Author: Yusuf Abugideiri, CFP

We thought this piece – “Wild Market Ride Lifts Everything from Lumber to Stocks to Bitcoin” - that ran in The Wall Street Journal did a nice job summarizing some of the perspectives investors have about current market conditions. We’ve highlighted some of the article’s...
Topics: Economy and Investing

It. feels. like. everyone. is. talking. about. it. What is “it”, you might ask? Inflation, of course. As the world’s economies recover and the US economy continues its return to its pre-COVID form, policy-makers, investors and economists have set their eyes on inflation as one...
Topics: Economy and Investing

At Yeske Buie, we think of ourselves as financial planners, not just asset managers. With that being said, the process of creating a Client’s financial plan requires us to build a strategy for their investments and to use assumptions about their portfolio’s performance when crafting...
Topics: Financial Planning

As part of our strategy in managing the cash holdings in our Clients’ portfolios, Yeske Buie employs a handful of Money Market Funds (MMFs), including: Schwab’s Value Advantage Money Fund (Investor Shares: SWVXX; Ultra Shares: SNAXX) This fund is bought and sold like the other...
Topics: Economy and Investing

In turbulent times like these, our Clients often ask how we’re protecting their assets. In this piece, we’ll focus on the measures our strategic partner, Charles Schwab, takes to ensure our Clients’ accounts are safe. Schwab is one of the largest and best capitalized broker/dealers...
Topics: Economy and Investing, Financial Planning

As our Clients approach retirement and prepare to begin making distributions from their portfolio to meet their spending needs, we often hear questions like these: How much can I safely spend from my portfolio in retirement? How will I know if I’m heading for trouble?...
Topics: Financial Planning