Quarterly Market Review First Quarter 2014

Presented by: Dowling & Yahnke

When the media raises the subject of beating the market through astute stock picking, the name Warren Buffett is usually cited. But what does this legendary investor actually say about the smart way to invest?
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Learn About Identity Theft

Written by: Vanguard Financial Advisor Services

Identity theft happens frequently and takes many different forms. This brief guide is designed to help you understand how identity theft occurs, how to avoid it, and what to do if you become a victim.
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Learn About Saving For College

Written by: Vanguard Financial Advisor Services

A child’s college education can be one of the most important investments you’ll ever make. With education costs rising faster than inflation, the financial burden can be significant, especially if you have more than one child.
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How Fees and Expenses Affect Your Investment Portfolio

Written by: SEC’s Office of Investor Education and Advocacy

As with anything you buy, there are fees and costs associated with investment products and services.
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Learn More About Estate Planning

Written by: Vanguard Financial Advisor Services

Just as your financial plan gives you control of your investments while you’re alive, a carefully conceived estate plan allows you to decide how your assets should be handled when you pass away or become incapacitated.
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Learn More About Social Security

Written by: Vanguard Financial Advisor Services

For most people, Social Security represents a significant source of retirement income— replacing about 40% for an average worker’s income, according to the Social Security Administration.
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A Different Dimension

Written by: Beverly Goodman

Dimensional Fund Advisors eschews stock-picking completely, and yet manages to beat the market.
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Quarterly Market Review Fourth Quarter 2013

Presented by: Dowling & Yahnke

It’s that time of the year when the talking heads of television and the prognosticators of print issue their sage outlooks for the coming 12 months. While this crystal ball gazing is always entertaining, it becomes even more so a year later.
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Stretching Your College Dollars

Presented By: Dowling & Yahnke

Lynn O’Shaughnessy, a nationally recognized college expert, journalist, and consultant, provides insights on how to stretch your college dollars.
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Dancing on the Ceiling

Written by: Jim Parker

Investors have grown weary with the periodic debt showdowns in Washington, each one miraculously resolved at the 11th hour. Some are asking whether they should wait in a safe harbor until “certainty” returns.
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