Dan Yu

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  www.eisnerllp.com/Professionals/ContactForm.aspx?id=848 - [Cached Version]
  Published on: 7/8/2009    Last Visited: 7/8/2009  

  Dan Yu Eisner
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  Contact Form for Dan Yu
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  Dan Yu
  
  212.891.4176
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  Dan Yu
  
  Dan Yu is a director at Eisner. Dan provides comprehensive services to high net-worth individuals, and has served executives and employees at AT&T, Novartis, Avaya, BNP Paribas, and Tiffany & Co. Dan’s consulting services include investment asset allocation design and drafting tailored investment policy statements attendant to client’s risk profiles and investment objectives, analyzing clients’ overall balance sheet and cash flow position and modeling asset future accumulation considering various time horizons and varying assumptions, developing comprehensive goals based financial plans, and formulating financial plan implementation processes to attain financial objectives. He regularly reviews employee and executive benefit plans and provides compensation planning services, and also addresses equity compensation matters.
  
  Dan also provides tax compliance and consulting services including assisting clients to manage their exposure to Alternative Minimum Tax (AMT). He is a frequent speaker and has presented seminars to clients on various matters, including integrated retirement and investment planning, the independent analysis of life insurance and long term disability income insurance, and estate and asset protection planning and education funding. Dan provides financial education and investment planning seminars to corporate employees, and works with corporate human resource professionals to design and present related communications to employees. Dan has extensive experience in reviewing due diligence processes undertaken by open architecture investment platforms in order to determine the investment suitability for corporate employee populations, retirement plan participants, IRA investors, and high net worth individuals. He regularly interacts with independent investment managers in reviewing and discussing manager objectives, performance and style, fees, and related matters.
  
  Prior to joining Eisner, Dan was a Senior Manager at KPMG LLP and PricewaterhouseCoopers LLP in the firms’ New York City business units. He was formerly a financial analyst at Chase Manhattan Bank in the Global Investor Services Practice and the Latin America Private Banking Practice. Dan is a Certified Financial Planning (CFP®), Certified Investment Management Analyst (CIMA®) and Certified Investment Management Consultant (CIMC®) Designee, and a Registered Investment Advisor.
  
  Complete this form and submit to contact Dan Yu

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  www.courierpostonline.com/article/20081118/BUSINESS01/8 - [Cached Version]
  Published on: 11/18/2008    Last Visited: 11/18/2008  

  "This is a horrific market but if you've already made a mistake don't sit on the sidelines and compound the mistake," said Dan Yu, a certified financial planner at Eisner LLP's Personal Wealth Advisors group.
  
  Yu and many other financial planners stress that long-term investors should do all they can to avoid making panic decisions and that those who do get out should return to the market incrementally.
  
  Putting money back into the market in chunks, rather than all at once, can help investors avoid that sick feeling of seeing the market fall sharply the day after they reinvest.
  
  "Maybe you buy in 25 percent here and then see how you feel the next week," he said.
  
  Yu said investors should first determine how long they have until they need the money. Money needed in two to three years shouldn't be in stocks, he said.
  
  Longer-term investors need to be prepared for further swings in the market. The back and forth has kept market watchers guessing since Wall Street peaked a year ago. If the pros are getting jostled by the market, everyday investors are no doubt perplexed as well.
  
  "If you're diving in and out most investors are going to get hurt," Yu said.

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  www.eisnerllp.com/Nep/News.aspx?id=4131 - [Cached Version]
  Published on: 5/22/2009    Last Visited: 7/8/2009  

  Dan Yu Appears on FOX Business Channel Eisner LLP - Eisner
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  Dan Yu Appears on FOX Business Channel
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  Dan Yu, a director within Eisner's Personal Wealth Advisors Group, appeared on FOX Business News where he discussed various topics including 401K and retirement planning.

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  www.patterntrader.proboards106.com/index.cgi?board=news - [Cached Version]
  Last Visited: 2/7/2008  

  "We haven't seen something like this (steep decline) in 5 years," said Dan Yu, a Senior Manager in the personal wealth advisors group at Eisner LLC.Yu, who is also a certified financial planner said, "The discussion of sub prime will be a bit trickier, (than the market sell off) I am much more frightened of that sector.
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  "They get the pulse of things faster than others," said Yu."They have resources the general public doesn't, they have a better sense of where this trend is going to go."
  
  Yu said he has discussed the pullback as a buying opportunity with some clients.
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  Yu is also interested to see what managements have to say about a recession.He's not predicting one, but said if the mortgage crisis gets too out of hand, it's a possibility.
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  Yu said he's like to know what changes are in place in the industry so it does not revisit this issue of risky mortgages.
  
  He and others are more interested in what the executives have to say about the subprime mortgage market.

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  biz.yahoo.com/ap/070801/of_mutual_interest.html?.v=1 - [Cached Version]
  Published on: 7/8/2001    Last Visited: 8/1/2007  

  "I'm a believer in dollar cost averaging in cases where we can keep fees down," said Dan Yu, a certified financial planner at Eisner LLP's Personal Wealth Advisors group.
  
  He contends investors should make sure they're investing an adequate amount to avoid having costs like commission charges erode returns.He recommends investors invest in increments of least $1,000.
  
  Yu said some fees are worth incurring, though, if it means investors will make regular contributions.
  
  He also noted investors can use the same strategy to take money out of a market as well, selling portions of a portfolio gradually to avoid making rash moves.

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  www.news1130.com/news/business/article.jsp?content=b123 - [Cached Version]
  Published on: 12/31/2007    Last Visited: 1/1/2008  

  Dan Yu, a certified financial planner at Eisner LLP's Personal Wealth Advisors group, says his clients are often frequent travellers and have felt a pinch from the dollar.While he believes the dollar's pullback has been overdone, he doesn't expect a sharp rebound.
  
  "I do think over all the dollar is oversold but a lot of things have to be fixed first," he said.
  
  Yu said many investors worldwide have to sort out concerns about the U.S. housing market, as well as get a better sense of how many now shaky mortgages will go bad and hurt bank's finances before they'll be eager to snap up the dollar.

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  www.eisnerllp.com/Nep/News.aspx?id=2927 - [Cached Version]
  Published on: 12/28/2007    Last Visited: 12/28/2007  

  Dan Yu Quoted in SmartMoneyEisner LLP -
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  Dan Yu Quoted in SmartMoney
  
  In the December issue of SmartMoney, Dan Yu, a director with Eisner's Personal Wealth Advisors group, took part in a Q&A which discussed the best ways to reduce or eliminate gift tax liabilities when giving gifts to family.The segment is titled, "Ask Smart Money."

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  www.eisnerllp.com/Nep/News.aspx?id=2967 - [Cached Version]
  Published on: 12/14/2007    Last Visited: 1/31/2008  

  Dan Yu Interviewed by The Associated PressEisner LLP -
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  Dan Yu Interviewed by The Associated Press
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  On December 14, 2007, Dan Yu, a director with Eisner's Personal Wealth Advisory Group, was quoted in an article discussing the influence of the currently weak US Dollar on the economy as well as expectations for the dollar in 2008.The article is titled, "Dollar's Slide Adds to Rise in Prices."

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  www.eisnerllp.com/Nep/News.aspx?id=2915 - [Cached Version]
  Published on: 12/28/2007    Last Visited: 12/28/2007  

  Dan Yu Quoted in BusinessWeekEisner LLP -
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  Dan Yu Quoted in BusinessWeek
  
  On November 15, 2007, Dan Yu, a director with Eisner's Personal Wealth Advisors group, was quoted in an article discussing ways in which people can be better prepared for large expenditures related to raising children.The article is titled, "How to Pay for Kids."

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  www.eisnerllp.com/Nep/News.aspx?id=2737 - [Cached Version]
  Published on: 12/28/2007    Last Visited: 12/28/2007  

  On August 9, 2007, Dan Yu, a director with Eisner's Personal Wealth Advisors Group, appeared on TheStreet.com to discuss ways in which families can save for their children's education.The segment was titled, "Smart Savings: Prepare for College with 529 Plan".

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