Kelly and Peggy will be joining Tracy Burgett in providing financial planning strategies including financial goals analysis, estate planning, education planning, tax efficiencies, college savings, social security, and executive compensation for clients.
Are you very confident that you will end up enjoying a comfortable retirement? If so, you’re in the minority. Only 18% of Americans are very confident about their future retirement prospects.
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:
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.
Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been ranked #23 on Barron’s 2017 “Top Advisor Rankings: California.”
Dowling & Yahnke is listed Top 100 largest fee-only advisors in the country by InvestmentNews.
Dale Yahnke and Mark Munoz were recently profiled in the San Diego Business Journal.
Benjamin Graham, the well-known value investor, in The Intelligent Investor created Mr. Market as an analogy to describe how the stock market works. “Every day he tells you what he thinks your interest [in your business partnership with him] is worth and furthermore offers either to buy you out or to sell you an additional interest on that basis. Sometimes his idea of value appears plausible…