Back-to-School: Strategies for Success

Webinarson July 26th, 2018No Comments

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

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

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Live Webinar Panel Discussion

Back-to-School: Strategies for Success

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

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

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ADDITIONAL MATERIALS:

SAVE – SPEND – DONATE – INVEST

Webinarson March 21st, 2018No Comments

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

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

2018 Outlook: Through the Looking Glass

Webinarson January 3rd, 2018No Comments

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

Live Webinar with Dr. Dave Yeske

2018 Outlook: Through the Looking Glass

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

 

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

Additional Materials:

Housing Transitions in Retirement: It’s Your Move

Webinarson August 30th, 2017No Comments

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

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

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

Video: Yeske Buie Investment Philosophy and Process

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

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

Related video: The Wisdom of Crowds

Around the World in 60 Minutes

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

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

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ADDITIONAL MATERIALS:

Will the Trump Administration be GREAT for Your Finances?

Webinarson January 18th, 20171 Comment

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

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ADDITIONAL MATERIALS:

Policy-Based Financial Planning As Decision Architecture

Financial Planning, Policy-Based Financial Planning, Videos, Webinarson July 8th, 2015No Comments

Policy-based financial planning offers a framework and approach that allows practitioners to craft decision rules that can keep clients committed to a consistent course of action in a seemingly chaotic and unpredictable world.

Video: The Wisdom of Crowds

Economy and Investing, Fun Stuff, Videos, Webinarson January 29th, 20142 Comments

We conducted an experiment testing the “wisdom of crowds”, the proposition that, in many situations, the collective wisdom of a group will surpass that of even its smartest individual members.

Video: How to Build an All-Weather Portfolio

Economy and Investing, Videos, Webinarson December 19th, 2013No Comments

Stormy SeaWhen it comes to investing your hard earned money for the long-run, the world can sometimes seem like a scary place. And not just because of the occasional category five storm that blows our way, like the dot-com meltdown of 2000-2002 or the bursting of the real estate bubble in 2008. It’s also all the squalls that can sweep through the markets, triggered by things like the Euro-zone debt crisis, government shutdown, or debt-limit standoff, that likewise threaten feel like they might capsize our portfolios. The one thing we know with a certainty is that the timing, magnitude, or impact of world events can never be predicted with the kind of precision required if we’re to nimbly trade in or out of the markets to avoid danger or capture gains. At the end of the day . . .

It’s better to be resilient than nimble.

This 13 minute video is a brief description of how we build a resilient, all-weather portfolio that can carry you through whatever storms may come our way.


“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