Four Things You Need to Know About Filing Estimated Taxes

The gig economy continues to expand.
Read more...

Five Things To Know If You Inherit an IRA

Inheriting an IRA from a loved one can be confusing and costly if you make a mistake.
Read more...

Six Ways to Start the Money Talk with Your Parents

One of the most difficult conversations that grown children can have with their parents is a discussion about mom and dad’s finances. 
Read more...

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...
Read more...

Quarterly Market Review Third Quarter 2019

Timing Isn't Everything

Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbeques or other social gatherings.

A neighbor or relative might ask about which investments are good at the moment. The lure of getting in at the right time or...
Read more...

Quarterly Market Review Second Quarter 2019

The Uncommon Average

 

“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.”

—David Booth

 

The US stock market has delivered an average annual return of around 10% since 1926. But short-...
Read more...

Dowling & Yahnke Wealth Advisors

Media Folder: 

Dowling & Yahnke Founding Story

Media Folder: 

A Foundation Built on Great Ideas

Media Folder: 

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.
Read more...

The Efficient-Market Hypothesis & DFA: The Building Blocks for Our Investment Philosophy Since 1991

For over 28 years, Dowling & Yahnke has invested client assets as fiduciaries. Our firm is independent with respect to the investment vehicles we use, freeing us to design portfolios we believe will best meet client objectives. We continuously scrutinize our investment philosophy and the tools we use, challenging our thinking and experience to ensure our clients receive the best experience possible based on their financial objectives, risk appetite, and tax situation. In this quarter’s newsletter, we will explore our longstanding relationship with Dimensional Fund Advisors (DFA). While DFA mutual funds represent a minority portion of the assets we use in building portfolios, many of the philosophical and practical concepts underpinning DFA’s approach also permeate our thinking.
Read more...

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.  
Read more...

Dale Yahnke CFA, CFP®, Named to Barron’s Hall of Fame

Dowling & Yahnke Wealth Advisors, currently managing over $4 billion of assets for more than 1,200 clients, is proud to announce that Dale Yahnke, CFA, CFP®, CEO of Dowling & Yahnke, has been named to Barron’s
Read more...

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
Read more...

Andrew J. Christopher Joins Dowling & Yahnke Wealth Advisors

Dowling & Yahnke Wealth Advisors, currently managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that Andrew Christopher has joined the Dowling & Yahnke team as an Associat
Read more...

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...
Read more...

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....
Read more...

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...
Read more...