Paycheck Protection Program: Frequently Asked Questions

In response to the economic impact of the coronavirus, the federal government has stepped in to release the
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How to Protect Yourself from Coronavirus Scams

The news coverage regarding COVID-19 has dominated our lives recently. Cybercriminals are now trying to capitalize on our collective concern.
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The CARES Act:  The Largest Stimulus Package in U.S. History

The last few weeks have been surreal and frightening as we’ve watched a pandemic unfold rapidly across the globe.  Life feels upside down.  As we keep our children home from school, telecommute, an
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Quarterly Market Review First Quarter 2020

The Coronavirus and Market Declines

 

The world is watching with concern the spread of the new coronavirus. The uncertainty is being felt around the globe, and it is unsettling on a human level as well as from the perspective of how markets respond.

At Dowling & Yahnke, it is a...
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Quarterly Market Review Fourth Quarter 2019

Tuning Out The Noise

When faced with short-term noise, it is easy to lose sight of the potential long-term benefits of staying invested.

 

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines...
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Top 10 Questions to Ask Your Financial Advisor

We believe it is of utmost importance to work with a financial advisor who has a fiduciary duty to his or her clients. Fiduciary duty requires advisors to put client interests ahead of their own when providing investment and financial advice.

Since inconsistencies and confusion abound regarding...
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Dowling & Yahnke Wealth Advisors

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Dowling & Yahnke Founding Story

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A Foundation Built on Great Ideas

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Maintaining Investment Discipline When Markets are Volatile and Scary

“I became a disciplined investor over 40 years. The virus broke me in 40 days. I’ve survived — and even prospered through — four stock market crashes.
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The SECURE Act of 2019: Significant Changes That May Impact Your Retirement Planning

Happy New Year — and welcome to the new decade! We hope that you had a joyous holiday season surrounded by friends and family.
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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.
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Dowling & Yahnke Announces San Diego’s Top Ranked Advisor According to Barron’s "2020 Top 1200 Financial Advisors”

Barron’s recently released their “2020 Top Advisor Rankings: California,” and we are honored to be represented by Dale Yahnke at #17 - the highest ranked San Diego advisor on the list!
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Larry T. Nakamura, IACCP® Assumes Chief Compliance Officer, Director of Client Service Role at Dowling & Yahnke Wealth Advisors

Dowling & Yahnke Wealth Advisors (D&Y), currently managing over $4 billion of assets for more than 1,200 clients, is proud to announce that Larry T.
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Larry T. Nakamura, IACCP® Joins Dowling & Yahnke Wealth Advisors

Dowling & Yahnke Wealth Advisors (D&Y), currently managing over $4 billion of assets for more than 1,200 clients, is proud to announce that Larry T.
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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...
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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....
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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...
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