TheLiveBigWay® Digest: Influential Understanding
The DFA Approach: Maximizing Return and Minimizing Risk
Yeske Buie adopted the Dimensional philosophy more than 25 years ago, and we continue to use their mutual funds as the base of our Clients’ portfolios. Read on to learn more about how Dimensional’s top minds use the best available science to construct mutual funds designed to maximize return while minimizing risk in an uncertain world.
Supernatural Influences of Estate Planning
When Halloween comes around, 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.
Ask Elissa and Dave
What’s the difference between a financial planner and a financial advisor? This question has become quite popular as a result of the various financial services regulations being addressed by the SEC and other regulating bodies as of late. At Yeske Buie, we believe the distinction between these two terms really matters and today, Elissa and Dave share their thoughts on the matter to address our latest question in our Ask Elissa and Dave feature. Continue reading for their thoughts, and to ask them whatever questions are on your mind.
Natural Disasters and Emergency Preparedness
We are actively thinking about all of our Clients, strategic partners, family, and friends who are being affected by the fires that are ravaging Northern and Southern California, and the other catastrophic storms that have impacted thousands across the country. For those faced with the financial aftermath of one of these disasters, we’ve collected tips from victims of prior storms, those in the insurance industry, and fellow financial advisors on what to do next. And, for those who have not been affected by the storms, we share two articles on the topic of emergency preparedness to ensure you’re ready to weather any weather that may come your way.
Health Insurance Marketplace: Open Enrollment Begins Today
Open enrollment for health coverage through the Health Insurance Marketplace begins today and runs through December 15, 2019. As of today, you can log in to HealthCare.gov, fill out an application, compare plans and premiums, and enroll for health coverage to begin in 2020. With the enrollment window now open, we share a quick guide from HealthCare.gov including their informative application checklist to help you learn more about enrollment, potential savings, plan selection, and more.