If You’ve Taken a Required Minimum Distribution (RMD) This Year – an Important Deadline is Looming

If you took required minimum distributions from your retirement accounts this year and would like to return the money, you can.
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Six Ways the CARES Act May Impact Your Student Loans

Content origianlly published on Lets Make A Plan
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Seven Tips for Financial Spring Cleaning

With the current amount of extra time in our daily lives, we find ourselves creating “to do” lists.
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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 Hosts Dr. Erica Saphire to Discuss Leading COVID-19 Research

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A Video Update from D&Y's CEO and President - May 2020

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A Video Update from D&Y’s CEO and President

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How D&Y Steers Portfolios Through Turbulent Markets

The turbulent first half of 2020 will be remembered for years to come. As we continue to navigate through a global pandemic, the economic and financial implications evolve daily as individuals, families, businesses, investors, and governments across the world adapt to our new reality.
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A Message from Dale Yahnke

When I co-founded Dowling & Yahnke 29 years ago, I did so with the belief that we should do right by our clients, our employees, and our community. The senseless killing of George Floyd is a poignant and tragic reminder of the racial injustices and discrimination that persist to this day.
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Video Update from D&Y’s CEO and President: The Pandemic and Investment Discipline In Times of Extreme Market Unrest

During these uncertain times, we understand anxiety may be running high. We are here to let you know that, as our client, we have your back. We are with you to help navigate through these turbulent times.
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Brett Pernicano, CFA, CFP®, CDFA®, ChFC®, CLU® Promoted to Principal of Dowling & Yahnke Wealth Advisors

San Diego – July 7, 2020: Dowling & Yahnke Wealth Advisors, currently managing over $4 billion of assets for more than 1,200 clients, is proud to announce that Brett Pernicano, CFA, CFP®, CDFA
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Mark Wernig, CFP® Named to InvestmentNews' 2020 40 Under 40 List

San Diego – June 29, 2020: Dowling & Yahnke Wealth Advisors is proud to announce that Mark Wernig, CFP® has been named to InvestmentNews
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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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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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