Economy and Investing

2020 Vision: Financial and Economic Outlook

Posted Jan. 16, 2020

Kicking off the new year, we share a recording of our webinar where we provided a 60 minute tour of the economy and the markets for the year just ended and the one that lies ahead. Throughout the presentation, Dr. Dave Yeske talks about what...

Topics: Economy and Investing, Webinars

2019 Market and Portfolio Snapshot

Posted Jan. 06, 2020

While the calendar year is a somewhat arbitrary yardstick for measuring progress, we all naturally organize our thoughts this way. With this in mind, we use this space to share a quick snapshot of what happened in the markets and in our Client portfolios during...

Topics: Economy and Investing

10 Enhancements to Financial Advice

Posted Dec. 12, 2019

Our strategic partners at Dimensional offer their take on 10 enhancements to financial advice over the past 30 years. This year, Dimensional is celebrating 30 years of working with financial advisors, a collaboration that has helped change the way the world thinks about investing. To...

Topics: Dimensional Fund Advisors, Economy and Investing

Periodic Table of Returns

Posted Dec. 12, 2019

As we’ve mentioned time and again, diversification is one of the most powerful strategies an investor can employ when implementing their investment philosophy. At Yeske Buie, that philosophy translates to a globally diversified portfolio tilted towards small company and value stocks. The majority of the...

Topics: Economy and Investing

10 Ways Investments and Markets Have Evolved

Posted Nov. 14, 2019

Our strategic partners at Dimensional offer their take on 10 ways investments and markets have evolved. This year, Dimensional is celebrating 30 years of working with financial advisors, a collaboration that has helped change the way the world thinks about investing. To recognize that impact,...

Topics: Dimensional Fund Advisors, Economy and Investing

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

Recession Risk Viewed Through Three Lenses

Posted Aug. 22, 2019

Predictions of an economic recession are on the rise with the commentariat suggesting that the fact that the US economy is entering its 11th year of expansion, now the longest on record, and the appearance of an “inverted yield curve” are signals for an imminent...

Topics: Economy and Investing, Webinars

Noisy Signals

Posted Aug. 15, 2019

The US economy has entered its 11th year of expansion, now the longest on record. This by itself isn’t significant, some expansion always has to be the longest, and being the longest doesn’t automatically mean imminent demise. Such a milestone does leave the commentariat looking...

Topics: Economy and Investing

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