Yusuf Abugideiri, CFP, Author at Yeske Buie

The Stock Market Doesn’t Care Who’s President

Posted Oct. 15, 2020

As you may have heard, there will be an election next month. And in every presidential election year, the same question comes up in our conversations with Clients: how will the outcome of the election affect my portfolio? As we’ve said in the past, while...

Topics: Economy and Investing

When Projections Align with Reality

Posted Oct. 01, 2020

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

Money Market Fund Focus

Posted Apr. 16, 2020

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

Asset Protection

Posted Apr. 02, 2020

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

The DFA Approach: Maximizing Return and Minimizing Risk

Posted Oct. 31, 2019

It has been said time and again: “markets climb a wall of worry”. The world can be an uncertain place, and investors like to be appropriately compensated for assuming the risk of being stock market participants. DFA (Dimensional Fund Advisors), the mutual fund company that...

Topics: Dimensional Fund Advisors, Economy and Investing, Financial Planning

Turning Your Portfolio into a Paycheck

Posted Oct. 16, 2019

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

Healthy Technology Habits

Posted Jul. 16, 2019

Identity protection has never been a hotter topic, and it seems as if securing your identity is growing more challenging by the day. Hackers, phishers, and identity thieves continue to find new ways to cause security breaches and infiltrate people’s databases, email and financial accounts....

Topics: Cybersecurity, Financial Planning, Yeske Buie Millennial

Portfolio Update: Going Long on Bonds

Posted Jun. 13, 2019

A couple years ago, we decided to take a more conservative approach in our fixed income portfolio and replace DFA’s Five Year Global Bond fund with its One Year Fixed Income fund, which carries an average maturity of less than one year. We made this...

Topics: Economy and Investing, Financial Planning

An Investment Approach That’s Stable, Not Static

Posted Jun. 04, 2019

From an outside perspective, it can be easy to label Yeske Buie’s investment philosophy as “passive.” However, while that descriptor is partly true (i.e. we do not churn the holdings of our Clients’ accounts or turn our approach upside-down based on the latest industry trends...

Topics: Economy and Investing, Yeske Buie Millennial

Hindsight is 20/20

Posted Mar. 21, 2019

Investors continually make predictions about the future, trying to “beat” the market and, in many instances, failing to do so. While there are instances when these predictions turn out in their favor, many of these predictions turn out to be pretty comical in retrospect. We’ve...

Topics: Financial Planning

Author: Yusuf Abugideiri, CFP