DeYoe Wealth Management

In the Media

 

Press Releases

 

November 26, 2014 BERKELEY, Calif., (November 26, 2014 /Marketwired) DeYoe Wealth Management, Inc. Welcomes David Glotzer to the Team

April 16, 2014 BERKELEY, Calif., (Apr 16, 2014 /Marketwired) Jonathan K. DeYoe Announces Forward Giving

February 16, 2014 BERKELEY, Calif., (Feb 16, 2014 /Marketwired) Jonathan K. DeYoe Announces That DeYoe Wealth Management, Inc. Is Now a Registered Investment Advisor

March 19, 2013 BERKELEY, Calif., (Mar. 19, 2013 /Marketwire - Mar 19, 2013) DeYoe Wealth Management Celebrates Fundraising Success for Alameda County Independent Living Skills Program

March 7, 2013 BERKELEY, Calif., (Mar. 7, 2013 /Marketwire - Mar 7, 2013) DeYoe Wealth Management Hosts 2nd Annual International Women's Day Event to Benefit Wardrobe for Opportunity

April 13, 2012 8:30 AM EDT BERKELEY, CA - (Marketwire -04/13/12) - DeYoe Wealth Management Advises Clients to Prepare Now for End of Bush Tax Cuts

March 10, 2012 8:45 AM BERKELEY, CA - (Marketwire) -- 03/01/12 - DeYoe Wealth Management Presents "Women -- A Force for Change" Event in Honor of International Women's Day

June 24, 2009 13:02 ET BERKELEY, CA - (Marketwire - June 24, 2009) - San Francisco Bay Area's DeYoe Wealth Management Cautions Economic Recovery May Be Slow and Volatile

July 22, 2009 1:43pm EDT BERKELEY, CA, Jul 22 (MARKET WIRE) - Berkeley, CA's DeYoe Wealth Management Provides Five Questions to Ask When Choosing a Financial Advisor

June 15, 2009 1:01pm EDT - BERKELEY, CA, Jun 15 (MARKET WIRE) - Dad's Investment Strategies Might Not Be Cause for Baby Boomers to Celebrate on Father's Day

 

DeYoe in the News

 

 

MarketWatch - Do Chefs make better advisorsJune 21, 2013 - Wall Street Journal - Their Goal: More Clients

"When picking a financial adviser, most investors look for someone with the proper credentials and a good sense of how the markets move.

But clients who come to Jonathan DeYoe, an adviser based in Berkeley, Calif., get a little something extra: a bit of Buddhist wisdom.

A little more than a decade ago, Mr. DeYoe was an academic who focused on Buddhist philosophy and practice. Then he found his true calling and traded the life of a scholar for that of a market seer.

"Buddhism specifically talks a lot about the human condition—we are attracted to pleasure and avoid pain," Mr. DeYoe says. "This mirrors the fear and greed cycle of markets."

People looking for a new adviser will find that Mr. DeYoe is hardly alone in making a switch from another field into financial advice.

Some career-changers bring experience that can help them better understand clients' challenges, experts say. But before hiring one, investors should make sure that they also have sufficient expertise to manage their money. " Read more

 

MarketWatch - Do Chefs make better advisorsJune 21, 2013 - MarketWatch - Do Chefs Make Better Financial Advisers?

"When picking a financial adviser, most investors look for someone with the proper credentials and a good sense of how the markets move.

But the clients who come to Jonathan DeYoe, an adviser based in Berkeley, Calif., get a little something extra: a bit of Buddhist wisdom.

Bernie Wolfe, a hockey goalie-turned-financial professional, during his time with the NHL’s Washington Capitals.
A little more than a decade ago, DeYoe was an academic who focused on Buddhist philosophy and practice. Then, he found his true calling and traded the life of a scholar for the life of a market seer. Still, DeYoe says there’s a strong connection between his old and new professions.

“Buddhism specifically talks a lot about the human condition — we are attracted to pleasure and avoid pain,” DeYoe says. “This mirrors the fear and greed cycle of markets.”

DeYoe is hardly alone in making a switch from another field into financial advice. If anything, he represents a broadening trend in the financial industry, where brokerage houses and independent companies alike are hiring career changers of all sorts, from drill sergeants to doctors, teachers to tech-industry types. In fact, a new survey by Cerulli Associates, a Boston-based company that tracks the financial world, found that just 11% of the current pool of 300,000-plus advisers began their careers as advisers. The rest came from such professional tracks as sales (14%), accounting (7%), education (4%) and even law (1%). " Read more

 

 

 

Investing in Women Newsletter - Spring 2013May 2013 - PAX World Investments, Investing in Women Spring 2013 Newsletter - Advisor Profile

"Comprising a team of five, DeYoe Wealth Management provides wealth planning, accumulation, and preservation to about 160 families. Jonathan’s career started in 1995 and includes tenures at Morgan Stanley, UBS PaineWebber and Salomon Smith Barney. He founded DeYoe Wealth Management in 2002. Active in his community, Jonathan is a member of the Sustainable Business Alliance, is on the board for the Institute for Environmental Entrepreneurship, is a Berkeley Rotarian, and coaches youth soccer. DeYoe Wealth Management is active in the Berkeley Chamber of Commerce and in the world of sustainability." Read more

 

 

 

Yahoo FinanceApril 13, 2012 - Yahoo!Finance - DWM Advises Clients to Prepare Now For The End Of Bush Tax cuts

 

 

 

 

 

 

 

Daily Finance

March 1, 2012 - DailyFinance - DWM Presents "Women... A Force For Change In Honor Of International Women's Day."

 

 

 

 

 

 

Reuters 5 Questions

July 22, 2009 - Reuter's - DWM Provides Five Questions to Ask When Choosing a Financial Advisor

 

 

 

 

 

 

 

Market Wire CautionsJune 24, 2009 - MarketWire - SF Bay Area's DWM Cautions Economic Recovery May Be Slow and Volatile

 

 

 

 

 

 

Reuters DadsJune 15th, 2009 - Reuter's - Dad's Investment Strategies Might Not Be Cause for Baby Boomers to Celebrate on Father's Day



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