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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    Military / Veterans, Investing, Starting Out
What are the best investment vehicles for a young, new investor looking for simple, long-term investments?
100% of people found this answer helpful

You are asking a great question and thank you for it.  First, open an online brokerage account at a online custodian like Fidelity, Td Ameritrade, Schwab, Etrade, or something even free like Robinhood.  Next, just to get started, invest in index funds like an S&P 500 Index, a Dow Index, a Nasadaq Index, or an MSCI Index (International).   Vanguard offers very cheap indexes.   If you use exchange traded funds that mimic those indexes, the costs can also be reduced.  Also, I would suggest you reinvest the dividends over the long term as it makes a huge difference, especially starting young as you are.  Good luck with your investments.

 

Yale Bock, CFA

Y H & C Investments

4 days ago
    Marriage / Divorce, Retirement, Investing, Asset Allocation
How do I evaluate my portfolio's performance compared to averages?
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June 2018
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How can I know if my current mutual funds investments are performing well compared to market indexes?
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With so many sector and sub-sector ETFs, is it wise to take individual stock risk in my account?
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How can I gauge how wisely I'm investing my money?
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June 2018