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Latest Commentary

2.26.15

Time Horizon


I was on CNBC this week debating the merits of a particular stock with an investment strategist and there was one specific line that he mentioned during our conversation that I thought was telling. As usual, I was arguing for less reactive long-term perspective on the stock we were discussing, American Express.

As a preface to my comments, I am neither advocating nor dismissing American Express as an investment opportunity at present. We cover many stocks, funds, ETF assets, and this is one we watch as well. For every asset in the portfolio, there are another three to four assets that we are examining on an ongoing basis for possible inclusion as well as substitution. So just so I'm official and in compliance with regulations, we are not telegraphing our investment actions in this discussion or implying a purchase or sell decision.

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Welcome to Destination Wealth Management

At Destination, we offer our clients a unique experience in a fee-based wealth management firm; first class investment research, disciplined portfolio management, and prudent financial planning advice provided by knowledgeable and experienced advisors. Our portfolio strategies are designed for the unique needs of each of our clients. As a wealth management firm, tailored solutions that meet varied client needs is our highest priority.

We welcome your interest in Destination Wealth Management. Please contact us should you require additional information at info@destinationwm.com

Recent awards: Barron’s "Top 100 Independent Advisors"

We are pleased to announce that Michael Yoshikami has made Barron's1 "Top 100 Independent Advisors" list for six years in a row! He has made the list for the sixth consecutive year (2009 - 2014).


1 Barron’s “Top 100 Independent Advisors” is based on the volume of assets under management, revenues the advisor generate for their firm and the quality of their practices. The scoring system assigns a top score of 100 and rates the rest by comparing them to the winner. The Barron’s award is not indicative of Destination Wealth Management future performance.

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At Destination, we offer our clients a unique experience in a fee based wealth management firm; first class investment research, disciplined portfolio management, and prudent financial planning advice provided by talented and experienced advisors. Continue Reading >

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