Author: Yeske Buie

These days, changing jobs is a fairly commonplace. Chances are you will change jobs more than once in your career, if not several times. These job transitions can be a whirlwind, both exciting and daunting at the same time. It is a time of emotion,...
Topics: Financial Planning

What to Expect When Consolidating Accounts Transitionary times – retirement, starting a new job, etc. – can be stressful, especially when unfamiliar processes like paperwork and money movement are involved. In this short video, Financial Planner, Cole DeLucas shares a brief summary of the logistical...
Topics: TheLiveBigWay® Digest

It’s a true privilege to share the news that Sydney Woodward has passed the CFP® Exam! Sydney discovered the financial planning profession by accident just a few years ago, and now she’s only a few months away from earning the prestigious certification. While the journey...
Topics: YeBu® News & Events

Investment Philosophy: Bite Size Edition Investing in the market is often compared to riding a roller coaster, implying that both your money and your emotions will experience highs and lows over time. While volatility is inevitable throughout your investment journey, we have a fundamentally grounded...
Topics: TheLiveBigWay® Digest

March Madness Money Lessons The NCAA Men’s Basketball Tournament championship game – the pinnacle of the sport – is upon us. And perhaps unsuspectingly, the spectacle of March Madness presents several themes that can be universally applied. From the emotionality of the games to the...
Topics: TheLiveBigWay® Digest

Empowering Women in the Great Wealth Transfer March is known as Women’s History Month and serves as a dedicated time to celebrate the accomplishments of women and the strides that have been made to create an environment of equality. And while great progress has been...
Topics: TheLiveBigWay® Digest

If you pick up the March 2022 copy of Washingtonian magazine, you’ll find a few familiar faces smiling back at you. Once again, Elissa Buie and Yusuf Abugideiri have made the magazine’s prestigious Top Financial Advisers list. This recognition feels particularly rewarding, as it is...
Topics: Yeske Buie in the Media

Soundbite: What’s to Come from Washington? If you were paying attention to discussions about Biden's Build Back Better plan in 2021, you may have heard a lot about big potential tax law changes. But there hasn’t been much discussion in the new year – so...
Topics: TheLiveBigWay® Digest

Interested in learning more about the origin of our investment philosophy or the firm itself? Looking for some clarity on a financial planning topic, the markets, or your portfolio? Curious about the make up of our team, how we operate, or our company culture? Send...
Topics: Financial Planning, YeBu® News & Events