Yale Bock

CFA
Personal Finance, Investing, Small Business
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“With over 15 years of analyzing equity investments for clients, Yale Bock is committed to giving his clients special attention in creating accounts which are tailored to meet their specific life goals.”
Firm:

Y H & C Investments

Job Title:

President & Owner

Biography:

Yale Bock is the owner and operator of Y H & C Investments, a registered investment adviser (Nevada and FINRA licensed) located in Las Vegas, NV.  All operations are directed by Yale and he is responsible for the investment research, portfolio management, asset allocation, trading decisions, trade execution, risk management, and any client communication.

Y H & C Investments is a boutique registered investment advisor based in Las Vegas, NV. The company offers asset management services which include strategic asset allocation, tactical asset allocation, investment research, portfolio management, portfolio measurement and assessment, diversification and hedging, and financial documentation and customer support. The mission of the company is to help people reach their financial goals and objectives.

Yale has been investing his own capital for 20 years and client money since 2004. Yale earned a B.A. in economics from UC-Irvine in 1989, and an M.B.A from UC-Irvine in 1991. He earned the right to use the Chartered Financial Analyst designation in 2007.

Education:

BA, Economics, University of California, Irvine - The Paul Merage School of Business

Assets Under Management:

$10 million

CRD Number:

129823

Disclaimer:

Disclosure

Investing money in capital markets involves risk and could result in losing money.  Past performance is no guarantee of future results. Future results are likely to be different from past performance. All equity portfolios involve risk and may lose money. One should research any investment and make sure it is suitable with your objectives, risk tolerance, risk profile, liquidity considerations, tax situation, and anything else pertinent to your financial situation. Also, attaining or holding the CFA credential in no way suggests performance will be superior than a market index or market return.

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How do I invest my saved money with a very cautious approach?

You are asking quite a good question and thank you for it.  First off, you should keep your age and financial goals in mind.  The younger you are, the more aggressive you can afford to be.  As one gets older, most people don't have the convenience of being able to be aggressive. That being said, you might consider the approach of spreading it around in a variety of different asset classes.  5-10% percent should go to cash and CD's, 40% or so in a variety of fixed income instruments (treasury bonds, municipal bonds, corporate bonds, international sovereign bonds), and 50% or so into various equity classes (S&P 500 index fund, Dow Index Fund, Nasdaq Index, MSCI Index Funds).  For the bonds and stocks, use index funds and look at Vanguard, T Rowe Price, Fidelity etc for the lowest cost funds- you will pay very little expenses.  If you want to diversify even further, take 10-20% out of the stocks and or bonds and include real estate (REITS) and commodity index funds.  I hope this helps answer your question.  

 

Yale Bock, CFA

Y H & C Investments

2 weeks ago
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