Archive for Videos

Post-Election Direction

Videos, Webinarson October 29th, 2018No Comments

Voter enthusiasm for the 2018 midterm election is reaching near historic levels. No matter the result of the voter turnout or the elections themselves, it is almost certain that the votes will have an impact on the economy, the markets, and our other complex systems. After the election, we invite you to join Dr. Dave Yeske for a live webinar where he’ll share thoughts and insights on our post-election direction.

Live Webinar with Dr. Dave Yeske

Post-Election Direction

Wednesday, November 14th at 11:00am PT / 2:00pm ET

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Back-to-School: Strategies for Success

Videos, Webinarson July 26th, 2018No Comments

Although it seems like we were singing Alice Cooper’s famous song “School’s Out” just a few days ago, the reality is that the back-to-school season is upon us. And while this time of year is largely filled with school supply shopping and finding the best prices on those expensive textbooks, the season also presents a great opportunity for parents and students alike to renew their focus and ensure they’re practicing healthy habits.

With this in mind, we invite you to join our live webinar panel discussion on Wednesday, August 22 for insights from the Yeske Buie team on healthy habits related to the back-to-school season including education planning, budgeting, financial literacy, creating or reviewing your financial plan, and more.

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Live Webinar Panel Discussion

Back-to-School: Strategies for Success

Wednesday, August 22 at 11:00am PT / 2:00pm ET

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**Correction: The non-profit referenced on slide 21 is called YesToCollege.org

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SAVE – SPEND – DONATE – INVEST

Videos, Webinarson March 21st, 2018No Comments

April is National Financial Literacy Month! Considering today’s financial landscape, financial literacy is becoming just as important as any other basic survival skill. As is the case when learning any skill, financial literacy is not a one-time event, but rather a life-long learning process. In alignment with National Financial Literacy Month, we held a live webinar on Wednesday, April 18th at 11:00am PT / 2:00pm ET where we shared our insights and passion for financial literacy. Our hope for the webinar is that you’ll leave the session with the following takeaways:

  • A deeper understanding of Yeske Buie’s Financial Literacy Program and the tools and resources we extend to you, your children, and your loved ones.
  • Confidence in your ability to make financial decisions that are integrous to your goals and values.
  • A feeling of empowerment to have productive money conversations with those important to you.

2018 Outlook: Through the Looking Glass

Videos, Webinarson January 3rd, 2018No Comments

Happy New Year! We hope you will join us as we climb through the mirror and share our outlook on the economy, US and international markets, and other developments that can impact your finances in 2018.

Live Webinar with Dr. Dave Yeske

2018 Outlook: Through the Looking Glass

Wednesday, January 17th at 12:00pm PT / 3:00pm ET

 

We would also love for you to share this link with any friends, family, or colleagues who may find this webinar valuable.

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Housing Transitions in Retirement: It’s Your Move

Videos, Webinarson August 30th, 2017No Comments

Affordable, accessible, and well-located housing is central to quality of life for people of all ages, but especially as we near retirement age. As the single largest item in most household budgets, housing costs directly affect day-to-day financial security. In addition, the entire concept of what one considers a good life has many meanings. For the most part, people want an active life — physically, mentally and socially — and to serve those wishes, a living environment should offer those amenities. Education, planning and resources are the key to making the best housing choice for you.

But where do you turn to find informative and reliable resources? We hope you find the following recorded webinar a helpful place to start! In this video, special guest and well-respected life transitions expert, Dr. Jim McCabe, shares insights and resources to help you understand your options when it comes to managing housing transitions in retirement. If you are thinking about a housing transition for yourself or for a loved one, please feel free to contact our team to have a conversation about your specific needs.

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Dr. Jim McCabe is the President of Eldercare Resources. He has more than 25 years of experience in health care and long term care planning. Dr. McCabe has twice served on the Board of the American Society on Aging and is a member of the National Financial Planning Association. He is the author of the book Solving the Housing Retirement Puzzle: 20 Tips to Help You Make the Right Decision, and is a frequent contributor to journals and newsletters.

Video: Yeske Buie Investment Philosophy and Process

Economy and Investing, Videos, Webinarson July 12th, 2017No Comments

Our approach to assembling and managing client portfolios flows from our Worldview – our grounded beliefs about how the world works – which gives rise to our investment philosophy and the systematic process by which it is implemented. Learn how we implement our evidence based process for assembling and managing client portfolios in this 19 minute video.

Related video: The Wisdom of Crowds

Around the World in 60 Minutes

Economy and Investing, Firm News & Events, Videos, Webinarson March 24th, 2017No Comments

The world is in a rare state of flux, with a populist, anti-trade president newly installed in the White House, and populist, anti-EU parties on the rise all across the European continent. Economic conditions in the US and abroad, meanwhile, are showing positive trends, but it’s still to be seen whether the Federal Reserve and European Central Bank can successfully walk the thin line between growth and inflation. In this one hour trip around the world, we share our analyses and recommendations for weathering whatever may come.

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Will the Trump Administration be GREAT for Your Finances?

Videos, Webinarson January 18th, 20171 Comment

What impact will the new administration’s proposals have on the economy and the markets? How will rising interest and inflation rates impact your finances? What will happen to markets outside the US? And what about Social Security and Medicare? In preparation for the 2017 Presidential Inauguration, Dr. Dave Yeske offers his thoughts on the incoming administration. Please note that the presentation begins with 10 seconds of silence, so there’s nothing wrong with your speakers!

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Live Big® is Everywhere, Every Day, For Everyone

Fun Stuff, Videoson August 10th, 2016No Comments

Written By: Lauren Mireles, FPQPTM

Oragami CatIt’s not often that someone unfamiliar with the phrase Live Big® appreciates our worldview without additional insight. But sometimes, we find that the universe can be in serendipitous alignment. For instance, consider the following phrase: “Financial planning doesn’t just make your life better, it makes it bigger”. This sounds like a quote you may hear from anyone at Yeske Buie, don’t you agree? In actuality, we simply changed two words in a phrase that comes from a recent advertisement for Purina pet food. As part of Purina’s new “Live Big” communications campaign, the company produced a commercial that we couldn’t help but to smile and connect with. We share the commercial below and encourage you to read our own Yeske Buie “subtitles” to accompany the video.

They say ‘BIG’ like it’s a bad thing.
They say big is “indulgence”, that it means “live large”,
they say big can never be reached: Yeske Buie believes it can!
And together, we’re helping make a big difference in the lives of our Clients…
Inspecting every inch of your financial plan for quality – that’s good!
Being confident that your assets and goals are safe – that’s big!
Helping Clients worry less about financial security like they could when they were younger – that’s amazing!
Celebrating one more Live Big goal together – that’s big!
Live Big is limitless, Live Big is authentic, Live Big is for everyone, everywhere, every day.
Financial planning doesn’t just make your life better, it makes it bigger.
Yeske Buie – LIVE BIG®!

CNBC: If Millennials Can Save Money, You Can, Too

Videos, Yeske Buie in the Media, Yeske Buie Millennialon May 19th, 2016No Comments

Economy, Saving, and Investing ConceptIt was recently announced that Millennials – defined as anyone who was 18 to 34 years old in 2015 – are now the largest living generation in the United States and have surpassed Generation X to become the largest generation in the U.S. labor force. And while Millennials often face workforce stereotypes including entitlement, job hopping, and social media addiction, they are finally gaining some positive attention as leaders when it comes to saving money. A recent CNBC article by Landon Dowdy shares statistics about Millennial’s saving habits and saving tips from financial professionals including Dave Yeske.

One habit that Yeske Buie has observed with Millennials – and would recommend for those who aren’t doing it – is that they’re more inclined to use technology, including apps, to do two things: save automatically and take a data-driven approach to saving opportunistically. Dowdy shares Dave’s thoughts in her article saying, “Apps like Goodbudget, Wally or Mint can help you track all of your accounts. Take advantage of being part of a particularly tech-savvy generation and use a data-driven approach to saving,” said … Dave Yeske, CFP® of Yeske Buie.”

Additionally, Millennials seem less nervous than other generations about sharing login information in order to set up electronic money-links between their various financial accounts and also tracking systems like Mint.com. Setting up systems to automatically transfer some amount – whether $20 or $200 – every month from checking account into mutual fund or brokerage account is very powerful. Like payroll deducting into a 401(k), set-and-forget automatic transfer arrangements utilize one of the most powerful of the mental biases that the behavioral economists talk about: inertia. Once we’ve put some arrangement in place, it tends to continue indefinitely because of this bias. Harnessing it in this way takes something that in some settings could be a vice and transforms it into a virtue.

Knowledge is power, meanwhile, and as Dowdy shares in another quote from Dave, using tracking systems like Mint.com, “Not only [lets] millennials “know where their money is going — opening up the possibility of changing spending behavior — but also allows them to be aware in real time when surpluses appear that can be swept into a savings or investment account”.

To learn more tips for stashing away your cash, read Dowdy’s entire article on CNBC and watch the short informational video below.


“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson