Giving You Peace of Mind in a Complex Financial WorldSM

For 25 years, Dowling & Yahnke has approached investment advice differently than Wall Street firms and brokers. We are a fiduciary to our clients – we put your interest first with transparency and objective advice. Our philosophy is based on well-grounded, long-term investment principles that are not influenced by market fads or hype. Our uniqueness and longevity are the results of the Firm’s core values that have guided us to our position as one of the largest independent wealth advisory firms in San Diego (as measured by discretionary assets under management).

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Excellence

Setting the highest standards for ourselves today and raising the bar tomorrow.

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Integrity

We are always putting our clients’ interests first.

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Knowledge

Advocating life-long learning – personally and professionally.

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Passion

Unwavering commitment to provide the “wow” experience.

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Enduring Relationships

A spirit of connectedness in the success and happiness of our clients, colleagues, and community.

A Client-Centric Approach

A Client-Centric Approach

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Medicare News: Open Enrollment Deadline and New Card Scams to Avoid

It’s that time of year again! Medicare’s annual open enrollment period began in mid-October and will run until December 7.  During this period, people already enrolled in Medicare can make certain changes to their coverage:
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A Lookback at the Financial Crisis - Monetary Policy and Inflation

Nearly a decade ago, our Federal Reserve Board of Governors (the Fed) engaged in an aggressive monetary expansion operation, which we all knew as Quantitative Easing or “QE.”  To avert what many saw as the next Depression, the Fed bought trillions of dollars in U.S. Treasuries and mortgage-backed securities from December 2008 to October 2014; thereby lowering long-term interest rates, stabilizing markets, and encouraging lending.  The Fed printed vast amounts of money to make these purchases on the secondary market.  Within a couple years, the Fed had trillions of dollars in new assets on its balance sheet.  Many pundits were alarmed and warned that this would cause rampant inflation.  
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5 Keys to Successful Investing

Anyone that invests wants to do so successfully.  There are many books written on the subject, and hundreds of millions of dollars are spent each year on services that promise the best stocks for one’s portfolio.  Wherever one looks, there’s no shortage of hot stock tips or trading strategies that promise to get rich.  But, the process of successful investing isn’t hard if keeping these five key concepts in mind.  
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Mark Wernig Finalist in San Diego Business Journal’s Veteran and Military Entrepreneur Awards

San Diego Business Journal (SDBJ) held their first Veteran and Military Entrepreneur Conference and Awards on October 25, 2017.  SDBJ, in partnership with The Rosie Network, launched this conference to celebrate the veterans and military with an entrepreneur spirit, as well as, acknowledge the impact they have on the San Diego community.  Dowling and Yahnke is proud to announce that Mark Wernig was a finalist for these awards.
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Dowling & Yahnke Named to InvestmentNews' 2017 Best Practices Awards

InvestmentNews named Dowling & Yahnke, LLC a winner of the 2017 Best Practices Awards, an important initiative that recognizes the top-performing and most innovative firms in the financial advice industry.
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Tracy Burgett Promoted to Director of Financial Planning at Dowling & Yahnke, LLC

Dowling & Yahnke, LLC, a San Diego-based wealth advisory firm managing over $3.5 billion for more than 1,000 clients, is proud to announce that Tracy Burgett has been promoted to Director
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