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  • Home
    • Disclosure
  • About Us
    • Blog
    • Our Videos
    • In The Press
    • E-Newsletter Sign Up
  • Our Team
    • Michael J. Garry, CFP®, JD/MBA
    • Karen Lynch
    • Jan DeProspero
  • Our Services
  • Our Book
  • Login
  • Contact Us
  • Resources
    • How Much Income do you Need in Retirement?
    • How Much To Save For Retirement
    • Fee-Only Advisors in the U.S.
    • NAPFA Blog
    • Additional Resources
Oct 31
0

Stock Market Paths, Pull Backs, Poor Memory, and what’s Normal?

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Management, Investing

This month’s Blog post comes to us from Stephen Reh, an adviser in Southern California…

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Oct 07
1

Fears That Keep you From Becoming Rich

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning, Risk
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 financial advisor in...
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May 31
0

New Department of Labor Fiduciary Rule

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning
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 year's experience in...
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Jan 26
0

Financial Literacy Starts with Budgeting

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning, Investing
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 with the basics...
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Jun 30
0

Why We Use Bond Funds

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning, Investing, Mutual Funds, Risk

Michael talks about the reasons why we invest in Bond Funds at Yardley Wealth Management.

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Jun 18
0

TheStreet. com Article- “How to Combat the Biggest Retirement Threats Baby Boomers Face”

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning, Investing

    Michael was recently mentioned in the article “How to Combat the Biggest Retirement…

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Jan 16
0

Introduction to Yardley Wealth Management, LLC

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning
https://www.youtube.com/watch?v=c1e46KXNcR4
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Dec 09
0

Don’t Get too Wrapped up in the Dow Jones

By Michael Garry Yardley Wealth Management | Financial Advisors, Investing, Predicting the Markets

I feel like I need to comment on something. As hard as it may be…

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May 07
0

Too Many Ways to Fool Yourself

By Michael Garry Yardley Wealth Management | Financial Advisors, Investing, Predicting the Markets

Nothing is as difficult for people as not deceiving themselves. While some self-delusions are relatively…

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May 14
0

Find a CFP® for your Financial Planning needs, a book isn’t enough #FinancialPlanning #CFP

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning

Many popular books tend to oversimplify things and make it seem as if anyone can…

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Mar 04
0

Not everyone can be an expert at everything #FinancialPlanning #CFP

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning

If you want to do financial planning right, find a CERTIFIED FINANCIAL PLANNER™ professional. Everyone…

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Feb 26
0

The other big reason Financial Planning is hard – bias. #FinancialPlanning #FinancialAdvisors

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning

Financial Planning is made more difficult than it has to be because most of the…

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Feb 19
0

Why does Financial Planning seem so hard? Hint – there is a lot to it! #FinancialPlanning

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning

While investments have always been difficult for consumers to figure out, the ideas behind financial…

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Feb 12
0

Choosing a Financial Planner? Here is how to find a competent one, suitable for you.#FinancialPlanners #WealthManagement #CFP

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning

You may be considering help from a financial planner for a number of reasons. Whatever…

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Feb 05
0

Is Paying a Percentage of your Investments like Paying a Commission? #Commissions #InvestmentManagementFees

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning, Investing

People often ask isn’t paying a percentage of your investment assets the same as paying…

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Jan 29
0

Who are Independent Financial Advisors and Financial Planners and how do they charge? #FinancialAdvisors #InvestmentAdvisors

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning

How do you get good financial planning and investment advice? You don’t ask your neighbor…

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Jan 15
0

Think you can handle your own Financial Planning and Investments? Think Again. #FinancialPlanning #Investments

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning

The public is misinformed about most aspects of financial planning and investments, and as the…

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Dec 18
0

Discount/Online Brokers & Mutual Fund Companies #DiscountBrokers #MutualFunds

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning

Discount and online brokers and mutual fund companies offer services that are fairly similar. Most…

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Sep 11
0

Define Your Goals with the Help of your Financial Planner #FinancialPlanning #FinancialGoals

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning

During the Second Step of the Financial Planning Process, “Gathering Data,” you will need to…

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Aug 02
0

Five Qualities to Look for When Choosing a Financial Advisor #FinancialPlanners #CFP #FinancialPlanning

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning

The following is a guest blog post by Stan Mann, a very smart and nice…

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Jul 24
0

Step 3 in the Financial Planning Process: Analyzing and Evaluating your Financial Status #FinancialPlanning

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning

The third step in the financial planning process is analyzing and evaluating your financial status. …

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Jul 18
0

Step 2 in the Financial Planning Process: Gathering Data #FinancialPlanning

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning

The second step in the financial planning process is gathering data, including your risk tolerance…

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Jul 15
0

Step 1 In the Financial Planning Process #FinancialPlanning #FinancialAdvisor #CFP

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning

The first step in the financial planning process is establishing your relationship with the planner….

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Jul 10
1

What is the Financial Planning Process? #FinancialPlanningProcess #CFP

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning

Financial planning is a process in which someone (let’s say, hypothetically, a Financial Planner) analyzes…

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Jul 06
0

Financial Planning is the Art of the Possible #FinancialPlanning #InvestmentAdvice

By Michael Garry Yardley Wealth Management | Financial Advisors, Financial Planning

Every financial planner, investment advisor, and financial pundit will tell you to maximize your 401(k)…

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NextPrevious »

Recent Posts

  • Laugh at #StockMarket Predictions and Be Wary Of #Biases
  • Don’t Just Buy Last Year’s #1 Fund #MutualFunds #Investing
  • Lots of Corporate Debt Out There…#credit #defaults #corporates

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