Author: Lauren Mireles

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,…

Topics: Dimensional, Financial Planning

When meeting with clients, we explore their personal history by asking questions like the following:* Tell us about your family during the years you were growing up. When you were growing up, your mother taught you that money was . . . When you were growing up,...
Topics: Financial Planning, YeBu® News & Events

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…

Topics: Dimensional, Financial Planning