Posted by Jacqueline Bell on 10/26/2011
Mark Dowling and Dale Yahnke founded our firm 20 years ago when the Registered Investment Advisor (RIA) model of providing financial advice was in its infancy. In the early 1990s, RIAs offered investors an independent alternative to the then predominant sales-oriented, broker-driven model of investment advice. As fiduciaries, RIAs are duty-bound to put clients’ interests…
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Posted by Mark Munoz on 10/04/2011
It was a typical sunny San Diego morning, and what better way to spend the day than downtown supporting a good cause. This was not your average day as a crowd gathered to watch people rappel down the side of the hotel. What would compel anyone to rappel down a 33-story high-rise building? Answer: a…
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Posted by Jacqueline Bell on 10/03/2011
As is typical in periods of significant global macro anxiety, there ensued a flight to quality that pushed the price of Treasury bonds higher (Treasury bonds returned 2.78% for the month of August despite the loss of the AAA rating.) Therefore, to gauge the effect of volatility on long-term investors, Vanguard compared the performance of…
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Posted by Jacqueline Bell on 03/14/2011
Dowling & Yahnke is strongly committed to the community. Our team devotes service hours, in addition to financial support, to numerous worthy causes each year. We feel that it is important to take time to support the neighborhoods, community, and city in which we live and work. Giving back is something that we can all…
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