Investment Planning

At Yoakum Wealth Management (YWM) we seek out the highest quality Exchange Traded Funds (ETFs,)  No-Load Mutual Funds, and individual stocks and bonds. We take the extra step of screening stocks and bonds to ensure you’re invested in companies with strong business fundamentals and rational valuations. We screen our Exchange Traded Funds (ETFs) and No Load Mutual Funds for the best possible diversification.