Yeske Buie Weekend Digest 4/20/2009
We’ve been gratified by the positive feedback we’ve received for last week’s webinar, “The Perfect Storm: How We Got Here and Outlook for Recovery.” If you weren’t able to attend, you can still find it in the archives (see below for instructions). Have a great weekend!
Webinar Archive Available
Judging by the responses received so far, our “Perfect Storm webinar last week was a great success. We’ve now made it available on our website for download or viewing. There are three versions to choose from:
– Windows Media Version: this recording can be streamed or downloaded to your computer.
– Podcast: this can be played on any video-capable iPod.
– Slides Only : in Adobe Acrobat format, these do not have the audio narration.
Media Matters
Dave’s latest article (“Is The Stock Market ‘Efficient’ or Is It Just Insane?” ) is now available on the Boomer-Living website. This piece was inspired by a question that I received from a webinar participant (thanks Bill).
Volunteer Work
The president-elect of the Financial Planning Association has asked Dave to co-chair FPA’s 2010 Retreat. Retreat is FPA’s annual meeting for the profession’s most advanced practitioners. If he agrees to do it, I’ll be co-chairing with my good friend and study group partner Guy Cumbie of Fort Worth, Texas.
And speaking of FPA meetings, Elissa is scheduled to speak at FPA’s Annual Conference in Anaheim later this year.
Identity Theft
Just a reminder that we’ve posted an article on our website (“Guarding Against Identity Theft“) on how to protect yourself from identity theft.
How to Get Help
And don’t forget that our updated client page offers a full list of who does what and who you should contact for help with various issues. Contact numbers and email links are available from that page as well.
Take the Tour
Among the investment vehicles we’re able to access when assembling client portfolios, few are as unique as those offered by Dimensional Fund Advisors (DFA). Although these institutional class portfolios sport minimum initial investment requirements of $5 million each, we’re able to access them on behalf of our clients in any increment required as a result of the relationship we’ve established with the company.
One of the reasons we find the DFA approach so compelling is that it is research-based, founded upon the science of investing, and therefore completely compatible with our own philosophy and practice. You can take a tour of the DFA philosophy and approach on their website; it’s well worth a few minutes of your time.
Weekend Reading
Here are a few of the more interesting items that found their way into print over the past week.
With all these tea parties going on, you might be surprised to find a former Reagan advisor saying that federal revenues as a share of the economy is the lowest it’s been since the 1950s.
Check out The Good News Economist, where “when all you read is gloom, turn here for a different perspective.”
You don’t need my help finding bad news, that’s the bread and butter of the mainstream press. So here’s an antidote, the Good News Daily, which scours the world and reports the good news of the day.
Quote of the Day
“A hundred times a day I remind myself that my inner and outer lives are based on the labors of other people, living and dead, and that I must exert myself in order to give in the same measure as I have received and am still receiving.”
Albert Einstein