When it comes to assessing where to put money to work in 2014, Andrew Osterland of CNBC reports that advisors are largely in agreement: tilt towards stocks. Of the 1,449 CERTIFIED FINANCIAL PLANNERTM professionals surveyed by CNBC/Financial Planning Association, 87% were bullish on stocks, particularly when…
A Different Dimension Nobelist Gene Fama and Dimensional Fund Advisors have drawn favorable attention lately with both a cover feature in Barron’s and an appreciation in Morningstar. That certainly seems like a lot of attention to be lavished on a mutual fund company. In her article,…
Our San Francisco financial planning team (Elissa, Dave, Jennifer, and Jen) attended a Financial Planning Association of San Francisco meeting on Tuesday that featured Gary Schlossburg, Senior Economist for Wells Capital Management, presenting on the outlook for the U.S. economy and financial markets into 2015. We thought…
Everyone by now is aware of the great year that the S&P 500 had in 2013, returning more than 32%, its best performance since 1997. We thought this might be a good time to review the overall performance of our clients’ portfolios for the year, not least…
Join the Yeske Buie Team from both offices for our Open House in Vienna on Thursday, Mar. 20th from 4:30-6:30 p.m. Elite Tarot Back by popular demand, we will be featuring a professional tarot card reader. Eve from Elite Tarot will be helping guests gain clarity and…
As we prepare this edition of the Digest, we’re hoping that you had a great end to 2013 and celebrated the start to 2014 with your close family and friends. The end of one year and the beginning of another is a great time to…
As we prepare this edition of the Digest, we’re hoping that you’ll have the opportunity to take a restful break in the final days of 2013. The end of the year is always a time to reflect upon all that has transpired in our lives…
Managing Risk in a Rising Stock Market U.S. stock indices have been hitting new highs in recent weeks, prompting many to ask if the market has become “overpriced” and, if so, what can we do to mitigate risk? In order to answer these questions, there are several…
It’s about that time of year. If you are participating in holiday shopping and/or gift giving, here are four ways to take the bite out of the bill… 1. Spend Wisely If you are going to spend your hard-earned dollars, make sure that you are doing…