Yeske Buie, Author at Yeske Buie

TheLiveBigWay® Digest: More Secure

Posted Feb. 20, 2020

The SECURE Act As you may have read, the SECURE Act was signed into law late last year and consists of tax law changes that will affect all of us. The biggest changes impacting financial planning decisions include the delayed beginning age for Required Minimum...

Topics: TheLiveBigWay® Digest

TheLiveBigWay® Digest: What’s the Difference?

Posted Feb. 05, 2020

FSA vs. HSA: What's the Difference? Health care costs - premiums, deductibles, and copays – can be unpredictable and add up quickly. As such, it’s important to have an effective health care plan in place. The IRS offers two tremendous strategies that can be taken...

Topics: TheLiveBigWay® Digest

“We are always thinking about YOU, the Client…”

Posted Feb. 05, 2020

At Yeske Buie, serving our Clients is the heart of our business. And to best serve our Clients, we believe that we must always put their needs first, understand who and what matters most in their lives, and use the best available science to craft...

Topics: Financial Planning, Yeske Buie in the Media

TheLiveBigWay® Digest: Super Strategies

Posted Jan. 23, 2020

Protect Your Child's Future Credit Never before has so much of our personal information been so widely available. We hope that you’ve taken proper preventative measures to protect your personal information in this reality, and wonder if you’ve taken the same precautions for your loved...

Topics: TheLiveBigWay® Digest

The Yeske Buie Playbook

Posted Jan. 23, 2020

Super Bowl LIV will see the San Francisco 49ers square off against the Kansas City Chiefs in Miami, Florida on Sunday, February 2. News outlets of every sort are filled with predictions of winners and point spreads. Sportscasters, meanwhile, endlessly debate the strengths and weaknesses...

Topics: Financial Planning, Yeske Buie Millennial

2020 Vision: Financial and Economic Outlook

Posted Jan. 16, 2020

Kicking off the new year, we share a recording of our webinar where we provided a 60 minute tour of the economy and the markets for the year just ended and the one that lies ahead. Throughout the presentation, Dr. Dave Yeske talks about what...

Topics: Economy and Investing, Webinars

TheLiveBigWay® Digest: Meaningful Money Conversations

Posted Jan. 09, 2020

Meaningful Money Conversations As financial planners, we are entrusted with one of life’s most delicate subjects, money. And it’s no news to us or to you that discussing money can sometimes be difficult. Despite the possibility of discomfort however, being able to talk about money...

Topics: TheLiveBigWay® Digest

TheLiveBigWay® Digest: Art and Science

Posted Dec. 12, 2019

Periodic Table of Returns Diversification is one of the most powerful strategies an investor can employ when implementing their investment philosophy. To demonstrate exactly why diversification is so important, we share a chart ranking the performance of the components of the Yeske Buie portfolio over...

Topics: TheLiveBigWay® Digest

10 Enhancements to Financial Advice

Posted Dec. 12, 2019

Our strategic partners at Dimensional offer their take on 10 enhancements to financial advice over the past 30 years. This year, Dimensional is celebrating 30 years of working with financial advisors, a collaboration that has helped change the way the world thinks about investing. To...

Topics: Dimensional Fund Advisors, Economy and Investing

Periodic Table of Returns

Posted Dec. 12, 2019

As we’ve mentioned time and again, diversification is one of the most powerful strategies an investor can employ when implementing their investment philosophy. At Yeske Buie, that philosophy translates to a globally diversified portfolio tilted towards small company and value stocks. The majority of the...

Topics: Economy and Investing

Author: Yeske Buie