Author: Yeske Buie

Posted Feb. 16, 2023
Things to Consider When Changing Banks Change can be a good thing. But change for the sake of change does not always result in progress. If you’re thinking about changing banks, it’s important to consider a number of factors including what kind of service and...
Topics: TheLiveBigWay® Digest

Posted Feb. 02, 2023
A frequent question we hear from our Clients, “When is the right time to buy a house?” The reality is that there’s never a perfect time to buy a house; it’s challenging any time, even in a buyers’ market. In our view, it isn’t about timing...
Topics: Financial Planning

Posted Feb. 01, 2023
In this recorded presentation, Yeske Buie's team of experts shared our story about... What happened in the markets and economy in 2022, An outlook on inflation, interest rates, the labor market, and more in 2023, and Policy updates from Washington that are most likely to...
Topics: Economy and Investing, Webinars and Videos

Posted Jan. 19, 2023
Personal Finance: A Video Series Today we share the first video of a new series focusing on a variety of personal finance related topics. Throughout the series, Financial Planner, Cole DeLucas, will share quick tips and relevant information on employer-provided benefits, cashflow planning, policy-based financial...
Topics: TheLiveBigWay® Digest

Posted Jan. 05, 2023
The Secure Act 2.0 The SECURE Act 2.0 is here. SECURE stands for Setting Every Community Up for Retirement Enhancement and this bill is all about retirement planning. While there isn’t a headliner provision quite as prolific as there was in the SECURE Act passed...
Topics: TheLiveBigWay® Digest

Posted Dec. 21, 2022
Welcome to our most-viewed posts of 2022. It was a challenging year for markets and the economy for a number of reasons, including uncertainty around inflation and interest rates. Congruently, our commentary on these topics was most popular with our visitors. We were pleased to...
Topics: TheLiveBigWay® Digest

Posted Dec. 08, 2022
The Two Week Look: Systematic Rebalancing While Yeske Buie’s investment philosophy may appear to be passive, our approach to monitoring the components of our client portfolios is anything but. We are constantly evaluating the shifting landscape, and we “look” more frequently than we take action....
Topics: TheLiveBigWay® Digest
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At Yeske Buie, our purpose is to empower people to pursue their Live Big® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.
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