The Yeske Buie Team invites you to an open house in our San Francisco office

Firm News & Eventson September 19th, 2011No Comments

Drop by our San Francisco office and meet the staff!

Wine, beer, soft drinks, and snacks will be on hand, as will staff from both our Virginia and San Francisco offices. Join us and put faces to names. For those who cannot attend, we hope to have a live webcam, details to follow.

Dress is casual.

We look forward to seeing you there!

The Yeske Buie Team

When: Wednesday, October 12 from 4:00 PM to 6:00 PM

Where: 220 Montgomery Street, Suite 900, San Francisco, CA 94104

Webinar Invite: Economic Vomitility and Financial Planning as Dramamine

Firm News & Events, TheLiveBigWay® Digeston September 7th, 20112 Comments

If wild market gyrations have been leaving you feeling a little queasy, please take a moment to register for our upcoming presentation. In this webinar, we’ll explore the underlying causes of the recent increase in financial market volatility (or vomitility, as a friend of ours recently named it) and what it may be telling us about the wider economy. We’ll also review the ways in which financial planning, like Dramamine, can provide relief from the worst of the market-induced motion sickness.

A recording of this webinar is now available.

The Yeske Buie Team

Yeske Buie Live Big® Digest

Firm News & Events, TheLiveBigWay® Digest, Yeske Buie in the Mediaon March 4th, 2011No Comments

As another week draws to a close, we realized that we had enough news and housekeeping items to justify another edition of the Live Big Digest.  We hope you’re doing well and preparing for a restful weekend break.

Client Appreciation Events
We’ll be holding an open house in the Vienna office on March 23 from 4:00 PM to 6:30 PM.  Wine, beer, soft drinks and the chance to meet staff from both offices will be on offer.

Mark your calendar for the San Francisco Open House, which will be held on Wednesday, October 12.

Yeske Buie on Top Wealth Advisor List
The San Francisco Business Times named Yeske Buie a top wealth advisor in its 2011 rankings. The list was compiled by NABCAP, which conducted an independent evaluation of firms based financial planning, investment planning, accountability, education, credentials, cost, disclosure, technology, performance, and client education model, among other things.

Required Minimum IRA Distributions
If you’re subject to required minimum IRA distributions, you can expect to receive your payout by the end of July.  We’ll be raising cash by the end of May, sending you distribution paperwork by the end of June, and processing distributions by the end of July.

Tax Return Request
As always, we look forward to receiving a copy of your 2010 tax return as soon as it’s available.

DFA Tops Barron’s/Lipper Rankings
Dimensional Fund Advisors was ranked number one among US Equity Funds in the annual Barron’s/Lipper rankings. According to Barrons, DFA did well because “the mutual-fund families that delivered the best overall returns for their shareholders didn’t take money off the table, flee to defensive stocks or hide in Treasury bonds,” It also helped that DFA focuses on small company and value stocks.  It was nice for once to see a fund topping one of these lists for all the right reason!
http://tinyurl.com/67h7esp

“Groundhog Day”

Firm News & Events, Webinarson October 15th, 2010Comments Off on “Groundhog Day”

“History may not repeat, but it sure does rhyme.” Mark Twain

Our latest webinar was a review of some of the enduring characteristics of the economy and the markets and how, even amidst the seeming chaos, it’s still possible to craft investment strategies that can carry us to our goals.

http://www.yebu.com/wp-content/uploads/2010/11/2010-11-18-09.01-Groundhog-Day.wmv
(left-click to stream or right-click and choose “save target as” to copy to your desktop)

Slides only in Adobe Acrobat format
Windows users can right-click and choose “Save Target as . . .” to download the file


“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