Resources for Navigating FAFSA Updates


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Smart Ways to Use Your Tax Refund

Are you getting a tax refund this year? Through the first week of April, most American taxpayers were owed a refund. Of the nearly 101 million tax returns filed, 80.2 million were due a tax refund averaging $2,851. If you don’t yet have a plan for your refund, here are some suggestions:
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15 Questions to Ask a Financial Advisor

The federal regulation that was intended to protect retirement investors from dubious financial advice is in jeopardy. The April implementation of the Department of Labor’s fiduciary rule that was six years in the making may be postponed. The purpose of the rule is to require financial professionals to act in the best interest of their clients. That might seem like something that isn’t necessary to legislate, but brokers, insurance agents and others in the financial industry are routinely recommending investments that promote their employer’s financial bottom line and not their clients. Regardless of what happens to the DOL’s fiduciary rule, you need to ask questions to boost the chances that a financial professional will always act in your best interest. Asking questions can also increase the chances that you’ll find an advisor who will be an excellent fit for your needs.
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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...
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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...
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Phishing & Cyber Threat Awareness

With an increasingly digitalized world comes an unfortunate increase in scams and cyber theft.  We have recently become aware of several cyber security issues facing our clients that we would like to bring to your attention.  Below are several common cyber and technology scams we urge you...
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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: 

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.
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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.
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Chasing Yield: A Seductive Yet Dangerous Game For Investors

This quarter’s newsletter outlines our views on "chasing yield" (i.e., investing in securities primarily based on their income yield) and the risks inherent in this strategy.  We highlight some notable instances in the past decade when reaching for yield has hurt investors, as well as some common misconceptions about high-yielding investments.
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Dale Yahnke Honored in Barron's: One of Twelve U.S. Advisors on Its "Top 100 Independent Advisors" Ranking Every Year

In this week’s publication, Barron’s honors a select group of twelve U.S. financial advisors, “Our Independent Advisory All-Stars.”  Dale Yahnke and eleven other advisors have been selected each of the last ten years to the Barron’s “Top 100 Independent Advisors.”  Starting in 2007, Barron’s has conducted this annual survey to determine the ranking of the top 100 independent advisors in the United States.  
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Dale Yahnke Listed on Barron’s 2017 "Top Advisor Rankings: California"

Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been ranked #23 on Barron’s 2017 “Top Advisor Rankings: California.”
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Dowling & Yahnke Ranked on InvestmentNews’ Largest Fee-Only Registered Investment Advisory Firms

Dowling & Yahnke is listed as #46 of the largest fee-only firms in the country measured by discretionary assets under management.
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