Recent Commentary

TheLiveBigWay® Digest – Resolutions

TheLiveBigWay® Digeston January 11th, 2017No Comments

  

Market Review: The Year of Living Dangerously

The markets, which is to say investors, hate surprises, though that’s pretty much all we get day-by-day. It’s called news.  But some years carry bigger surprises than others and 2016 surely falls into that category. From economics to markets to politics, 2016 provided one plot twist after another. As far as markets are concerned, the year ended well, notwithstanding a bit of a roller coaster ride along the way. Herewith, we offer a brief recap of what happened in the economy, the markets, and your portfolio, with a nod to the year to come.

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 New Year’s Financial Resolutions

2017 is now in full-swing, and most of you probably have your New Year’s resolutions already picked out. For those who are still coming up with 2017 goals, or who want to add some more, we’ve compiled a list of Financial Resolutions to adopt this year.

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A High Degree of Congratulations

Yeske Buie is pleased to share that Yusuf Abugideiri, Senior Financial Planner in our Vienna office, has earned his Master’s in Economics from George Mason University.  From the program, Yusuf gained a better understanding of how the economic way of thinking plays out in the decision-making process at the individual level and also developed a further appreciation for the grounded, evidence-based approach Yeske Buie takes in helping our Clients make good financial decisions. See what three words Yusuf shared to describe the feeling of graduation and his plan for his newfound free time post-graduation.

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Will the Trump Administration be GREAT for Your Finances?   

We invite you to join us on Wednesday, January 18th at 11:00am PT / 2:00pm ET for a free live webinar hosted by Dr. Dave Yeske where we will review the new landscape of the incoming administration. The webinar will also address the actions you can take now to build more resilience into your financial affairs, strategies for dealing with rising interest rates, how to plan for coming changes in the tax and estate laws, and more. Click here to register for the webinar and feel free to share this link with any friend, family member, or colleague who may find this seminar valuable.

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Reminder: Affordable Care Act Open Enrollment Ends January 31st  

The deadline to sign up for health insurance coverage for 2017 under the Affordable Care Act is January 31, 2017. After January 31st, you may only apply for insurance if you qualify for a special enrollment period. You can apply for coverage four different ways: online, over the phone, in-person with assistance from trained people in your community, or by mailing a paper application. With this deadline nearing, we offer a quick guide to the insurance marketplace to help you learn more about enrollment, potential savings, picking a plan and more.

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TheLiveBigWay® Digest – Best of 2016

TheLiveBigWay® Digeston December 29th, 2016No Comments
 

This being the last business day of the year, we thought we’d reflect on some of the best pieces from TheLiveBigWay® Digest in 2016. In this edition of the Digest, we offer a list of the most popular post in each category. We’ve also assembled a more extensive list highlighting the top five posts in each category here: The Best of 2016.

We wish you and yours a happy and prosperous New Year!

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Top Economy and Investing Post: About Last Night

Whatever your politics, it has been clear in recent weeks and months that the prospect of a Trump presidency held enough uncertainty to make investors and world leaders alike more than a little nervous. No one likes uncertainty.

So here we are, asking ourselves what’s next?

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Top Financial Planning Post: A Practical Approach to Cash Flow Complexities

When life happens, the financial aspects of figuring out what to do next can make taking that next step an overwhelming task. Using policies to manage cash flow on an ongoing basis removes the budgetary uncertainties and clarifies the financial ripple effects of a given alternative, helping our Clients make decisions using the constraint that matters most: their values. Read on to learn how Yeske Buie uses grounded policies when creating financial plans for our Clients.

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Top Millennial Post: The 411 on 2FA

With the growing number of websites with whom we share our personal information, it is vital to take extra caution in keeping your personal information safe. Two factor authentication – commonly referred to as 2FA – can drastically reduce the risk of online identity theft by requiring two means of identification to access an online account. Learn more about the benefits of 2FA and how you can set-up two factor authentication on your personal accounts.

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Top Firm News and Events Post:

Elissa Buie Named Top Wealth Advisor by Washingtonian Magazine

Yeske Buie is pleased to share that Elissa Buie has been awarded the title of Top Wealth Advisor by Washingtonian Magazine as part of the magazine’s Top Wealth Advisors listing for 2016. Washingtonian Magazine awards the honor of Top Wealth Advisor to the individual with the most peer-nominations for this already-prestigious recognition. Elissa has appeared on all five of Washingtonian’s previous lists of top financial planners. Read on for Elissa’s thoughts on the recognition and to learn more about the listing.

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Top Fun Stuff Post: Where in the World is the Live Big® Glass?

WWLBG - COMPRESSEDSince starting our Where in the World is the Live Big® Glass? campaign in 2015, we have received more than sixty photos from Clients, family, and friends who Live Big at home and abroad. One of our favorite reflections with these pictures is how each one embodies Live Big in a different way. In fact, we were so inspired by all of the photos that we featured a collage of over a dozen Live Big glass photos on our holiday card this year! You can see the full gallery of photos on our website and we encourage you to share you pictures with us as you ring in the New Year.

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TheLiveBigWay® Digest – What Matters Most

TheLiveBigWay® Digeston December 14th, 2016No Comments

Millennials and Money: Starting the Conversation is What Matters Most

At an estimated population of 82 million, millennials make up the largest generation in America. Born between 1980 and 1995, members of this cohort have often found themselves to be the subject of everything from think-pieces to scholarly articles in recent years. While many labels have been attached to millennials by the media, we’ll use this space to focus on how they can use their greatest asset – time – to set themselves up for success as their financial plan unfolds.

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Hard at Work: Your Financial Planning “Elves”

In addition to the natural hustle and bustle of the holiday season at the end of every year, Yeske Buie’s Financial Planning Team is hard at work like Santa’s elves ensuring our Clients’ financial needs are neatly wrapped heading into the New Year. This year, we are placing a special focus on Clients’ tax needs as we recognize the potential for changes in tax laws with the incoming administration. Attention is also given to Clients’ retirement accounts, charitable contributions, tax reports, portfolio reports, and more. Elissa describes more of Yeske Buie’s behind the scenes work in response to a question shared in our Ask Elissa and Dave feature.

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Save the Date: Live Webinar with Dr. Dave Yeske

As Inauguration Day nears, the following questions may be on your mind. 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? We invite you to join us on Wednesday, January 18th at 11:00am PT / 2:00pm ET as Dr. Dave Yeske hosts a free live webinar where you will learn:

  • What actions to take now to build more resilience into your financial affairs.
  • Strategies for dealing with rising interest rates.
  • How to plan for coming changes in the tax and estate laws, and more!

Register for the webinar today using the link below and if you have any friends, family, or colleagues who may find this seminar valuable, please feel free to share the link with them!

Will the Trump Administration be GREAT for your Finances?

 

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Season of Giving

Yeske Buie has a worldview to Give Big and everyone on our team embodies Give Big in their own unique capacity – volunteering with charitable organizations, giving back to the Financial Planning profession and more. Inspired by the season of giving, we share two recent Give Big experiences from our team. Cristin Etheredge recently volunteered with the Rotary Club of Vienna for their 18th Annual Ethics Day event. Additionally, Elissa and Dave generously invited the team to select a handful of toys to be donated to the San Francisco Firefighters Toy Program. See what impacted Cristin the most about her Ethics Day experience and how the team feels about supporting organizations like these around the holidays.

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Tis the Season: Light of Gold

5Beginning last year, Elissa and Dave became involved with Cappella SF, an exceptional acappella group founded and directed by Ragnar Bohlin, Emmy award winning director of the San Francisco Symphony Chorus. We recognize that by no means does everyone celebrate the Christmas Holiday, but with admiration for their talent, Yeske Buie sponsored Capella SF’s first holiday CD last year, “Light of Gold: Cappella SF Christmas”, which features Christmas songs from around the world and across the centuries.

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 a CD to your home. This link to a sample of Light of Gold will give you a taste of what this CD has in store for you. And, for those of you who still have their copy of the CD from last year, we hope you will enjoy the music again this season, and feel free to ask us for a copy for a friend or family member. Happy Holidays!

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TheLiveBigWay® Digest – Opportunity and Unity

TheLiveBigWay® Digeston December 1st, 2016No Comments

Capitalizing on Catch Up Contributions

50th-anniversaryWhile the celebration of one’s 50th birthday may include unwanted over the hill gifts, one “gift” that you can look forward to receiving is the eligibility for catch-up contributions to your retirement accounts. We recommend that you take advantage of this ability and contribute the maximum, including the catch-up, wherever possible. As part of our processes at Yeske Buie, we review all eligible Clients and we will contact you individually if this recommendation applies to you. For more information regarding your retirement accounts, we encourage you to read How Well Do You Know Your 401(k) Plan? and Brushing Up on the Facts: Roths IRAs.

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The Health Insurance Marketplace

doctor-tablet-computer-open-enrollmentOpen enrollment to sign up for health insurance coverage for 2017 under the Affordable Care Act is currently open and continues through January 31, 2017. For those looking to have coverage beginning on January 1st, however, the deadline for enrollment is December 15, 2016. If you are currently enrolled for coverage, you are encouraged to log in and update your information by the December 15th deadline to ensure no disruption of coverage. With these deadlines nearing, we offer a quick guide to the insurance marketplace to help you learn more about enrollment, potential savings, picking a plan and more.

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Yeske Buie’s Staff Retreat: Storytelling, Visioning, and Focusing

group-photoJust before the Thanksgiving Holiday, the entire Yeske Buie team came together in San Francisco for an inspiring staff retreat. While the retreat serves as a great opportunity to step away from the day to day office routine, the team spends each day working on various exercises related to personal, professional, and company growth. The themes of this year’s retreat included storytelling, focusing on “just one thing”, and visioning for the firm. Powerful learnings and appreciations were had by the entire team during this retreat, and we share quotes and pictures highlighting the most impactful moments.

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An Accomplishment Deserving Acknowledgment

Bennedsen_9665Yeske Buie would like to recognize Zachary Bennedsen for his recent success in passing the CFP® Exam! Zach dedicated hundreds of hours to studying for the exam, beginning his preparation in August and supplementing his book work with an intensive live review course in October. After having some time to reflect on his success, Zach said, “It feels great to have the weight of studying off my shoulders, and I am excited to have reached this milestone”. Read on to learn about what it takes to earn the CFP® Certification and what milestones Zach will be pursuing next.

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Tis the Season: Light of Gold

5Beginning last year, 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 recognize that by no means does everyone celebrate the Christmas Holiday, but with admiration for their talent, Yeske Buie sponsored Capella SF’s first holiday CD last year, “Light of Gold: Cappella SF Christmas”, which features Christmas songs from around the world and across the centuries.

To anyone who is interested, we would like to offer you a copy of this CD; simply email Lauren@YeBu.com and she will promptly ship a CD to your home. This link to a sample of Light of Gold will give you a taste of what this CD has in store for you. And, for those of you still have their copy of the CD from last year, we hope you will enjoy the music again this season, and feel free to ask us for a copy for a friend or family member. Happy Holidays!

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TheLiveBigWay® Digest – Looking Ahead

TheLiveBigWay® Digeston November 17th, 2016No Comments

In Case You Missed It: About Last Night

2016-paper-peopleIn most of the ways that matter to your finances, the world looks the same following the Presidential election. So here we are, asking ourselves what’s next? We suggest that you hold fast to this: the resilience that’s built into your financial plan and your portfolio will continue to serve you. After all, the whole point of having investment policies is to make it easier to know what to do when it’s hard to know what to do. Like now. So, be of good cheer, remember to breathe, and, in the meanwhile, enjoy two of our all-time favorite videos: Stand By Me and Perhaps The Most Beautiful Flash Mob Ever.

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YYeske Buie in the Media:

A New President and Fiduciary: What Happens Next?

2016-white-houseWe have shared in this space before Yeske Buie’s thoughts on the Department of Labor’s ruling to broaden the definition of fiduciary investment advice and how and why Elissa and Dave have been promoting the fiduciary standard. With President Obama being a supporter of the fiduciary rule, many are questioning whether or not the ruling will be challenged with a new President coming into office. Dave and other professionals shared their thoughts on this concern with Ann Marsh, Senior Editor of Financial Planning Magazine: read on to learn why Dave does not think the ruling will be changed.

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Cheers to Investing  

Holiday turkeyIn what seems like the blink of an eye, the holidays are upon us. ‘Tis the season for thankful reflection, time with loved ones, plenty of food, and perhaps a bottle of good wine. Recently, our strategic partners at Dimensional Fund Advisors (DFA) shared with us a playful comparison between the process of making wine and investment management. We hope you enjoy this unique piece and think of this comparison as you say “cheers!” this holiday season.

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Illuminating the Family Tree

2016-11-11-family-treeWhen meeting with Clients, we sometimes explore their personal history by asking questions about what is most important to them. What we learn is always focused on the important people in their lives, the memories they hope to leave their loved ones, and the values they hope to impart. As the holiday season can be a great time to reflect and appreciate those we love, we thought we would share our loved ones with you by way of our family trees. 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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Referrals are the Greatest Compliment

Clients and referral sources have often told us that they hesitate to make a referral because they don’t know if friends, relatives, or coworkers meet our minimums or would otherwise be a good fit. Our message is that we are financial planning evangelists and would like to see everyone who seeks advice find a competent, ethical financial planner. Thus, we’re happy to talk to ANYONE who is referred to us and if, for whatever reason, we find that we’re not a good fit, we will work to match them up with an experienced financial planner who is.

If you know someone who may be interested in talking with us, please ask them to contact Lauren@YeBu.com or send Lauren the individual’s name and contact information so we may connect with them to set-up an initial meeting. We thank you for the continued trust you show in us by referring your friends, family, and colleagues so that we can help them to harness their financial resources to pursue exquisite, fulfilling lives.

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TheLiveBigWay® Digest – A Stiff Drink or A Good Novel

TheLiveBigWay® Digeston November 3rd, 2016No Comments

Fear and Loathing on the Campaign Trail

vote-2016-cropped2Although we’ve borrowed our title from Hunter S. Thompson’s book of essays on the 1972 presidential race, we’re here not to comment on Nixonian high jinks but on the closing days of the present contest. Fear and loathing seems an appropriate description of the public mood as we enter the final four days before that blessed release from our collective misery. As usual, the financial markets, ever sensitive to the public mood, have begun to vibrate in sympathy with ubiquitous anxiety. Which raises the inevitable question: what, if anything, should we do now, on the eve of the election? We recommend you reach for a stiff drink, a good novel, or a sappy movie, but leave the portfolio alone.

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Student Loan Starting Line 

college-savings-planFor many new college graduates, the following story may sound familiar… You did it! You reached the pinnacle of academic success your teachers and parents have been preparing you for. Infinite paths are laid out in front of you and you have full control over which path you take. You begin to analyze where each path takes you and can’t help but to notice a heavy financial weight. That anchor is the existence of student loan debt. Today, in an effort to to encourage you to be the captain of your finances, we share our thoughts on the ever-becoming standard presence of student loan debt and how to live with that debt in ways which will not hinder your financial and life decisions.

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Congratulations, Lauren and Eli!

lauren-and-eli-2Lauren Vitt and her high school sweetheart, Eli Mireles, were married last weekend in their hometown of Pittsburgh, Pennsylvania. Lauren and Eli enjoyed a beautiful ceremony and a fun-filled reception at the National Aviary. Today, we share a few pictures of the joyful newlyweds and their unique, avian guest. And, as we celebrate the newly married couple, we are reminded of the important financial conversations that help form the foundation of a strong marriage; read on for Money Tips for the Newly Married.

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You’re Invited: Yeske Buie’s Fall Open House

high-quality-open-houseWe hope you will join the Yeske Buie Team for our Open House in our San Francisco, CA office on Thursday, November 17th from 4:30 – 6:30pm. The Open House will feature delicious appetizers from Certified Master Chef Sean Andrade, several of Elissa and Dave’s favorite wines, and live music by Bay Area Strings. You can find this year’s menu, information on our musicians, and more on our website. Please email Cristin Etheredge your RSVP today!

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Referrals are the Greatest Compliment

Clients and referral sources have often told us that they hesitate to make a referral because they don’t know if friends, relatives, or coworkers meet our minimums or would otherwise be a good fit. Our message is that we are financial planning evangelists and would like to see everyone who seeks advice find a competent, ethical financial planner. Thus, we’re happy to talk to ANYONE who is referred to us and if, for whatever reason, we find that we’re not a good fit, we will work to match them up with an experienced financial planner who is.

If you know someone who may be interested in talking with us, please ask them to contact Lauren@YeBu.com or send Lauren the individual’s name and contact information so we may connect with them to set-up an initial meeting. We thank you for the continued trust you show in us by referring your friends, family, and colleagues so that we can help them to harness their financial resources to pursue exquisite, fulfilling lives.

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TheLiveBigWay® Digest – Behind the Scenes

TheLiveBigWay® Digeston October 19th, 2016No Comments

Behind the Scenes: Client Security

2016-10-18-cyber-securityIt seems like every few days there is a new headline about the latest major security breach or hack of personal information – one of the most recent being the breach of over 500 million Yahoo accounts that compromised personal data including names, email addresses, phone numbers, and more. It’s the current, and unfortunate, nature of our society. Luckily, there are many steps you can take in an effort to secure your data. And there are additional steps we take every day on your behalf to ensure the security of your personal information and your money. Read on to learn more about the efforts Yeske Buie goes through to protect you, your personal information and your money.

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Meet the Team: Ryan Klemm

Klemm_9696Yeske Buie is pleased to have Ryan Klemm join our team as a Financial Planning Resident. Ryan began his three-year residency with us in July, embracing Yeske Buie’s boot camp training first in Virginia and then in San Francisco. Born and raised in the DC Metro area, Ryan is now settling in well to our Vienna, Virginia office. To help you learn more about Ryan, we offer Meet the Team: Ryan Klemm where he shares insights into his time at Yeske Buie thus far and some goals he has as a Financial Planning Resident.

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You’re Invited: Yeske Buie’s Fall Open House

high-quality-open-houseWe hope you will join the Yeske Buie Team for our Open House in our San Francisco, CA office on Thursday, November 17th from 4:30 – 6:30pm. The Open House will feature delicious appetizers from Certified Master Chef Sean Andrade, several of Elissa and Dave’s favorite wines, and live music by Bay Area Strings. You can find this year’s menu, information on our musicians, and more on our website. Please email Cristin Etheredge your RSVP today!

 

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Where in the World is the Live Big® Glass?

wwlbg-compressedOur Live Big glass has become quite popular as it continues to travel around the country and around the world as part of our  “Where in the World is the Live Big Glass?” campaign. Our most recent pictures submitted by Clients and family highlight how Live Big® is embodied differently depending on each person’s interests and goals. We share two photos of the glass on different continents – Africa and Europe – and two photos of the glass being enjoyed by foodies in the US. If you have a picture showing how you Live Big with your glass, please feel free to send it to Lauren@YeBu.com and we will add it to our campaign.

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Referrals are the Greatest Compliment

Clients and referral sources have often told us that they hesitate to make a referral because they don’t know if friends, relatives, or coworkers meet our minimums or would otherwise be a good fit. Our message is that we are financial planning evangelists and would like to see everyone who seeks advice find a competent, ethical financial planner. Thus, we’re happy to talk to ANYONE who is referred to us and if, for whatever reason, we find that we’re not a good fit, we will work to match them up with an experienced financial planner who is.

If you know someone who may be interested in talking with us, please ask them to contact Lauren@YeBu.com or send Lauren the individual’s name and contact information so we may connect with them to set-up an initial meeting. We thank you for the continued trust you show in us by referring your friends, family, and colleagues so that we can help them to harness their financial resources to pursue exquisite, fulfilling lives.

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TheLiveBigWay® Digest – An Atypical Retirement

TheLiveBigWay® Digeston October 6th, 2016No Comments

Remembering Gene Wilder 

way-to-success-on-the-red-carpetWhen a celebrity’s retirement or estate plan is discussed posthumously, it usually tells a cautionary tale about the consequences of poor financial and estate planning. We tend to use these stories to emphasize the importance of planning (even for celebrities who seem to “have it all”). This isn’t the case for the iconic actor and comedian, Gene Wilder, who recently passed away at 83 after his struggle with Alzheimer’s. In remembering his legacy, we learn that even non-celebrities have a lot in common with Wilder’s retirement.

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Short Take: Do The Markets Fear Trump?

stock-market-quotesMany are predicting a rough time in the markets if Donald Trump is elected president. For instance, UMich economist Justin Wolfers published a piece in the New York Times where he predicted that stock markets would fall 10% – 12% if Donald Trump is elected. As a result of these predictions, trepidation is running high and we’ve received a lot of calls and emails from clients asking, “what if . . .” Read on for Dave’s answer to the question, “Do the markets really fear Trump?

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Yeske Buie in the Media: Investor’s Business Daily Interviews Elissa Buie

"Recently, Elissa talked with a reporter from Investor’s Business Daily, Morey Stettner, for an article focused on the lifecycle of a financial planning firm. Elissa shared experiences including starting her own firm, important decisions she’s had to make, and other insights related to her experience building Yeske Buie. Today, we feature the interview between Elissa and Morey to share with you pieces from Elissa’s journey over her remarkable 33-year career.

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Save the Date: Open House in San Francisco

high-quality-open-houseWe hope you will join the Yeske Buie Team from both offices for our Open House in San Francisco, CA on Thursday, November 17th from 4:30 – 6:30pm. The Open House will feature several of Elissa and Dave’s favorite wines, live music by a professional cellist, and delicious appetizers and sweet treats. Stay tuned to future Digests for the full menu and more and feel free to email Cristin Etheredge your RSVP.

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Tax Return Request

American Flag at U.S. CapitolWith the majority of extension deadlines passed, we would like to remind you to please send us a copy of your 2015 Federal and State returns to help us better serve you throughout the remainder of the year. We are best able to perform tax related analysis with your most current tax return. If you are unable to send the entire document due to its length, please send the 1040 and all schedules. You may send us the documents using one of these secure methods.

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TheLiveBigWay® Digest – Supernatural Influences

TheLiveBigWay® Digeston September 21st, 2016No Comments

Supernatural Influences of Estate Planning 

ghost-moneyWith Halloween just around the corner, you may find yourself watching one of the many “reality” TV shows centered on hunting down supernatural influences. Whether or not you believe in the supernatural, one could argue that there is a tangible way for those who have passed to have an influence on the world of the living. Put away your proton pack; we’re not busting any ghosts here, we’re talking about estate planning. While it may not be as personal as a ghostly apparition, you can still help the ones you love, even when you’re not around, by electing beneficiary designations. Read on to learn more about beneficiary designations and their not-so-supernatural effect.

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FAFSA: Forthcoming Adjustments Facilitate Student Advantages

student-loan-applicationWith the first day of Fall behind us, the back-to-school hype has dwindled and students are settling into a new year of classes. For high school seniors and their parents, however, a new hype is upon them: the college application process. Beginning October 1st, changes to the FAFSA process will be implemented to help align the financial aid process more closely with the admission process. We share more details on these important changes and we offer an expert’s opinion on why you should complete the FAFSA even if you don’t think you qualify for aid.  

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Yeske Buie in the Media: FPA BE

yeske-buie-02Last week, Elissa and Dave participated in the FPA Annual Conference, the largest gathering of CFP® professionals and thought leaders in financial planning. At the conference, Elissa spoke on a panel to discuss best practices for internships and Dave spoke on a panel to discuss Retirement Realities and was a judge for an academic track jointly sponsored by the Academy of Financial Sciences and the Journal of Financial Planning. Both speaking engagements received media attention at the conference and today, we share the highlights of Elissa and Dave’s presentations.

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Meet the Team: Zach Bennedsen

Bennedsen_9665Yeske Buie is pleased to have Zach Bennedsen join our team as a Financial Planning Resident. Zach started with the team in July and has been going through Yeske Buie’s intensive training program nicknamed, Boot Camp. The emphasis on hard work is nothing new to Zach who was an active student at Virginia Tech. In this edition of Meet the Team, Zach shares insights from his time at Yeske Buie thus far and the goals he has as a Financial Planning Resident.

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Referrals are the Greatest Compliment

Clients and referral sources have often told us that they hesitate to make a referral because they don’t know if friends, relatives, or coworkers meet our minimums or would otherwise be a good fit. Our message is that we are financial planning evangelists and would like to see everyone who seeks advice find a competent, ethical financial planner. Thus, we’re happy to talk to ANYONE who is referred to us and if, for whatever reason, we find that we’re not a good fit, we will work to match them up with an experienced financial planner who is.

If you know someone who may be interested in talking with us, please ask them to contact Lauren@YeBu.com or send Lauren the individual’s name and contact information so we may connect with them to set-up an initial meeting. We thank you for the continued trust you show in us by referring your friends, family, and colleagues so that we can help them to harness their financial resources to pursue exquisite, fulfilling lives.

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TheLiveBigWay® Digest – A Jewel of Financial Tools

TheLiveBigWay® Digeston September 8th, 2016No Comments

A Concise History of the Financial Planning Profession 

businessman-and-business-sketchBeing a member of a profession means having a shared understanding of who we serve and how we serve them, as well as the standards to which we hold ourselves when practicing our craft. For the September issue of the Journal for Financial Planning, Dave Yeske offers a concise history of the financial planning profession that details where the financial planning profession came from and how it evolved to look the way it does today. Read on to learn more about the profession’s institutions, education programs, pro-bono work and more.

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A Jewel of Financial Tools

technology-bulbIn today’s age of information abundance, it’s often said that you shouldn’t believe everything you read on the internet. This truth means that it can be difficult to find accurate answers to some of your most important questions, like those related to your finances. Fortunately, an agency called the Consumer Financial Protection Bureau (CFPB) exists to help protect the interests of financial consumers through the process of empowerment, enforcement and education. Today, we highlight a few of the reliable tools the CFPB has to offer and encourage you to share this resource with those looking for trusted financial information.

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Meet the Team: Mila Lavoie

Lavoie_9724Mila Lavoie joined the Yeske Buie team at the end of June as Project Administrator in our San Francisco office. As Project Administrator, Mila oversees a variety of internal projects and provides support to our growing team in pursuit of our goals. Prior to joining Yeske Buie, Mila worked for Standard Pacific Capital LLC as a Research Assistant to multiple investment analysts. Mila is passionate about being her best self at work every day to provide exquisite service to our team and our Clients. In this edition of Meet the Team, Mila shares the unique strengths she adds to the team and how she has connected with the Yeske Buie culture in her first few months with the team.

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Yeske Buie’s Interactive User’s Manual

yeske-buie-users-manualOur User’s Manual is an interactive guide to all things Yeske Buie that offers practical information ranging from how we serve our Clients to how you can get help with any issue. As you explore the Manual, you’ll find a history of our firm’s evolution, in-depth discussions of our investment and financial planning philosophy, a chance to meet the Yeske Buie team, and a guide to “Why Yeske Buie Clients are Elite”. The Manual is a dynamic guide that is updated regularly so even if you’ve reviewed the Manual in the past, we encourage you to jump right in and explore the wealth of useful and, we hope, interesting information.

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Referrals are the Greatest Compliment

Clients and referral sources have often told us that they hesitate to make a referral because they don’t know if friends, relatives, or coworkers meet our minimums or would otherwise be a good fit. Our message is that we are financial planning evangelists and would like to see everyone who seeks advice find a competent, ethical financial planner. Thus, we’re happy to talk to ANYONE who is referred to us and if, for whatever reason, we find that we’re not a good fit, we will work to match them up with an experienced financial planner who is.

If you know someone who may be interested in talking with us, please ask them to contact Lauren@YeBu.com or send Lauren the individual’s name and contact information so we may connect with them to set-up an initial meeting. We thank you for the continued trust you show in us by referring your friends, family, and colleagues so that we can help them to harness their financial resources to pursue exquisite, fulfilling lives.

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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