Economy and Investing

The CARES Act

Posted Apr. 02, 2020

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday, March 27th. This Act is a large ($2 trillion) stimulus package aiming to help ease the economic struggles caused by the coronavirus and its effects on our citizens, communities, and...

Topics: Economy and Investing, Financial Planning

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

Hygiene, Quarantine, and Dramamine: Remaining Resilient During Trying Times

Posted Mar. 26, 2020

In these unprecedented times of social distancing and quarantine, community has never been more important. In this space, we connect with our Yeske Buie community via a town hall style webinar, interacting through a warm Q&A session. Some of the questions we addressed include: I...

Topics: Economy and Investing, Webinars

Staying Calm in Scary Times

Posted Mar. 16, 2020

We’re checking in with you because the week has opened with another scary drop in the markets. Our main message is a simple one: whatever happens to your investments in the short-run, it will be fine in the long-run. Here’s why. You’ve heard from us...

Topics: Economy and Investing, Financial Planning

Checking in… and a hug

Posted Mar. 10, 2020

You are probably expecting one of Dave’s amazing “valium grams”. But today you get to hear from me. And I’m writing about anxiety. This Coronavirus situation is scary. I’m a bit scared. And I don’t know where it is going to go (“I’m not a...

Topics: Economy and Investing, Financial Planning

Market Check In

Posted Feb. 27, 2020

You’ve no doubt noticed the downdraft in global stock markets this week, which are currently entering “correction” territory with a cumulative 10% decline. Although it’s never possible to precisely identify the causes of any given market decline, the current consensus is that investors are worried...

Topics: 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