Is Financial Planning a Pandemic Necessity? By Michael Garry Yardley Wealth Management Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith...
Read MoreMindset Mastery Podcast by NAPFA: "Anything is Possible" with Michael Garry This past month, I had the honor of being interviewed by Marie Swift for the NAPFA Mindset Mastery...
Read MoreWhy We (Still) Use DFA Funds Recently, a journalist asked me why Yardley Wealth continues…
Should Pre-Retirees Take a New Look at #Retirement Income? By Michael Garry Yardley Wealth Management May 21, 2020 I recently was interviewed for an article in a national publication on retirement...
Read MoreClick the image above to watch video Who is buying negative-yielding bonds? My name's Mike Garry, and my company is Yardley Wealth Management. We're a fiduciary, fee-only financial planning and...
Read MoreClick image above to watch video When is small-cap value coming back? Mike Garry and my company's Yardley Wealth Management. We're a fiduciary, fee-only financial planning and wealth management firm...
Read MoreI saw an article recently saying that a lot of small advisory firms don't have a backstop for if a financial advisor does something wrong. The article suggested that there...
Read MoreI want to talk to you today about something that may seem counter-intuitive. I’m a…
Are You Spending A Lot of Money On Sports For Your Kids? The reality is that less than 2% of high school athletes get scholarships to play college sports. By Michael J....
Read MoreThe government is really good at catching insider trading. Sometimes people call us and ask…
How the Financial Planning Process Creates Change Our blog exchange continues and this month we have a blog from Rich Feight, CFP®, EA. As the financial planning industry transitions...
Read MoreSome People Call Me the Space Cowboy No they don’t. Not one person does….
Rightsizing This month’s blog post comes from Warren A Ward, CFP® of Warren Ward…
Our blog post today is from Ann Garcia, CFP®, of Independent Progressive Advisors, aka The…
This month we have a guest blog post from Dave Fernandez, CFP® who is a…
This month’s Blog post comes to us from Stephen Reh, an adviser in Southern California…
Share Tweet Share I’d like to thank Phillip Christenson, CFA for today’s post about the fears that keep you from becoming rich. Phillip is a Chartered Financial Analyst (CFA) and...
Read MoreShare Tweet Share This month’s blog post comes from a long time friend and colleague of mine, Greg Phelps of Redrock Wealth Management in Las Vegas, Nevada. I hope you...
Read MoreShare Tweet Share This month we have a guest blog post from Dave Fernandez, CFP® who is a native of Arizona and has over 20+ years of experience. He started...
Read MoreShare Tweet Share The idea of sitting down with your family and discussing a plan for the future – in terms of wealth inheritance and transfers – may seem daunting...
Read MoreShare Tweet Share I’d like to thank Greg Johnston, CFA®, CFP®, CPWA®, QPFC, AIF® for today’s guest blog post on the Department of Labor's new fiduciary rules. Greg has over 25...
Read MoreShare Tweet Share While I always caution not to get too wrapped up into short-term results, the rebound from the depths of February has been nice. So now when the...
Read MoreShare Tweet Share Retirement can spark both stress and disagreement in an otherwise contended marriage. After years of happy, healthy wedded bliss, sometimes one or both spouses are surprised to...
Read MoreShare Tweet Share Financial literacy doesn’t happen overnight. Just as a child learns to become literate through reading and writing, people become more financially literate in a gradual way, starting...
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