Recent Commentary

TheLiveBigWay® Digest: Hindsight and Foresight

TheLiveBigWay® Digeston March 21st, 2019Comments Off on TheLiveBigWay® Digest: Hindsight and Foresight

Hindsight is 20/20

Investors continually make predictions about the future, trying to “beat” the market and, in many instances, failing to do so. While there are instances when these predictions turn out in their favor, many of these predictions turn out to be pretty comical in retrospect. We’ve summarized a few of our favorites since the turn of the century as a reminder of how wrong we can be when we try to outsmart the wisdom of crowds.

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Foresight for Fido

When thinking about estate planning, many topics come to mind – like, what property, houses, and cars you own, who will handle the distribution of your assets, and how you will care for your children, grandchildren, and other loved ones. Often overlooked, however, is the care for our beloved, furry companions: our pets. Although you can’t leave money directly to your pets (because they’re legally considered as ‘property’), you can make plans to ensure your pets are cared for and that the necessary resources are available to the caretaker.

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Live Webinar: Cybersecurity from All Angles

Join us on Wednesday, April 17th at 11am PT / 2pm ET for a live webinar exploring cybersecurity from all angles with cybersecurity expert, Carrie Kerskie. During the webinar, Carrie will share:

  • Three easy ways to identify a scam,
  • New identity threats you may not know about and what you can do to counter them, and
  • Practical ways to protect yourself and policies to adopt to harden your exposures

Carrie’s expertise will leave you feeling armed with cyber-knowledge and empowered to protect yourself. As an added bonus, Carrie will also share a white sheet of all the tips and best practices shared during the webinar. Register today!

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Thank You for Celebrating with Us!

The Yeske Buie team is still reveling in gratitude after our special event in Virginia last week. Our celebration of Yeske Buie’s past, present, and future relationships was a huge success thanks to all the Clients, colleagues, and friends who spent time with us that evening, and the impeccable service presented by the Bazin’s staff. We hope our guests enjoyed the evening as much as we did and we look forward to the next time we see you in our office or at a future event. Please enjoy our small gallery of photos from the event here on our website, and stay tuned for details on a similar event in San Francisco this August.

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Additional Corrections to Schwab 1099 Forms

Last week, Schwab released a third round of corrected 1099 forms to be used in preparing your 2018 tax returns. These corrected forms have been posted to your Schwab Alliance account. Step-by-step instructions for accessing the online forms can be found here. If you have any trouble at all accessing your forms, please don’t hesitate to give us a call so we can help. Looking ahead, Tax Day is just four weeks away and shortly after the filing deadline, we will send an email request to ask for a copy of your completed 2018 return as we do every year. The information provided in your tax return helps us to best serve you throughout the year as we perform tax related analysis. If your return is completed in advance of the deadline, feel free to send the documents to us using any of the methods described here.

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TheLiveBigWay® Digest: Spring Forward

TheLiveBigWay® Digeston March 7th, 2019Comments Off on TheLiveBigWay® Digest: Spring Forward

Cybersecurity: The Good and the Bad News

Data breaches and other cybersecurity threats aren’t going away any time soon. That’s the bad news. The good news is that there are steps you can take to protect yourself and make your data less of a target for identity thieves. One of those steps is to keep yourself informed of the latest scams and the best practices for protecting your information. With this in mind, we offer the following:

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Gearing Up for March Madness

March Madness has become a big deal around the Yeske Buie offices, with unorthodox bracket strategies being the norm. As we all prepare to fill out our brackets for the tournament beginning later this month, we’d like to share with you a bracket called The Financial Four. Rather than picking basketball teams, this bracket challenges people to prioritize the financial areas of their life that are most important to them. We encourage you to check it out – and the best part is, this bracket can never be busted!

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Inspiration from Daylight Saving Time

Daylight saving time begins this Sunday, meaning most of the United States will “spring forward” and adjust their clocks one hour. As we think about saving daylight, we were inspired to collect and share a few of our posts related to saving money. We hope you find the following posts informative, and don’t forget to change your clocks!

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Coming Soon: Our Newly Designed Website!

We are excited to share that a newly designed version of the Yeske Buie website will be unveiled in the not too distant future. The new design has been refreshed and refocused with YOU in mind, and we hope you find that it creates a clean and intuitive experience, allows you to find relevant information simply and quickly, and provides a clear message of who we are and the values that drive our approach to financial planning and relationships. Stay tuned, we can’t wait to share it with you!

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Corrected 1099 Forms

As we expected, Schwab has released corrections to the original 1099 forms that were released in February. These corrected forms have been posted to your Schwab Alliance account. Step-by-step instructions for accessing the online forms can be found here. If you have any trouble at all accessing your forms, please don’t hesitate to give us a call so we can help. Looking ahead, Tax Day is just six weeks away and shortly after the filing deadline, we will send an email request to ask for a copy of your completed 2018 return as we do every year. The information provided in your tax return helps us to best serve you throughout the year as we perform tax related analysis. If your return is completed in advance of the deadline, feel free to send the documents to us using any of the methods described here.

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TheLiveBigWay® Digest: The Art of Management

TheLiveBigWay® Digeston February 21st, 2019Comments Off on TheLiveBigWay® Digest: The Art of Management

Making Sense of Your Net Worth

Despite an increasing prevalence of the term “net worth”, understanding how to track it or calculate it and why, in some ways, it can be more important to one’s financial health than watching the balance of an investment account is often unclear. As financial planners, we feel that there is great value in measuring this mathematical number, understanding its components, and leveraging it to support the life of your dreams. In this space, we aim to shed some light on the concept of one’s “net worth” and how a deeper understanding of this term can increase your financial knowledge and well-being.

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Yeske Buie Adds Three Next Generation Partners

Yeske Buie has announced that three of its next generation leaders have become part-owners of the firm. The addition of the new partners is a way of laying the foundation for the firm to continue indefinitely into the future, perpetuating the Yeske Buie approach to financial planning and serving not just our current Clients, but also the generations of loved ones important to those Clients. The three new partners will continue to build on this foundation together with Dave Yeske and Elissa Buie who plan to be around to oversee and guide the company for many years to come. For a look at Dave and Elissa’s succession planning journey, we share the following story published in Financial Planning Magazine.

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You’re a Financial Planner… Now What?

“You’re a Financial Planner… Now What?” is the title of a podcast series that features interviews with experts and young advisors who share their experiences, knowledge, and practical advice. One of Yeske Buie’s newest partners, Yusuf Abugideiri, was recently invited to join the podcast where he shared his thoughts on managing others, the role of a leader, and how your care for your team is not unlike your care for your Clients. Continue reading for highlights from the insightful podcast.

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Our Virginia Event is Two Weeks Away!

We hope you will join us on Thursday, March 7th for a celebration of your past, present, and future at Yeske Buie. Our team looks forward to mingling with you and your guests while enjoying an assortment of sliders, black bean and goat cheese empanadas, meatballs in pomodoro sauce, guacamole crostinis, sweet treats, and more. Additional details about the event including the full menu and a preview of our dynamic discussion about the importance of relationships can be found here on our website. RSVP TODAY!

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Where in the World is the Live Big® Glass?

What 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 about the size of your life, not the size of your wallet. Our most recent photo of the Live Big glass emphasizes that you don’t have to go far to Live Big; you can Live Big in your own town, with friends, in any way that meets your interests or passions. We hope you enjoy this photo and the dozens of other photos in our Live Big glass photo gallery. If you have a photo you would like to add to our gallery or if you would like to request a glass for yourself, please don’t hesitate to email Mila@YeBu.com.

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TheLiveBigWay® Digest: Let’s Talk Money, Honey

TheLiveBigWay® Digeston February 6th, 2019Comments Off on TheLiveBigWay® Digest: Let’s Talk Money, Honey

Let’s Talk Money, Honey

Love can make the world go round! But when you think about your favorite memories with your sweetheart, do you think about your financial conversations? Probably not. Money talk with your significant other is an important part of a healthy relationship, although it can also be a major stressor. Taking the time to have pillow talk that includes money talk can help to enhance your relationship and avoid conflict down the road. As we approach Valentine’s Day, we share some financial conversation starters for you to consider to get started in making money talk an intimate part of your relationship.

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Modern Day Literacy – More Than Just Words

Books, newspapers, emails, websites, dialogues – words are all around us. Literacy is nothing less than a survival skill in today’s United States. But what about money? Isn’t that all around us as well? Credit cards, mortgages, auto loans, tax returns, college savings plans, 401(k)s . . . Is financial literacy any less of a necessary skill than orthographic literacy today? As we continue to explore various aspects of money talk in this edition of the Digest, we take a deeper look at the reality of modern day literacy.

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Featured FinTech

FinTech, or Financial Technology, refers to the innovative use of technology to streamline financial activities. While you may initially visualize FinTech as fancy smart phone apps, consider, also, how ATMs replaced bank tellers or how credit cards eased the burden of carrying cash – that’s FinTech! With an abundance of technologies available these days, we’d like to share with you some of the FinTech products that are catching our eye and highlight them in this space we’re calling Featured FinTech. In light of today’s Valentine’s Day theme, we share a summary about a popular goal planning app that we think provides an interactive and motivating platform for implementing a couple’s financial goals.

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An Invitation to Our Virginia Event

The Yeske Buie story is a compilation of extraordinary relationships from its past and present, with a pledge to continue the story by nurturing extraordinary relationships in the future. Regardless of whether our relationship has spanned two months or twenty years, we consider every moment together to be an opportunity to elevate our connection, and we hope to have another opportunity to do so at our next social gathering! Join us on Thursday, March 7th from 5:00 – 8:00pm at Bazin’s Next Door in Vienna, VA for a celebration of your past, present, and future with Yeske Buie. Stay tuned for more details and RSVP today!

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How You Will Receive Your 1099

As you begin collecting your tax documents to prepare your 2018 returns, we’d like to offer a few notes about tax information for your Yeske Buie accounts.

  • On the Tax Reports page of your Client Private Page®, you will find reports for your taxable accounts (for planning purposes only) and transaction reports for your IRA(s). To complete your tax return, please refer to your Schwab 1099 for dividends, interest, and capital gains in your taxable account(s), and your 1099-R for any distributions from your IRA(s).
  • Schwab will be posting 1099s to the Statements tab of your Schwab Alliance account throughout the month of February. Step-by-step instructions for accessing the online forms can be found here. If you have elected to receive printed forms, you will be notified via email when the forms have been mailed. And if you have any trouble at all accessing your forms, please don’t hesitate to give us a call so we can help.
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TheLiveBigWay® Digest: Offense and Defense

TheLiveBigWay® Digeston January 24th, 2019Comments Off on TheLiveBigWay® Digest: Offense and Defense

The Yeske Buie Playbook

Super Bowl LIII will see the New England Patriots square off against the Los Angeles Rams next Sunday, February 3rd. And just as each team will arrive at Mercedes-Benz Stadium armed with a playbook that blends hours of research with the ingenuity of the league’s top strategists, Yeske Buie has its own financial planning playbook, designed to tilt the odds in our clients’ favor. We thought we’d take this opportunity to share the key elements of Yeske Buie’s Creative Strategies and Grounded Wisdom® playbook.

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Required Minimum Distributions

Required Minimum Distributions (RMDs) are minimum annual distributions that must be withdrawn from an IRA beginning with the tax year within which the account holder turns 70 ½. Schwab has released their annual RMD report, which marks the beginning of our annual process of reviewing each IRA from which an RMD is required to ensure enough cash is available for the distribution. In most cases, RMDs will be distributed by the end of February; for our Clients who use their RMD amount as their annual spending target, we’ll track the distributions throughout the year to ensure the required amount is satisfied. Learn more about RMDs and Yeske Buie’s process for managing the distributions.

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2019 Financial Review and Outlook

Earlier this week, we hosted a live webinar where we shared our take on the economy in 2018 and the headwinds facing investors in 2019. A recording of the webinar is now available on our website. We hope that you will share this link via email, social media, or otherwise with friends, family, or colleagues who may find the information valuable. We look forward to connecting with you via our webinars throughout the year to share our perspectives on current news and events that can impact your financial life. As a sneak peek, we’ve connected with a cybersecurity expert to present at our next webinar – stay tuned for details!

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How You Will Receive Your 1099

As you begin collecting your tax documents to prepare your 2018 returns, we’d like to offer a few notes about tax information for your Yeske Buie accounts.

  • On the Tax Reports page of your Client Private Page®, you will find reports for your taxable accounts (for planning purposes only) and transaction reports for your IRA(s). To complete your tax return, please refer to your Schwab 1099 for dividends, interest, and capital gains in your taxable account(s), and your 1099-R for any distributions from your IRA(s).
  • Schwab will be posting 1099s to the Statements tab of your Schwab Alliance account throughout the month of February. Step-by-step instructions for accessing the online forms can be found here. If you have elected to receive printed forms, you will be notified via email when the forms have mailed. And if you have any trouble at all accessing your forms, please don’t hesitate to give us a call so we can help.
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Northern Virginia Locals – Save the Date!

Will you be in the Northern Virginia area on Thursday, March 7th? If so, we hope you will save the date and join our team for a special social gathering in Vienna, VA. The event will feature light appetizers, tantalizing sweet treats, mingling with the Yeske Buie team, and more. Stay tuned for a full invitation with more information in the coming weeks. And in the meantime, feel free to email us if you know you’ll be able to attend!

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TheLiveBigWay® Digest: Second Wind

TheLiveBigWay® Digeston January 10th, 2019No Comments

Falling Flat: The Not-So-Predictive Yield Curve

If you’ve been following recent market news, you’ve undoubtedly heard about the recent turmoil in the stock market. As we noted last week, 2018 was the first year in a decade that US markets finished lower than they started. This fact doesn’t mean a lot on its own, but it certainly doesn’t stop the talking heads from…well, talking. Pundits love to grab statistics and buzzwords that can generate a story, often plucking only the economic measures that support their case.  One of the phrases you may have seen put forth, often as a harbinger of recession, is the dreaded “inverted yield curve.” The story goes that once the yield curve flattens or inverts, the stock market is certain to take a downturn. Today, we’ll take a closer look at what exactly the yield curve measures and what (if any) predictive value it has.

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Your Second Wind: Starting a New Business in Retirement

Prior to recent generations, the typical work pattern of an individual was to enter the workforce, work until their 50s or 60s, and then retire and never think about going to work again. The Baby Boomer generation, however, is redefining retirement by exploring different ways to continue working during the time they are viewed to be “done with work,” and many are doing so by starting their own business. In fact, research shows that people ages 55 – 64 make up nearly 25% of new entrepreneurs! Today, we explore why entrepreneurship is appealing to many retirees and share a few possible ideas to spark your interests.

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In Case You Missed It: Market Perspective in Two Charts

We know you’ve seen the headlines that market performance last year was the worst in a decade, based on the S&P 500. That is true. However, considering the fact that 2018 was the first year with a negative return since 2008, that statement doesn’t necessarily have much meaning. Nevertheless, the stock market has become much more volatile in recent weeks and months, and we thought we’d offer a brief perspective with two charts.

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New Year’s Resolutions for Your Financial Life

The New Year traditionally affords an opportunity to explore new habits like getting healthier, saving money, taking more time for yourself, learning a new skill, finding another job, and more. As you finalize your new year’s resolutions for 2019, we thought we’d share a few resources with ideas for implementing lasting changes in your financial life:

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Register Today to Join Our Live Webinar

We hope you will join our upcoming live webinar on Wednesday, January 23rd at 11am PT / 2pm ET titled 2019 Financial Review and Outlook. During the webinar, Dave Yeske will share brief review of the economy in 2018, our thoughts on recent market volatility, and an outlook on the landscape going forward for the economy, the markets, and other developments that can impact your finances in 2019. If you have something specific that you’d like us to speak to during the webinar, please feel free to email your thoughts to Mila@YeBu.com and we’ll look to incorporate them into the presentation. Otherwise, click this link to register for the virtual event and we’ll look forward to talking with you soon!

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TheLiveBigWay® Digest – Best of 2018

TheLiveBigWay® Digeston December 21st, 2018No Comments

Last week in this space, we shared a slideshow video featuring 10 Ways We’re Grateful as a reflection on the things that filled us with gratitude during this past year. Today in this final 2018 edition of the Digest, we reflect again – this time sharing a collection of some of our most popular posts from TheLiveBigWay® Digest in 2018. We hope you enjoy reading (or re-reading!) these pieces and we hope you and yours continue to have a restful break and a happy and prosperous New Year.T

The Most Popular Posts from TheLiveBigWay® Digest in 2018

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Top Economy and Investing Post: What is Bitcoin actually worth?

Having risen from $1,000 per coin to a high of nearly $20,000 in the past 12 months (although when writing this, it had fallen back to $11,000), Bitcoin has garnered more than a little attention and spawned a host of imitators. Earlier in the year we came across a post by a gentleman who blogs under the name The Unassuming Banker that we think did a particularly nice job of both explaining what Bitcoin is and why it and the 1,400 other cryptocurrencies that have sprung into existence have, whatever their current market value, an intrinsic value of zero. We thought we’d share.

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Top Financial Planning Post:The Science of Spending

What if there was a way to increase your happiness and satisfaction without much work, energy, or effort? Would you want to find out more? Science supports that it is, indeed, possible to achieve more happiness by taking an objective look at how you’re spending your money. Read on to learn more about what the emerging field of positive psychology says about how we can increase our happiness by changing how we spend our money.

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Top Firm News and Events Post: It’s a Boy!

Late last year, the Yeske Buie team was overjoyed to share that Yusuf Abugideiri, Senior Financial Planner in our Virginia office, and his wife Maegan welcomed their first child, Noah Abugideiri. One year later, Noah has taken his first steps and is well on his way to exploring this new world in his own Live Big way! We share a gallery of photos throughout Yusuf, Maegan, and Noah’s journey.

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Top Cyber Security Post: Monitoring, Alerting, Locking, or Freezing

Unsurprisingly as technology continues to become more embedded in our lives, the cybersecurity world encountered its fair share of data breaches, new phishing techniques, and other vulnerabilities this year. We believe in the importance of cybersecurity, breach or no breach, and regularly share suggestions from industry experts for keeping your personal information safe. Related to the myriad of data compromises over the past few years, we share our thoughts on monitoring, alerting, locking, and freezing your information to keep your identity protected.

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Top Yeske Buie in the Media Post:

Elissa Buie Recognized by Washingtonian Magazine

Elissa Buie, CFP was recognized once again as one of the area’s best fee-only financial planners by Washingtonian Magazine. Featured in Washingtonian’s January issue, the Top Wealth Advisors list is compiled largely via responses to a peer survey that asks industry professionals “Who would you trust with your own money?” Those named to the list received the most recommendations. Read on to see what Elissa has accomplished over her 35-year career that has earned her a spot on every edition of the list.

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TheLiveBigWay® Digest: Bringing it Back

TheLiveBigWay® Digeston December 13th, 2018No Comments

The Astronomical Cost of Living – Bringing it Back to Earth

You overhear it in restaurants, at the office, on public transit, or at family dinner—it’s on everyone’s mind: things cost so MUCH these days. Whether it’s coming from the generation ahead of you or from a generational peer, everyone wants to wax nostalgic about the cost of living “back in the day.” While the cost of living has certainly gone up, most people conveniently leave out the fact that wages have been steadily climbing as well. However, the increase in wages hasn’t always kept up with the rising cost of living, especially in certain sectors. Today we explore the country’s supposedly astronomical cost of living and see what talking points actually hold true.

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Tis the Season for Holiday Giving

A core value at Yeske Buie, our team believes in giving our time and talent to our Clients, our local communities, and the Financial Planning profession, in part as an appreciation for all we’ve received individually and as a firm. While we are intentional about Giving Big all year round, we find ourselves particularly inspired to give during the holiday season. For the past few years, Elissa and Dave have generously invited the team to select a handful of toys to be donated to local charities. We hope you enjoy the following photos and quotes from our team members reflecting on the internal and external impact of this giving tradition.

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The Gift of Identity Protection

News on what’s looking to be the second largest corporate data breach in history released late last month with additional details being revealed over the past few weeks. The target of the breach was Marriott Hotels and it is suspected that the hackers stole names, addresses, passport information, credit card information and more related to reservations made between 2014 – 2018. With this in mind, we encourage you to spend a few minutes reading about ways you can protect yourself from identity theft and ways that Yeske Buie is looking out for you. And if you haven’t done so already, you may consider giving yourself the gift of identity protection this holiday season. Click here to read more about the protection service we recommend – IdentityForce – which you can get at a 30% discount as a Client of Yeske Buie.

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Our 2018 Webinars

In 2018, Yeske Buie hosted four live webinars as an additional way to connect with you throughout the year and to share relevant and timely information related to the markets, the economy, and financial planning strategies. We plan to continue this effort in 2019 and beyond, with our next webinar being held on Wednesday, January 23rd at 11:00am PT / 2:00pm ET. We hope you will save the date and join us for a discussion on the outlook for the new year ahead. In the meantime, we’d like to share recordings of this year’s webinars for those who may have missed them or would like to revisit the information that was presented – we hope you enjoy!

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Tis the Season: Timeless

Three years ago, Elissa and Dave became involved with Cappella SF, an exceptional a cappella group founded and directed by Ragnar Bohlin, Emmy award winning director of the San Francisco Symphony Chorus. We were dazzled by the group’s first Christmas album, Light of Gold, that released in 2015 and this year, we are excited to share that Capella SF has released a new album entitled, Timeless: Ten Centuries of Music. Just like the first, this new CD is a reminder of the joy that Cappella SF’s music inspires, and we hope that it fills your ears and soul the same way it has for us.

To anyone who is interested, we would like to offer you a copy of this CD; simply email Mila@YeBu.com and she will promptly ship one to your home. Here is a link to a sample of Timeless that will give you a taste of what this CD has in store for you. Happy Holidays!

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TheLiveBigWay® Digest: The Gift of Planning

TheLiveBigWay® Digeston November 29th, 2018No Comments

The Gift of Planning

Atop the fifteen hand-written signatures you’ll see when you open Yeske Buie’s holiday card this year, you’ll see the names of two charities that Yeske Buie has made a donation to in the name of our Clients: the American Red Cross and the Foundation for Financial Planning’s Pro Bono for Cancer Campaign. To bring to life the meaning of our donation to the Pro Bono for Cancer Campaign, we’d like to share a story about our remarkable experience that inspired this year’s donation.

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ABLE: Achieving a Better Life Experience

Many parents of kids with disabilities will tell you that supporting and caring for them is one of the hardest yet most rewarding things they’ve had the privilege of doing. These families have many facets of their lives to manage, and money typically is the most substantial factor weighing them down. Fortunately for these families, recent changes to ABLE accounts will better assist them financially. Continue reading to learn more about these accounts and the strategies that can be used to maximize their benefits.

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Medicare: Time to Pick a Plan

Open enrollment for 2019 Medicare plans ends one week from today on Friday, December 7th. Missing this deadline can result in a costly penalty or a gap in coverage, so it’s important that those desiring coverage pick a plan before the enrollment window closes. Being eligible for the program, however, doesn’t mean that it’s easy to decipher the best course of action amongst the array of available options. We’ve put together a brief guide about the various Medicare components and some of Yeske Buie’s suggestions for making your journey through the enrollment process as seamless as possible.

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A Cyber Celebration

Given today’s cyber-climate, it shouldn’t come as a surprise that Cyber Monday is an identity thief’s favorite holiday. It’s not a coincidence, then, that the cyber-world is “celebrating” Computer Security Day today, November 30th. Computer Security Day has been around since computers started to become commonplace in the late 1980s, although security practices have evolved significantly as technology has become more sophisticated. In celebration of Computer Security Day, we share a collection of pieces we’ve written on the topic of cybersecurity for you to consider as you work to keep your personal information secure.

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Tis the Season: Timeless

Three years ago, Elissa and Dave became involved with Cappella SF, an exceptional a cappella group founded and directed by Ragnar Bohlin, Emmy award winning director of the San Francisco Symphony Chorus. We were dazzled by the group’s first Christmas album, Light of Gold, that released in 2015 and this year, we are excited to share that Capella SF has released a new album entitled, Timeless: Ten Centuries of Music. Just like the first, this new CD is a reminder of the joy that Cappella SF’s music inspires, and we hope that it fills your ears and soul the same way it has for us.

To anyone who is interested, we would like to offer you a copy of this CD; simply email Mila@YeBu.com and she will promptly ship one to your home. Here is a link to a sample of Timeless that will give you a taste of what this CD has in store for you. Happy Holidays!

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TheLiveBigWay® Digest: Learn, Teach, Share

TheLiveBigWay® Digeston November 15th, 2018No Comments

I Bought a Home – Now What?

After hours of researching the perfect neighborhood, touring who knows how many houses, and signing what feels like one hundred papers, it’s finally yours. Your very own home. The reality of this new chapter in your life can be both exciting and overwhelming. And whether it is your first home or you’ve been around the block a few times, it’s worth creating a plan to ensure your home buying decision aligns with your big-picture financial plan. In this piece, we share our thoughts on items to think through as you move along the journey of buying a home.

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Financial Perfection vs. Financial Progress

Winston Churchill had many lasting and impactful aphorisms. One saying, attributable to his wit and insight, is, “Perfect is the enemy of progress!”. Churchill likely borrowed this saying from the late seventeenth century philosopher, Voltaire, who probably adopted it from an earlier unknown work. Regardless of its origin, here at Yeske Buie and as members of the financial planning profession, the saying’s truth and timeless wisdom resonates with us. Read on for more about overcoming the tendency to seek perfection in your finances and how to tackle feelings of inertia standing in the way of achieving your financial goals.

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In Case You Missed It: Midterms, Markets, and Money

Earlier this week, we hosted a live webinar where we shared our thoughts on our post-election direction, diving into legislative opportunities following the midterm elections, economic variables to watch in the markets, and staying resilient in the face of change. In case you missed the live webinar, a recording is now available on our website. As always, if you have any questions related to the webinar or elsewise, please do not hesitate to contact us. And stay tuned for details on future live webinars!

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Family Trees: Learn, Teach, Share

Rather than taking a side dish to this year’s Thanksgiving celebration, consider taking a copy of your family tree, instead. Exploring your family tree can be such a powerful exercise; it kindles stories about the people important to us, the lessons learned, and the memories and legacy we hope to impart. The Yeske Buie team recently took the time to complete our family trees, and today we share the lineage of a variety of our team members. We hope you find our trees enjoyable, and if you find yourself inspired to complete your own, we hope you will share it with us so we can learn more about those most important to you.

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Tis the Season: Timeless

Three years ago, Elissa and Dave became involved with Cappella SF, an exceptional a cappella group founded and directed by Ragnar Bohlin, Emmy award winning director of the San Francisco Symphony Chorus. We were dazzled by the group’s first Christmas album, Light of Gold, that released in 2015 and this year, we are excited to share that Capella SF has released a new album entitled, Timeless: Ten Centuries of Music. Just like the first, this new CD reminds us of the joy that Cappella SF’s music brings us, and we hope that it fills your ears and soul the same way it has for us.

To anyone who is interested, we would like to offer you a copy of this CD; simply email Mila@YeBu.com and she will promptly ship one to your home. Here is a link to a sample of Timeless that will give you a taste of what this CD has in store for you. Happy Holidays!

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“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