| 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.
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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?
 Beginning 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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