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.

Is There Still Time to Contribute to Your IRA or Roth IRA for 2016?

If you would like to maximize your tax-deferred assets and you have not fully funded your traditional IRA or Roth IRA for 2016, you have until April 18 to make a contribution, since the usual tax filing date of April 15 falls on a holiday weekend this year.

Lessons About 2016 Financial Markets from “Mr. Market”

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…