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Has Someone Stolen Your Child’s Identity?

We’ve all heard horror stories about consumers who have had their credit information stolen and the incredible hassle of undoing the mess. But what you probably don’t know is that children can be the victims of identity theft too.  In fact, identity theft that targets youngsters has been on the rise.
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How to Apply for Financial Aid

Financial aid season is about to begin. Starting October 1, parents whose children will be in college for the 2019-2020 academic year will be able to fill out financial aid applications.
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Back-Door Roth Conversions May Be Your Best Option

For most Americans, the Roth Individual Retirement Account is an excellent way to save for retirement. Once the money is deposited into a Roth IRA, it can potentially grow tax-free for many decades. And when retirees eventually tap into these accounts, they won’t owe tax on the withdrawals.
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Quarterly Market Review Third Quarter 2018

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision.

People rely on a lot of different information about costs to help inform these decisions. When you buy a car,...
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Quarterly Market Review Second Quarter 2018

E+R=O, a Formula for Success¹

Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of having a positive financial experience.

An Enduring Investment Philosophy

Investing is a long-term endeavor. Indeed, people...
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Quarterly Market Review First Quarter 2018

Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.

A mistake many...
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Dowling & Yahnke Wealth Advisors

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Dowling & Yahnke Founding Story

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Make the Most of Your Social Security, Part 1

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Dale Yahnke Ranked #27 on Barron’s "Top 100 Independent Financial Advisors” for 2018

We are proud to announce that Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been named to Barron’s list of the Top 100 Independent Financial Advisors.
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Dowling & Yahnke Recognized by Schwab Advisor Services with 2018 SOLUTIONS® Operational Excellence Award

San Diego – August 21, 2018:   Dowling & Yahnke was honored by Schwab Advisor Services as one of three firms in the nation to receive the 2018 SOLUTIONS® Operational Excellence Award. Dowling & Yahnke was recognized for enhancing and modernizing the client experience, providing innovation regarding fraud protection including cybersecurity, and increasing its overall operational productivity and efficiency.
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Dowling & Yahnke Listed on FT 300: Top Registered Investment Advisers 2018

Dowling & Yahnke is included as one of the 300 top registered investment advisers across the nation as published by Financial Times. The advisers are listed by state with California holding the most advisory firms. Dowling & Yahnke has been included on this list every year since its inception five years ago.
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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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