After months of studying and weeks of waiting for results, we are pleased to announce that Lauren Stansell has passed the CFP® Exam. The CFP® Exam is one of four steps required to earn the CERTIFIED FINANCIAL PLANNERTM designation (in addition to the education requirement,…
The Yeske Buie Financial Planning Team attended the 2014 FPA Far West Round-Up Conference in Santa Cruz from Thursday, August 14 to Sunday, August 17. The Round-Up has many features of the Old West, including a designated sheriff (leader), posse (conference committee), and greenhorns (the…
Eugene Fama: Building a Life Few economists have had a greater influence on how we think about the markets and how we structure client portfolios than Gene Fama. We’ve recently come across a brief, seven minute video in which Gene Fama discusses his life, how he…
Few economists have had a greater influence on how we think about the markets and how we structure client portfolios than Gene Fama. We’ve written about Fama and his work before, first to congratulate him on receiving the Nobel Prize in Economics in November of…
For the second time this year, YeBu East Coast team members volunteered with Dreams for Kids, an organization focused on organizing life-changing activities that empower children with physical and developmental disabilities to unite with their peers and realize their full potential.
The Live Big® Chronicles – Live Big, Live Free What does Live Big mean? Some may interpret it as meaning “spend big”, “live large” or a recommendation to some other form of overindulgence. But Live Big is about the size of your life, not the size…
Millennials, Don’t Let Mayhem Get the Best of You X If you’re a member of the millennial generation, or you know a millennial, we want to talk to you about why young people need liability insurance. There are three simple principles that we believe should be applied:- If…
In your most recent current update, you talked about completing the Nike Women’s Half Marathon in DC and looking forward to running the Fit Foodie 5k. Have you always been interested in running or is running a new hobby of yours? Growing up, I ran,…
Consumer Reports addresses the hazards of being over-diversification in your portfolio (Are Your Investments Too Diversified?) in an online article that originally appeared in the June issue of Consumer Reports Money Advisor. They quote Dave on the dangers of loading up on the winners of the…