DeYoe Wealth Management


Advice IQ - An Optimism EquationDecember 31, 2012 - AdviceIQ - An Optimism Equation

"Alarmist headlines can lead you to believe that the economy and companies are doomed in the future. But if you take a step back, you see that consumers will continue to drive the world economy, and the future for equities should be good in the long term.

From my 17 years of experience as an advisor and readings that go beyond simple sound bites, I created my own admittedly crass but wickedly simple equation that reminds us that human beings, are moving in a specific direction. This supports my positive outlook for the future. We are progressing.

Here is the equation: ..." Read more




September 10, 2012 -- Advice IQ -- Saving for Emergencies (pdf)










August 9, 2012 -- Advice IQ -- Buy or Lease Business Space (pdf)











June 30, 2010 -- East Bay Express Zenterprise Finance -- Crafting an Elegant Exit Strategy for Your Small Business   (pdf)












FA Magazine Funny Name Serious BusinessApril 4, 2012 - Financial Advisor - Funny Name Serious Business Clients

"There’s no shortage of online outlets trying to match financial advisors and potential clients. Add to that list NerdWallet, a San Francisco-based consumer finance Web site that helps folks find the best deals in areas ranging from credit cards and travel to college scholarships and personal finance.

In late February, the company launched its Web-based “Ask an Advisor” platform ( where consumers ask financial questions and participating advisors respond with written comments and an accompanying photo of themselves. Clicking on the photo takes you to an advisor’s personal NerdWallet page containing a brief bio, along with contact information and a link to the advisor firm’s Web site. Advisors have the option to post short videos on their page where they tell viewers something about themselves and their advisory practice." Read more








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