Two weeks ago, several members of our financial planning team attended the Financial Planning Association’s NorCal Conference in San Francisco. At the opening keynote presentation, Jennifer Micieli and Jennifer Hicks (aka “the Jens”), Elissa, and Dave listened to Dr. Laura Tyson, Berkeley professor and former…
We’ve written before about the explosive growth of energy supplies due to new technologies, including the very real possibility that the U.S. will achieve energy independence. However, as Fareed Zakaria noted in Sunday’s edition of Global Public Square, a new golden age of gas is…
When we last wrote it was to tell you that Yusuf had become a CERTIFIED FINANCIAL PLANNER® licensee. We’re writing you now with more good news. We learned on Monday that Jennifer Hicks passed the CFP® examination she sat for in March. As you may…
Marketwatch’s Jonathan Burton reviews the many factors that investors should consider when choosing a mutual fund, including such things as diversification, risk, and style drift. Jonathan quotes Dave on the subject of controlling fees and expenses. It can’t be said enough: with funds, costs matter….
With graduation season looming and so many high school and college grads preparing for one of life’s larger rites of passage, the Yeske Buie Team is celebrating a major milestone by one of its own. On April 10th of this year, Yusuf Abugideiri became the…
The Eurozone is back in the news today as economic and political events have given rise to fresh doubts that European policy-makers will get their financial house in order. Renewed uncertainty took several forms, from comments by the head of the IMF that Europe is…
The New York Times ran an interesting piece a few days ago (Wary of Heights (and the Future)) that pointed out the seeming paradox of the S&P 500 Index hitting four-year highs, while investors continue to sit skeptically on the sidelines. Morningstar reports another $3.8…
An article in the Journal of the Society for Judgment and Decision Making last year made the case that simple, name recognition-based systems for choosing winning sports teams beat more elaborate, expert-based systems. The article’s title, “The wisdom of ignorant crowds: Predicting sport outcomes by…
If you’ve looked at the news today, you know that the anniversary we’re referring to is that of the stock market’s financial crisis low, reached three years ago today when the Dow bottomed-out at 6,547. The market has doubled since then but, as many commentators…
Janet Kidd Stewart, in a special the to Tribune Newspapers, discusses the different ways to think about market volatility and manage it in your portfolio. She quotes Dave pointing out that just because your portfolio may be correlated in the short-run with some narrow market index…