Michael Yoshikami, Ph.D., CFP®, is CEO and Founder of Destination Wealth Management and Chairman of DWM's Portfolio Strategy Committee.
Founded in 1986, Destination is a San Francisco Bay Area-based independent firm that provides fee-based wealth management services to institutional and individual investors. Michael was named by Barron's as one of the "Top 100 Independent Financial Advisors" six years in a row (2009 – 2014).
Michael has over 30 years of experience in the investment management and financial planning field. He oversees the economic viewpoints of the firm and the integration into client portfolios. As Chairman of the Portfolio Strategy Committee, he oversees the macro tactical asset allocation weightings for client portfolios. Additionally, he works with Destination's investment team in integrating behavioral investing strategies with the firm's core fundamental perspective.
Michael provides commentary to Reuters, Dow Jones, the Wall Street Journal, and other international publications and publishes a weekly investment market/investing report that examines the macro environment and its impact on investment decisions.
He holds a Ph.D. in education, and has earned the Certified Financial Planner (CFP®) designation.
Follow Destination Wealth Management on Twitter @DestinationWM.
Since the price of gold spacer has not ratcheted up in this latest Europe driven downturn, some say surely that must mean that the wisdom of owning gold is now null and void. I disagree; gold should still be a part of your investment plan.
Investor panic and euphoria is an amazing thing. Take the example of Apple and investor's perspectives on yesterday's earnings report. There is no better example of investor tendencies to react emotionally that the recent angst regarding recent Apple share price movement.
Clearly, we are in an unprecedented time in economic history of the United States. And the Federal Reserve stands as the activist institution holding the strings to the future of economic recovery.
It's iPad week. Expect the usual frenzy around Apple's latest product launch. In our discussions with Apple watchers, we expect a significant upgrade including better display and LTE support.