Mark Wernig, CFP® Welcomed as Ambassador to Certified Financial Planner Board of Standards

Dowling & Yahnke Wealth Advisors, currently managing over $4 billion of assets for more than 1,200 clients, is proud to announce that Mark Wernig, CFP®, Lead Advisor and Principal, was selected as an Ambassador to the Certified Financial Planner Board of Standards.

Aria K. Krumwiede, CFA and Hunter P. Daniel, CFA Earn Distinguished CFP ® Designation

Dowling & Yahnke Wealth Advisors, managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that Aria Krumwiede and Hunter Daniel have earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). They join our team of 18 other CFP® professionals – bringing the ratio to over one-third of the Dowling & Yahnke staff currently holding this designation.

Mitigating Risk: How Bonds Play a Crucial Role in Your Portfolio

Global equities had mixed performance in the third quarter with large U.S. stocks inching higher and small U.S. stocks falling 2.4%. Foreign stocks struggled in the face of trade negotiations and ongoing tariff disputes. Real estate was a strong performing asset class, rising nearly 6% as interest rates declined, reducing financing costs. As has been the case for much of the year, political headlines remained prominent in the U.S. news cycle as the 2020 presidential election looms on the horizon and an impeachment inquiry got underway.

Dowling & Yahnke CEO Ranked Top 20 on Barron’s 2019 “Top 100 Independent Wealth Advisors”

Dowling & Yahnke Wealth Advisors, currently managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that Dale Yahnke, CFA, CFP®, has been named to Barron’s list of the Top 100 Independent Wealth Advisors.