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.
Have you completed your tax returns yet?
If not, there is still time to make sure that you claim every deduction for which you qualify.
Here are 20 common deductions:
Dowling & Yahnke is listed Top 100 largest fee-only advisors in the country by InvestmentNews.
“The Dow Jones industrial average failed yet again last week to clear the magic 20,000 mark, but it will someday. Grant Webster, a portfolio manager with Dowling & Yahnke in San Diego, tells us how to invest in a record-level stock market.”
Financial Planning Magazine’s 2017 ranking of "Top 150 RIA Leaders" listed Dowling & Yahnke #21.
Claiming Social Security benefits at the earliest eligible age of 62 is not a smart financial move for most people.
Sixty-five percent of couples raising children under the age of five are in the workforce. This creates a huge expense for many parents who often must grapple with child care bills.
Mutual funds are an excellent way to diversify your investments.
The Centers for Medicare and Medicaid Services announced that monthly premiums for Medicare will be increasing next year. Seventy percent of Medicare beneficiaries are protected by the “hold harmless” provision, which says benefit checks cannot decrease due to Medicare increases. The provision was triggered by the small 0.3% cost of living increase to Social Security for 2017. If you are covered by the hold harmless provision and you are currently paying $104.90/month, your premium will increase to $109/month.
It’s Medicare open enrollment season again.