YeskeBuie, Author at YeskeBuie

TheLiveBigWay® Digest: Inside the Portfolio, Inside the Plan

Posted Apr. 23, 2026

The Anatomy of Your Portfolio’s Returns In so many of the communications we share with our Clients, we refer to “the stocks in the YeskeBuie portfolio” and then continue on with whatever point we’re trying to make. In today’s post, the stocks in the YeskeBuie...

Topics: TheLiveBigWay® Digest

YeskeBuie Named An InvestmentNews Excellence Awardee in Two Categories

Posted Apr. 13, 2026

The standard of excellence we hold for our Clients is what drives everything we do at YeskeBuie, and we are honored when that commitment is recognized beyond our walls. We are proud to share that YeskeBuie has been named an Excellence Awardee in two categories...

Topics: YeBu® News & Events, YeskeBuie in the Media

TheLiveBigWay® Digest: Client Big

Posted Apr. 09, 2026

Dear Readers, In February, we introduced you to The BIGs – the six core values that were co-created by our team over a series of retreats beginning in 2014 and that continue to shape every decision we make and every interaction we have with you....

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TheLiveBigWay® Digest: Money in Motion

Posted Mar. 26, 2026

Seeds of Savings: The 530A Account Explained Section 530A Accounts (aka "Trump Accounts"), a new type of savings account to jumpstart savings for young children, are set to be “open for business” come July 4, 2026. And if you know a baby recently born or...

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TheLiveBigWay® Digest: Palpable Energy

Posted Mar. 12, 2026

As our firm steps into this next chapter, there is a palpable energy across our team. New energy is showing up in fresh ideas, growing leaders, and a continued dedication to the Clients we serve, all while maintaining our non-negotiable standard of excellence. In this...

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TheLiveBigWay® Digest: The Values Behind Your Experience

Posted Feb. 26, 2026

Dear Readers, At YeskeBuie, our core values aren’t words that we framed and forgot. Rather, they are principles that were co-created and have been challenged, refined, and embraced over time, becoming the compass that guides our decisions and shapes our interactions and the way we...

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TheLiveBigWay® Digest: Plan, Protect, and Pause

Posted Feb. 12, 2026

In this edition of the Digest, we’re sharing timely resources to support your financial plan, a few important reminders to keep you informed, and a couple of thoughtful pieces for a well-deserved brain break. We hope you find something helpful, insightful, and maybe even a...

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TheLiveBigWay® Digest: Rooted in Care, Growing Together

Posted Jan. 29, 2026

In this edition of the Digest, we want to focus on you. We hope you know that we are always thinking about you – your family, your goals, your plan – and also about how we hope you feel when you think about our relationship....

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TheLiveBigWay® Digest: Together & Ahead

Posted Jan. 15, 2026

We Want to be Your First Call Life is full of important moments – marriage, having children, changing jobs, big purchases like homes or cars, and more. When these moments happen, we want to be your first call. Why? Because your financial plan touches nearly...

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YeskeBuie’s Succession Plan: Q&A with the ‘C3Os’

Posted Jan. 15, 2026

Our Clients — your needs and helping you feel secure in your financial future — inform all aspects of our work at YeskeBuie. As our Founders, Dave and Elissa, prepared to retire at the end of 2025, our new C3Os, Lauren, Lauren, and Yusuf, sat...

Topics: Financial Planning, YeskeBuie in the Media

Author: YeskeBuie

TheLiveBigWay® Digest: Inside the Portfolio, Inside the Plan

YeskeBuie Named An InvestmentNews Excellence Awardee in Two Categories

TheLiveBigWay® Digest: Client Big

TheLiveBigWay® Digest: Money in Motion

TheLiveBigWay® Digest: Palpable Energy

TheLiveBigWay® Digest: The Values Behind Your Experience

TheLiveBigWay® Digest: Plan, Protect, and Pause

TheLiveBigWay® Digest: Rooted in Care, Growing Together

TheLiveBigWay® Digest: Together & Ahead

YeskeBuie’s Succession Plan: Q&A with the ‘C3Os’

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