centric Approach

Media Folder: 

Make the Most of Your Social Security, Part 1

Media Folder: 

Make the Most of Your Social Security Benefits, Part 2

Media Folder: 

Tax-Efficient Investing: It’s Not What You Make, It’s What You Keep

The beat goes on for the second longest bull market in history.  For the eighth consecutive quarter, the S&P 500 Index notched a positive return.  Small U.S.
Read more...

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.
Read more...

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.
Read more...

Dale Yahnke Ranked #25 in Barron’s "Top 100 Independent Financial Advisors” for 2017

Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been named for the eleventh consecutive year to Barron’s list of the Top 100 Independent Financial Advisors.
Read more...

RIA Channel Interview, "Dale Yahnke Talks Asset Growth & Recruiting Beyond Our Industry"

Hi I’m Julie Cooling, Founder of RIA Channel and contributor with Forbes. I’m here with Dale Yahnke, Founding Partner of Dowling & Yahnke, LLC. Congratulations, you made our Forbes “Top 100 Wealth Management Firms” for 2016 with $3.5 billion in assets under management and $2.2 billion in asset growth over the period of 10 years.  Congratulations! So you are number 25 on our list.  Way up there.  We would love to know a little bit about how you grow and how you work with clients.
Read more...

Matt Adams, CPA, CFP® Joins Dowling & Yahnke, LLC

“With Matt’s joining Dowling & Yahnke, we have seventeen CFP® charterholders in addition to two CPA practitioners,” said Will Beamer, President and Chief Investment Officer.  “Knowledge is one of our firm’s core values, and we take great pride in the expertise and top-notch credentials of our advisors.”
Read more...

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.

1. Establish strong passwords

The best practice is to use a longer passphrase that incorporates numbers rather than a single...
Read more...

Best Practices for Online Security

Technology is always evolving, and keeping up with security advice can be confusing. The guidance on securing your digital world can appear complex and overwhelming. While the details of how to stay secure may change over time, there are fundamental things you can always do to protect yourself....
Read more...

What to Do If Your Email Is Hacked

A hacked e-mail account is more than an annoyance - it can lead to identity theft and financial losses. If a compromise occurs, it is vital to take these timely steps. While we encourage working with a computer professional to evaluate and correct shortcomings, below is a list of corrective and...
Read more...

Share this page