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 InvestmentNews’ 40 Under 40 list for 2019. Grant was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals.

15 Questions to Ask a Financial Advisor

The federal regulation that was intended to protect retirement investors from dubious financial advice is in jeopardy. The April implementation of the Department of Labor’s fiduciary rule that was six years in the making may be postponed.

The purpose of the rule is to require financial professionals to act in the best interest of their clients. That might seem like something that isn’t necessary to legislate, but brokers, insurance agents and others in the financial industry are routinely recommending investments that promote their employer’s financial bottom line and not their clients.

Regardless of what happens to the DOL’s fiduciary rule, you need to ask questions to boost the chances that a financial professional will always act in your best interest. Asking questions can also increase the chances that you’ll find an advisor who will be an excellent fit for your needs.

10 Things You Should Shred

It’s almost time for spring cleaning.

While you’re thinking about what needs cleaning in your house, don’t forget to declutter by getting rid of unnecessary documents.

When contemplating this thankless task, a major hang-up, besides time, is determining what you can safely toss. Or better yet, shred, so the documents don’t fall into the wrong hands.

Here are 10 things you can safely shred: 

Dale Yahnke Honored in Barron's: One of Twelve U.S. Advisors on Its "Top 100 Independent Advisors" Ranking Every Year

In this week’s publication, Barron’s honors a select group of twelve U.S. financial advisors, “Our Independent Advisory All-Stars.”  Dale Yahnke and eleven other advisors have been selected each of the last ten years to the Barron’s “Top 100 Independent Advisors.”  Starting in 2007, Barron’s has conducted this annual survey to determine the ranking of the top 100 independent advisors in the United States.  

Quarterly Market Review Second Quarter 2016

According to the advance GDP estimate released by the Bureau of Economic Analysis (BEA) on April 28, annualized real US GDP growth was 0.5% in the first quarter of 2016—below the historical average of 3.2%.This might prompt some investors to ask whether below-average quarterly GDP growth has implications for their portfolios.

Steps a Widow Should Take

The death of a spouse is one of the most traumatic experiences that someone will ever experience. It can also be a costly one,  if the right steps aren’t taken.

In most cases, the husband dies first which leaves his widow struggling to deal with his passing both emotionally and financially.

Here is some advice for widows which holds true for widowers as well.

Retirement Planning

Retirement planning has changed over the last decade.  There is a lot more to retirement planning today than simply saving money.  Millions of Americans worry they will not have enough money to live comfortably once they stop working.  The decisions you make today will have an impact on how you live tomorrow.  There are many issues to consider as you approach retirement.  How much should you save each year while working? At what age should you stop working?  Should you work part-time for a while?