12 Tips for a Great Vacation

With the summer travel season upon us, here are 12 tips to make your vacation a memorable one.
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Six Things You Need to Know About the College Admission Process

The college admission scandal that hit the press recently generated a tremendous amount of outrage, as well as endless questions about the entire college process.
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Consider This When “Treating Yourself”

There is a lot of advice out there that suggests what you should do with a financial windfall. Extra money could come from a tax refund, a workplace bonus, or an inheritance.
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Quarterly Market Review First Quarter 2019

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities.

Over the years, these approaches have sought to capitalize on developments such as the perceived relative strength of...
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Quarterly Market Review Fourth Quarter 2018

As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios.

For the five-year period ending October 31, 2018, the S&P 500 Index had an annualized...
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Comments on Recent Market Volatility

Elevated stock market volatility, as we have seen the past two months, brings gloomy headlines and may elicit fear in some investors. Since the beginning of October, the U.S. stock market (Russell 3000 Total Return Index) has gone from being up nearly 11% for the year to up just 2% as of December...
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Dowling & Yahnke Wealth Advisors

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A Year After Tax Reform: Using Roth Conversions Strategically

Following a turbulent end to 2018, financial markets are off to a fast start in 2019.  The U.S. stock market has recouped its December losses with both large and small company stocks making sizeable gains. Foreign stocks rose over 10% in the first quarter but are still clawing their way back from a lackluster 2018.  Quietly, bonds had a stellar quarter (considering the low interest rate environment of the last decade), notching their highest quarterly return since early 2016.  
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Grant Webster, CFP®, CDFA® Named to InvestmentNews' 2019 40 Under 40 List

Dowling & Yahnke Wealth Advisors, currently managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that Grant Webster, CFP®, CDFA® has been named to InvestmentN
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Aria Krumwiede, CFA Promoted to Lead Advisor at Dowling & Yahnke Wealth Advisors

“Aria has been a great addition to our team,” said Alana Asmussen, Principal and Lead Advisor. “We are excited to promote her to our continually expanding group of exceptional advisors. Her unwavering desire to serve clients makes her a wonderful fit for this role. I know clients will enjoy working with her.”
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Mary McKeown Brennan Earns Distinguished CFP® Designation

Since joining Dowling & Yahnke in 2015, Mary has worked alongside Will Beamer to deliver attentive, friendly, and professional service to the firm’s high net worth clients.
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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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