Recent Commentary

TheLiveBigWay® Digest – Stone Foundations and Family Trees

TheLiveBigWay® Digeston August 27th, 2015No Comments
WSJ: Five Bedrock Principles for Investors

IStone Columnsn a recent article in the Wall Street Journal Five Bedrock Principles for Investors, Morgan Housel reviewed five principles investors can use to maximize the long-term returns from their portfolios. Given the volatility of the markets over the past year, we thought a review of these principles would serve as a timely reminder that “most of what matters in investing involves bedrock principles, not current events.” Read on for a detailed list of each principle and to see how Yeske Buie’s investment philosophy aligns with Housel’s principles.

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Dimensional Stories: Things Really Add Up Over Time

An Hour GlassThe last video of the Dimensional Stories series features David Booth describing how Dimensional looks for ways to add value at every step of the investment process. As has so often been the case, we find this video to be particularly congruent with our approach and philosophy. At Yeske Buie, we too believe that, in the long run, small differences really do “add up” and this belief guides us as we seek new ways to add value. We encourage you to read on for examples of some of our value add initiatives and to see how the values highlighted in this video align across the two firms.

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Climbing the Family Tree

Family DesignWhen meeting with Clients, we sometimes explore their personal history by asking questions about childhood money memories. What we learn is always focused on the important people in their lives and almost invariably, it is about far more than money, encompassing also the memories they hope to eave their loved ones and the values they hope to impart. All of which makes us think about our own families and the legacy we have received and hope to bequeath. Today, in light of our reflection, we share the family trees from a variety of our team members. Despite having a “template”, it’s interesting to note that no two trees look alike. We hope you enjoy climbing our family trees and we encourage you to use the blank template to share your family tree with us!

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The Financial Planning Team Enjoy FPA Far West Round Up

Financial Planning TeamThe Yeske Buie Financial Planning Team attended the 2015 Far West Round-Up Conference on the UC Santa Cruz campus from Thursday August 13 to Sunday August 16. The team has been attending this informal, retreat-style gathering of financial planners for several years now with Dave serving his sixth term as Sheriff. The intimate environment creates a comfortable space for dedicated practitioners to engage in thought-provoking discussion and invite guests to speak to the energetic group. We will be sharing some of the insights gleaned from the conference in the next Digest but for now, we hope you enjoy some of the photos from the event.

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Where in the World is the Live Big® Glass?

WWLBG - COMPRESSEDWe continue to receive pictures of those using their Live Big glasses  as part of our summer campaign to show off the Live Big glass in the United States and around the world. Today we share two pictures of individuals toasting to their new homes – one in London, England and one in San Francisco. If you have a picture you’d like to share, feel free to send it to Lauren@YeBu.com who will ensure it will be included in the campaign on our social media sites and in a gallery on our website. We look forward to seeing your pictures!

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TheLiveBigWay® Digest – Digital Decisions

TheLiveBigWay® Digeston August 13th, 2015No Comments
Estate Planning for Digital Assets

touch- tablet in hands Business manIt is no secret that we are rapidly becoming an ever more paperless society. This doesn’t mean that we are maintaining less “stuff”, however. In fact, I’d be inclined to believe the opposite. With mobile technology a societal norm, we are replacing all our physical information and documents with digital versions. Instead of letters, we have emails. Instead of photo albums, we have Facebook. However, whether your “stuff” is in your desk or in the cloud it is just as important to make sure that there are appropriate instructions for what to do with everything once you are gone. With this in mind, we offer some helpful questions for you to consider in order to make sure that your digital assets are as well planned for as your physical assets.

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Kiplinger: Retirees, Should You Rent or Buy Your Home?

Owner, Renter Green Road Sign Over CloudsIn a recent article from Kiplinger’s Personal Finance, Jane Bennett Clark reviews the pros and cons of renting vs. buying for retirees looking to downsize their living space. While the article specifically addresses retirees, the decision between renting vs. buying is becoming more prevalent for all age groups. Throughout the article, Clark describes the advantages of renting and the advantages of buying as it relates to a retiree’s decision to downsize their home and enlists Dave’s expertise regarding the decision. Here we share Dave’s thoughts on the advantages of renting and a summary of Clark’s review of the article “Retirees, Should You Rent or Buy Your Home?”.

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Introduction to DocuSign®

Business man with note book up closeYeske Buie is pleased to announce that Schwab now provides the ability to open accounts and process certain service requests more efficiently using DocuSign. With DocuSign, you will be able to sign and approve service requests electronically, bypassing the typical process of printing paperwork to sign, scan and return to Yeske Buie. In the near future, we will begin using DocuSign for requests that we feel would be more efficiently handled using this software. In preparation for this change, we offer an introduction to DocuSign so that you can feel more informed if/when you receive paperwork via this method. We encourage you to read more to learn why we feel DocuSign will save you time and effort and what you can expect as we begin to use this service.

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Financial Planning Competency Handbook, Second Edition

Certified Financial Planner Board of Standards, Inc. announced that it has completely revised and updated it’s popular reference guide for financial planning students and practitioners. Elissa and Dave contributed 30 chapters to the original Handbook as members of a select team of practitioners and academics invited to write this comprehensive guide to financial planning. In the fully updated second edition, Elissa and Dave collectively contributed over 20 chapters on topics including Economic Concepts, Investment Strategies, Estate Tax Compliance and Tax Calculation, Gifting Strategies, Retirement Income and Distribution Services and more. Read on to learn more about the revisions and the thoughts from the book’s editor, Dr. Charles Chaffin.

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Where in the World is the Live Big® Glass?

WWLBG - COMPRESSEDWe continue to receive pictures of those using their Live Big glasses  as part of our summer campaign to show off the Live Big glass in the United States and around the world. Today we share pictures of the glass in a Las Vegas suburb and in San Francisco’s Golden Gate Park.  If you have a picture you’d like to share, feel free to send it to Lauren@YeBu.com who will ensure it will be included in the campaign on our social media sites and in a gallery on our website. We look forward to seeing your pictures!

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TheLiveBigWay® Digest – A Wall of Worry

TheLiveBigWay® Digeston July 30th, 2015No Comments
A Wall of Worry

EXTRA NewsWe wrote about the renewal of the Greek debt crisis a month ago, noting that it was “like deja vu all over again,” mirroring the Greek debt crisis we were writing about back in October of 2011 (Beware of Greeks Bearing Gilts), when the markets were also in turmoil.  The apparent resolution of Greece’s standoff with the Troika of European Commission, European Central Bank, and International Monetary Fund has allowed the world to now turn its attention to China, where fear of a slowing economy caused the country’s main stock market to recently plunge 8.5% in a single day.  What are we to make of all this? Read on as we retrace our steps to this present day and explain why we feel – as is almost always the case – it’s best to ignore the headlines.

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The 20 Fears That Are Keeping You From Being Rich

Senior Worman with Piggy BankA recent article by Lou Carlozo, The 20 Fears That Are Keeping You From Being Rich, outlines behaviors that oftentimes come between you and your potential wealth. It seems ironic that while many feel additional wealth would be the answer to their financial fears, it may be fear that is holding them back from the additional wealth. Dave contributed his thoughts for Lou’s article to help identify and mitigate the fears that may be coming between you and your potential wealth. See Dave’s thoughts and read the inspiring quote we infuse into our culture at Yeske Buie as a reminder to lose those fears and replace them with powerful thoughts.

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Yeske Buie’s Internship Program: Good For the Company and for the Intern

Taylor and AvivYeske Buie believes in supporting and fostering education and ingenuity of our youth. Because of that strong belief, we have a very vibrant internship program in both of our offices. Interns bring novel perspectives, fresh ideas, and specialized strengths and skill sets – all while augmenting our firm’s capacity. But what exactly do Yeske Buie interns do? How does a robust internship program help Yeske Buie? How do interns impact my experience as a Client? Learn the answers to these questions and more as we reveal why we are passionate about our internship program and and why we believe it provides a multitude of benefits to all involved.

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Meet the Team: Aviv Florenthal and Taylor Agostino

Aviv and TaylorThis summer, Yeske Buie has hosted two interns in our San Francisco office, Aviv Florenthal and Taylor Agostino from William Patterson University. The pair are majoring in Financial Planning, have had a variety of internship experiences, and are top-notch students at their university. And while it’s easy to group these interns as a pair, each individual has shown their unique strengths throughout their internship and have contributed to the firm in a variety of ways including revamping our summary templates to include more valuable and pertinent information for our Clients. In this edition of Meet the Team, we learn more about Taylor and Aviv’s role as interns at Yeske Buie and as the next generation of Financial Planners.

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Where in the World is the Live Big® Glass?

WWLBG - COMPRESSEDWe are in the midst of our summer campaign to show off the Live Big glass in the United States and around the world. Our most recent pictures are from individuals celebrating the summer – whether that means toasting to the USA Women Team’s World Cup Victory or enjoying their glass during a week long eccentric Japanese Boro class. If you have a picture you’d like to share, feel free to send it to Lauren@YeBu.com who will ensure it will be included in the campaign on our social media sites and in a gallery on our website. We look forward to seeing your pictures!

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TheLiveBigWay® Digest – Healthy Habits

TheLiveBigWay® Digeston July 16th, 2015No Comments
Healthy Technology Habits

Identity protection has never been a hotter topic, and it seems as if securing your identity is growing more challenging by the day. Hackers, phishers, and identity thieves continue to find new ways to cause security breaches and infiltrate peoples’ databases, email, and financial accounts. As identity theft becomes a growing issue, you may be asking yourself: What can I do to guard against identity theft? What is Yeske Buie doing to guard my information against identity theft? Today we offer several healthy technology habits that we follow at Yeske Buie as well as those you can practice yourself to help keep your identity safe.

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San Francisco Chronicle: Money Tips for the Newly Married

The engagement of a couple instantly triggers a waterfall of congratulations, wedding plans, and questions for the bride and groom-to-be. And while most couples consider the financial costs associated with their big day, it can be easy to overlook the legal, tax, and financial decisions that result from getting married. Dave recently spoke with Kathleen Pender, business columnist for the San Francisco Chronicle, about money tips for newly weds. See what Dave suggests engaged couples should do prior to their marriage to ensure they are on the same page before saying: “I do.”

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Dimensional Stories: The Impact of Indexing

Directions of business concepts with solutionThe fourth of the Dimensional Stories five-part video series is titled Dimensional Stories: The Impact of Indexing. This video features founder and co-CEO of Dimensional, David Booth, reflecting on the early days of indexing and the impact indexing has had on the investment world. In the video, Booth notes the importance of having an investment approach that Clients are willing to stick with. Similarly, Elissa and Dave have worked, for nearly a decade, to define the characteristics of an ideal financial planning policy as Clients and planners alike often struggle to stay the course when it comes to financial planning; Elissa and Dave have defined this as Policy-Based Financial Planning. We encourage you to read more about Policy-Based Financial Planning and to watch the video to see how Yeske Buie and Dimensional’s views align.

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Ask Elissa and Dave

yeske-buie-02Today’s Ask Elissa and Dave question helps distinguish the difference between financial literacy and financial planning and discusses when it is appropriate to start thinking about these topics. Read Elissa’s answer to the question and stay tuned to future Digest posts for more. If you have a question for Elissa and Dave, feel free to share your curiosity with us and receive an answer to the questions you’ve always wanted to ask!

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Where in the World is the Live Big® Glass?

WWLBG - COMPRESSEDWe are in the midst of our summer campaign and so far, we’ve received over a dozen photos of the Live Big glass in the United States and around the world! Whether you are in Poland,  Bhutan, Virginia, Utah, or Pennsylvania, we want to see how you are living big with your glass in hand. All pictures submitted to Lauren@YeBu.com will be included in the campaign on our social media sites and in a gallery on our website. We look forward to seeing your pictures!

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TheLiveBigWay® Digest – Live Big, Give Big

TheLiveBigWay® Digeston July 2nd, 2015No Comments
Huffington Post: 15 Ways to Retire Early

Dave recently gave his thoughts to Lou Carlozo, contributor for the Huffington Post, to help compile a list of 15 major financial and lifestyle moves you can make to help you retire early. When asked about actionable tips people can use to retire before the standard retirement age, Dave referenced Yeske Buie’s three dials which can be manipulated to help you reach your goals. Learn more about the three dials and read Dave’s advice that appeared in Lou’s article, 15 Ways to Retire Early.

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Yusuf Named Co-Chair of Pamplin College of Business Recent Alumni Board

Yusuf AbugideiriThe Pamplin College of Business at Virginia Tech, ranked in the top 10% of accredited business schools, has named Yusuf Abugideiri, CFP® as co-chair of its inaugural Recent Alumni Board. The Recent Alumni Board of the Pamplin College of Business is a diverse group of young professionals whose work is aimed at advancing the present and future community of Pamplin College. Yusuf will serve a three year term as co-chair with the Board and will have responsibilities including supporting current students in finding post-undergraduate careers, developing and strengthening relationships with recent alumni, and advocating for the Pamplin College to increase awareness with employers and potential students. Read more about what Yusuf is most looking forward to as co-chair of the board and Yusuf’s involvement with Virginia Tech as an alum.

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In Case You Missed It: Deja Vu All Over Again (2015 Edition)

With Greece back in the headlines, bringing with it a fresh bout of market volatility, we thought it might be time to touch base and offer a little history and a quick forecast. Markets hate uncertainty and we’re likely to see more turmoil until the Greek situation is resolved one way or another. Not, by the way, because the Greek economy is particularly large or important to the rest of the world but because of fears that a “Grexit” would cast doubt on the stability and viability of monetary union in the rest of the Euro Zone, collectively the third largest economy in the world. Read on for our full forecast.

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Give Big: Yeske Buie West Coast Helps the SF-Marin Food Bank

Taylor, JH, and Aviv at Food BankOver the past few weeks, the Yeske Buie West Coast office has been volunteering with the SF-Marin Food Bank as part of our Give Big initiative. The SF-Marin Food Bank distributes over 105,000 meals on a daily basis and distributed over 45 million pounds of food in 2014. Our team members assisted in a variety of ways over the past few weeks including boxing 7,500 pounds of plums and 30,000 pounds of carrots for distribution and preparing grocery bags that contained rice, pasta, oatmeal, low-fat milk and more. See photos from their events and what our summer interns enjoyed most about the opportunity to give back to San Francisco and to volunteer with Yeske Buie.

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Where in the World is the Live Big® Glass?

WWLBG - COMPRESSEDWe are in the midst of our summer campaign and so far, we’ve received over a dozen photos of the Live Big glass in the United States and around the world! Whether you are in Poland,  Bhutan, Virginia, Utah, or Pennsylvania, we want to see how you are living big with your glass in hand. All pictures submitted to Lauren@YeBu.com will be included in the campaign on our social media sites and in a gallery on our website. We look forward to seeing your pictures!

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TheLiveBigWay® Digest – Remembering a Pioneer

TheLiveBigWay® Digeston June 18th, 2015No Comments
Remembering a Pioneer

The Journal of Financial Planning has a long-standing tradition of working with some of the best minds in the profession through the role of Practitioner Editor. In April, we announced that Dave would become the next Practitioner Editor of the award-winning, peer-reviewed Journal of Financial Planning effective June 1, 2015. When the news was announced, Dave gave his thoughts on what he hoped to contribute during his term in the position, “In the spirit of the Journal’s first practitioner editor, Lynn Hopewell, I would hope to not only provide the editorial staff with feedback from the practitioner’s perspective, but to be a talent spotter as well.” With this in mind, Dave knew that his inaugural contribution as Practitioner Editor would be to profile Lynn Hopewell. Today, we share Dave’s inaugural contribution to the Journal, Remembering a Pioneer.

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Yeske Buie and the Financial Planning Association

If you were to peruse the About YeBu section of the Yeske Buie website, you would find various mentions of the Financial Planning Association® (FPA®) in the biographies of all of our Financial Planners and Financial Planning Residents. For example, Elissa played a significant role in the creation of the FPA,  Dave is a past chair of the association, and Lauren co-founded the FPA student chapter at Virginia Tech – and the list of involvement goes on! But what is the Financial Planning Association and why does Yeske Buie have such a connection to the organization? Today, we share brief answers to these questions to provide some insights about the importance of the organization and the great involvement of the Yeske Buie team.

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Yeske Buie Named to 300 Top Registered Financial Advisers

FT_400_Advisers_Logo_2015Yeske Buie is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers list, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S. More than 2,000 elite RIA firms were invited to apply for consideration, based on their assets under management (AUM). The 630 RIA firms that applied were then graded according to six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials; online accessibility; and compliance records. The FT 300 is one in a series of rankings of top advisers that the FT developed. Elissa was named to the inaugural FT Top 100 Women Financial Advisers list in November, 2014.

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Dimensional Stories: Make Sure It Isn’t an Old Idea in Disguise

As Dimensional Fund Advisors embarks on its 25th year of working with financial advisors, they shared with us a series of Dimensional Stories, two minute videos on the themes and insights that influence Dimensional’s way of investing. Today, we share the third video of the five part series, Dimensional Stories: Make Sure It Isn’t an Old Idea in Disguise. As explained in our recent post, An Investment Approach That’s Stable, Not Static, Yeske Buie mimics this philosophy with regards to our portfolios as we are constantly evaluating the market but certainly “look” more frequently than we take action. Watch the short video and learn more about how the two philosophies align.

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Where in the World is the Live Big® Glass?

WWLBG - COMPRESSEDWhat does it mean to Live Big? Some may interpret it as meaning “spend big”, “live large”, or a recommendation to some other form of overindulgence. But Live Big is not about the size of your wallet, it’s about the size of your life. And whether this means traveling the world or finding joy in the most mundane places, we want to celebrate how you Live Big! We are in the midst of our summer campaign to show off the Live Big glass from anywhere in the world. All pictures submitted to Lauren@YeBu.com will be included in the campaign on our social media sites and in a gallery on our website. We look forward to seeing your pictures!

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TheLiveBigWay® Digest – The ABCs of an HSA

TheLiveBigWay® Digeston June 4th, 2015No Comments
The ABCs of an HSA

Doctor holding piggy bankWith more than one in six dollars of the nation’s income being spent on health care, it is critical that individuals take advantage of the options available to them to pay for these expenses. Consumer-Directed Healthcare (CDH) accounts are the most popular options because they allow individuals to set aside pre-tax money for expenses that might not be fully covered under traditional healthcare plans. But the benefits don’t stop there! Especially not for Health Savings Accounts, often simply referred to as HSAs. Learn more about the benefits of these accounts and the eligibility requirements to hold an HSA account.

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Give Big: Yeske Buie East Coast Helps Prepare Food for Others

Group Pic 2 - CopyLast week, our team members in the east coast office volunteered with a local group, Food for Others. Their mission is simple – to distribute free food to our neighbors in need – but their impact is beyond impressive. Our team contributed to the mission by packaging grocery bags and boxed goods for distribution to people in need in Northern Virginia. The team was very inspired by the organization and plans to volunteer with them on a regular basis. Read on to see what the team had to say about their experience and our plans for future participation with the organization.

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Ask Elissa and Dave

yeske-buie-02Our most recent Ask Elissa and Dave questions is one that we are being asked more frequently as members of the millennial generation are accumulating assets and looking to enter the market. Read Elissa and Dave’s answer to the question and stay tuned to future Digest posts for more. If you have a question for Elissa and Dave, feel free to share your curiosity with us and receive an answer to the questions you’ve always wanted to ask!

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Where in the World is the Live Big® Glass?

WWLBG - COMPRESSEDWhat does it mean to Live Big? Some may interpret it as meaning “spend big”, “live large”, or a recommendation to some other form of overindulgence. But Live Big is not about the size of your wallet, it’s about the size of your life. And whether this means traveling the world or finding joy in the most mundane places, we want to celebrate how you Live Big! Today marks the start of our campaign to show off the Live Big glass from anywhere in the world. All pictures submitted to Lauren@YeBu.com will be included in the campaign on our social media sites and in a gallery on our website. We look forward to seeing your pictures!

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TheLiveBigWay® Digest – Blending, Not Balancing

TheLiveBigWay® Digeston May 21st, 2015No Comments
Budgeting – Blending, Not Balancing

Nothing makes someone’s eyes glaze over faster than talking about “budgeting”. What about the “b-word” makes us squirm? We all understand the math involved, and surely the difficulty isn’t an inability to identify the components of spending. We often feel anxious because we think of fixed expenses and discretionary expenses in terms of static “wants” vs. “needs” within our cash flow statements, instead of a dynamic process of prioritization. Read on to learn more about the art of blending practicality and emotions around expenses.

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An Investment Approach That’s Stable, Not Static

From an outsider perspective, it can be easy to label Yeske Buie’s investment philosophy as “passive.” While that descriptor is partly true as we do not turn our approach upside-down based on the latest industry trends or fads, our approach to monitoring the components of our portfolios is anything but. We are constantly evaluating the shifting landscape of the global economy and looking for ways to capitalize on structural shifts in the market. Today, we present a timeline of the shifts we’ve made to our portfolios over the last few years to position our Clients’ investments to best harness the market’s movements for growth.

2015-05-09 Graphical Timeline for DY-EB - UPDATED

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How Boomers Can Avoid Going Bust in Retirement

Lou Carlozo, Investment Contributor for U.S. News & World Report, enlisted the expertise of several investment professionals to offer advice to those heading into retirement who may not have the financial security to do so. One of the “nuggets of wisdom” that Louis Carlozo offers comes from Dave. See what Dave’s advice is to those who may be concerned about financial security in retirement see how Yeske Buie helps Clients take control.

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Dimensional Stories: The 200th Draft

As Dimensional Fund Advisors embarks on it’s 25th year of working with financial advisors, they shared with us a series of Dimensional Stories, two minute videos on the themes and insights that influence Dimensional’s way of investing. Today, we share the second video of the five part series, Dimensional Stories: The 200th Draft. We found this video to be particularly resonant because the collaborative approach described by Eugene Fama mimics, in many ways, the close working relationship of the Yeske Buie team. Learn more about these similarities and watch the short video.

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Where in the World is the Live Big® Glass?

WWLBG - COMPRESSEDBeginning in June, we will be introducing our “Where in the World is the Live Big Glass?” campaign to show off our Live Big glass from anywhere in the world. We are very excited to have received several requests and pictures of glasses for participation in the campaign! Today, we share a few examples of the Yeske Buie team enjoying a drink from their Live Big glass. Please do not hesitate to email Lauren@YeBu.com to request a glass or to share your pictures with the Live Big glass. We hope you enjoy these pictures and have a wonderful holiday weekend!

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TheLiveBigWay® Digest – Managing Premature Retirement

TheLiveBigWay® Digeston May 7th, 2015No Comments
What If You Can’t Work As Long As You Planned?
YeBu in the Media

Last week, Dave was quoted in a USA Today article by Robert Powell that reports that one in two Americans who planned on working past age 65 found themselves retiring unexpectedly for various reasons. In support of Powell’s suggestion to have a backup plan in case the plan to continue working goes awry, Dave gave his thoughts about setting aside adequate cash reserves, how much insurance you should buy, and the importance of keeping your skills current. Read Dave’s thoughts and the entire USA Today article here and keep up to date with all of Yeske Buie’s media announcements by following our YeBu in the Media page or any of our Social Media sites.

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RK CFP Celebration 2Russell Kroeger is Yeske Buie’s Newest CFP®!

Yeske Buie is proud to announce that Russell Kroeger, Financial Planning Resident in our San Francisco office, officially became a CERTIFIED FINANCIAL PLANNERTM professional on Tuesday, May 5th. When Russell joined the Yeske Buie team in January of this year, we asked him “How did you become interested in Financial Planning?”. He excitedly responded, “I’ve wanted to do this since I can remember!” Read on to see how the Yeske Buie team celebrated Russell’s accomplishment and the three words he would use to describe how it feels to have earned the certification.

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Stand By Me

In honor of the passing of legendary singer, Ben E. King, we were inspired to revisit a video we posted a few years ago based on his classic song, Stand By Me. We encourage you to take five minutes to watch this global rendition of the song from the documentary “Playing For Change: Peace Through Music”.

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Where in the World is the Live Big® Glass?

This summer, we will be starting a “Where in the World is the Live Big Glass?” campaign to show off our Live Big glass from anywhere in the world. After introducing the campaign in our last Digest, we are very excited to have received several requests and pictures of glasses for participation in the campaign! If you do not yet have a Live Big glass, you are not too late to email  Lauren@YeBu.com to request a glass to be shipped to your home. If you already have a Live Big glass, feel free to email a picture of you enjoying a drink from the glass to Lauren@YeBu.com to join the campaign. Crowd favorites will receive a gift so stay tuned for the start of the campaign in a few weeks!

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TheLiveBigWay® Digest – Creative Strategies – Grounded Wisdom®

TheLiveBigWay® Digeston April 23rd, 2015No Comments
Idea concept words in tag cloud

Dimensional Stories: Empirical Work

DFA founder David Booth likes to say, “it’s about ideas,” and we certainly don’t know of another fund company that has been more about ideas than Dimensional Fund Advisors. As Dimensional embarks on it’s 25th year of working with financial advisors ,they shared with us a series of Dimensional Stories, two minute videos on the themes and insights that influence Dimensional’s way of investing. We will be sharing these Dimensional Stories with you over the next few months as we feel they give insight into the thinking of an important strategic partner, one which adds enormously to our clients’ investment success. We hope you enjoy the first video featuring Nobel Laureate Eugene Fama titled “Empirical Work”.

YeBu in the Media

This past week, both Elissa and Dave were featured in various media outlets. Last Wednesday, Elissa made a live appearance on WRNW Women’s Radio Network and shared Yeske Buie’s Live Big philosophy with their host and their listeners – you can hear a replay of Elissa’s show here. Additionally, the Financial Planning Association announced that Dave will become Practitioner Editor of the award-winning Journal of Financial Planning effective June 1st. Dave was also quoted in a CNBC report regarding succession planning for small business owners following the results of a joint survey by the Financial Planning Association and CNBC. You can keep up to date with all of Yeske Buie’s media announcements by following our YeBu in the Media page or any of our Social Media sites.

YeBu in Media
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Where in the World is the Live Big® Glass?

If you have recently had a meeting in either of our offices or attended one of our Open House events, you’ve seen that we enjoy using and giving away our customized Live Big glasses. This summer, we will be starting a “Where in the World is the Live Big Glass?” campaign to show off the Live Big glass from anywhere in the world! If you have a Live Big glass, feel free to email a picture of you enjoying a drink from your glass to Lauren@YeBu.com to join the campaign. If you do not have a glass, you may also email Lauren@YeBu.com and we will happily send you a glass so you can participate. Crowd favorites will receive a gift so stay tuned for the start of the campaign!

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Tax Planning: Request for 2014 Tax Returns

1040Now that tax day has come and gone (unless you are on extension), we will be requesting a copy of your 2014 Federal and State returns to help us better serve our Clients throughout the year. Exactly how the information is used varies from Client to Client, but we are best able to perform tax related analysis with your most current tax return. Lauren Vitt will be sending email requests beginning Monday. You may send the document to us using any of the methods described here.

 

 


“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