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.
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.
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.
Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been ranked #23 on Barron’s 2017 “Top Advisor Rankings: California.”
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…
This fall marks the start of major changes in how parents of college students will seek financial aid. The new rules, which took effect October 1, are expected to make the financial aid application process less stressful for parents and allow them more time to make important financial decisions.
When a marriage ends in divorce the finances of the former spouses will often take a hit.
Making mistakes during the breakup can make the financial penalty for divorcing even worse. Here are eight common mistakes to avoid when married couples part ways:
At a time when political issues are front and center, what is the best way to approach investing? Should you make changes to your portfolio to minimize political risk?
As part of our constant effort to improve your service experience, Dowling & Yahnke is vigilant regarding the security of your personal and financial information. With this in mind, we share this article from the Miami Herald below to draw attention to the importance of verifying financial transactions by phone.