As we prepare this edition of the Digest, we’re hoping that you had a great end to 2015 and celebrate the start to 2016 with your close family and friends. The end of one year and the beginning of another is a great time to…
Over the past year, we have shared a variety of videos from strategic partner Dimensional Fund Advisors, as we feel they provide important insights into Dimensional’s way of thinking and highlight the similarities between Dimensional and Yeske Buie. To continue illustrating our connection, we share…
Creative is not a word that always comes to mind when you think of wealth management. But at Yeske Buie, our firm, our culture, and our Client relationships are built around our talent for thinking creatively to help our Clients recognize their unique needs, goals,…
It is estimated that Social Security has 2,728 different rules1 and that there are more than 8,000 claiming strategies for married couples alone2. As these staggering numbers suggest, Social Security is a complicated topic. As a result, there is often a knowledge gap for hopeful…
In June, we announced that Yusuf Abugideiri, Financial Planner in our Virginia office, was named co-chair of the Recent Alunmi Board of the Pamplin College of Business. The Board is a diverse group of young professionals whose work is aimed at advancing the present and…
A recent article by Miriam Rozen on FinancialPlanning.com asserts that alternative investments are rapidly becoming of more interest to advisors. As a result of the booming interest, Rozen explains that many advisors are committing to lengthy training programs to efficiently educate themselves and their Clients…
As Dimensional Fund Advisors embarks on its 25th year of working with financial advisors, they shared with us a series of Dimensional Stories, two minute videos featuring Nobel Laureate Eugene Fama and/or David Booth speaking on the themes and insights that influence Dimensional’s way of…
In a recent article from Kiplinger’s Personal Finance, Jane Bennett Clark reviews the pros and cons of renting vs. buying for retirees looking to downsize their living space. While the article specifically addresses retirees, the decision between renting vs. buying is becoming more prevalent for…
A recent article by Lou Carlozo, The 10 Fears That Are Keeping You From Being Rich, outlines behaviors that oftentimes come between you and your potential wealth. It seems ironic that while many feel additional wealth would be the answer to their financial fears, it…