TheLiveBigWay® Digest – Present Value

While globalization and technological advancement have afforded us unprecedented levels of connectivity and opportunity, the potential downside to this level of accessibility is the uncountable number of forces competing for our attention at any given moment. Fortunately, there is a simple way to help make sure we are operating at our best, with the mental and emotional clarity to excel at our work and live fulfilled lives. As the Yeske Buie team prepares for our semi-annual staff retreat in San Francisco next week, we were inspired to share our thoughts on Mindfulness as we have learned and experienced that resting in awareness is one of the most powerful means to ensure we are effectively serving other members of the team and most importantly, our Clients.

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Dimensional Stories: Know the Animal

Creative is not a word that always comes to mind when you think of wealth management. But at Yeske Buie, our firm, our culture, and our Client relationships are built around our talent for thinking creatively to help our Clients recognize their unique needs, goals, and opportunities. Furthermore, we believe in creative strategies that are executed with the grounded wisdom that comes from taking an evidence-based approach to everything we do. With this in mind, we share another short video from Dimensional Fund Advisor’s (DFA) Dimensional Stories series titled, “Know the Animal”, in which David Booth and Eugene Fama discuss how Dimesnional’s approach encourages investors to have a well-grounded perspective of markets.

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Meet the Team: Cody Daniels

Cody Daniels joins the Yeske Buie team in June as a Financial Planning Resident. Cody earned a Master of Science degree in Personal Financial Planning in May 2015 from Kansas State University’s CFP^® Board Registered Program. Cody has a passion for financial planning and helping individuals and families achieve their personal financial goals. Cody traveled with his wife from Idaho Falls to San Francisco, and is focused on expanding his financial planning knowledge through Yeske Buie’s Financial Planning Resident Program. In this edition of Meet the Team, Cody sheds some light on his passion for Financial Planning and his goals during his time at Yeske Buie.

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Yeske Buie Fall 2015 Open House in San Francisco – Next Week!

We hope to see you next week at our our Open House in San Francisco on Thursday, October 29th from 4:30 – 6:30pm. This year’s event will feature several of Elissa and Dave’s favorite wines, a processional cellist, Yeske Buie Live Big glasses, and delicious appetizers and sweet treats from local company, JJardine. Read more about the featured wines, the menu, the entertainment and more! Please send your RSVP to Cristin@YeBu.com.

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Cappella SF Concert: Songs for the Earth

A very exciting concert is coming up on November 7th at 7:00pm at Mission Dolores Basilica in San Francisco – a collaboration between Cappella SF and the environmental group Food and Water Watch. Elissa and Dave will be attending the concert to listen to Ragnar Bohlin, artistic director of Cappella SF and Grammy-winning Chorus Director of San Francisco Symphony, lead a singular collection of 24 of the Bay Area’s finest choral musicians in a program of beautiful a cappella music and spoken reflections. Yeske Buie will also be sponsoring a recording of the holiday concert later in November which we will have available upon request during the holiday season. For tickets and information about the concert, please visit their website.