Author: Yeske Buie

Investment Updates: A Little Fine Tuning We made a few changes to our portfolios this week that we thought we’d share.  These adjustments are technical in nature and constitute fine-tuning more than anything else. Meet the Team – Lauren Grove As an Assistant Financial Planner…

Topics: TheLiveBigWay® Digest

We made a few changes to our portfolios this week that we thought we’d share.  These adjustments are technical in nature and constitute fine-tuning more than anything else. Bond Allocation Updates As we discussed last month (Managing Risk When Rebalancing Into Bonds), we believe that…

Topics: Economy and Investing

Our friend Bill Dix just shared this video by Simon Christen with us, noting that “we spent a limited amount of time in San Francisco during our Orange County days, but we never saw fog the way he does.” Indeed. A beautiful look at the…

Topics: Fun Stuff

Super Size Me: When Bigger Isn’t Better Sometimes bigger is better. Bigger paycheck. Bigger responsibilities. Bigger vacation. At Yeske Buie, we talk about having Live Big® goals, which are about having a bigger vision for how you’re going to live your life. When it comes…

Topics: TheLiveBigWay® Digest

We haven’t failed to notice the stock market declines of the past few days, universally attributed to Fed Chairman Ben Bernanke’s suggestion that the end of extraordinary Federal Reserve action to boost the economy may be in sight. We think this reaction, if indeed it…

Topics: Economy and Investing

Elissa and Dave were featured in InvestmentNews' 15th anniversary edition special feature of the top 15 transformational advisers.  The feature, written by Andrew Osterland, highlights Elissa and Dave's relationship and their extensive contributions to the financial planning profession, focusing especially on their work in the areas of "policy-based...
Topics: Articles of Interest, Policy-Based Financial Planning, Yeske Buie in the Media