Economy and Investing

Long-Term Climate vs. Daily Market Weather

Posted Aug. 01, 2024

The Yeske Buie investment philosophy is predicated on certain fundamental worldviews, and we believe that, like the weather, the economy and markets are too complex and chaotic for short-term prediction. But that doesn’t mean there aren’t deep regularities that can be harnessed when investing in...

Topics: Dimensional Fund Advisors, Economy and Investing, Webinars and Videos

What Should We Think About Recent Returns of Small Company Stocks?

Posted Jul. 18, 2024

Prior to this month’s Consumer Price Index release on July 11th, the expectation was that inflation would reflect a 0.1% monthly increase in the rate of price changes. Surprise! The rate at which prices have been increasing actually decreased by 0.1%. Why does this matter?...

Topics: Economy and Investing

To DCA or Not to DCA – Is It Even a Question?

Posted Jun. 06, 2024

“Markets gonna market.” What does that even mean? It’s a fun little saying that echoes off the walls in our offices from time to time. And it’s a play off the phrase “people gonna people,” which is shorthand for “people are gonna do what people...

Topics: Economy and Investing, Financial Planning

Election Season: Does the Market Care Who’s President?

Posted May. 22, 2024

It’s an election year, and as time ticks away to November 5, we’re confident that election season, the results, and the impacts on your portfolio are likely on your mind in some capacity. As such, our CIO and Managing Director went live to share our...

Topics: Economy and Investing, Webinars and Videos

2024 Thus Far – Early Returns Are Encouraging

Posted May. 08, 2024

Readers of this digest know that the Financial Planning Team at Yeske Buie keeps a close watch on economic indicators and financial markets – aside from the fact that it’s our fiduciary responsibility, we simply find it fascinating to watch these complex systems process information...

Topics: Economy and Investing

Mutual Funds 101

Posted Apr. 25, 2024

Mutual funds are the most held type of investment vehicle, with over half of US households owning shares of at least one. At Yeske Buie, mutual funds are the foundational investments we use in our Client portfolios to, among other things, ensure our Clients’ investments...

Topics: Economy and Investing

What’s in Store for 2024?

Posted Feb. 15, 2024

Our resident economists, Dr. Dave Yeske and Yusuf Abugideiri, share a review of market performance in 2023 and their thoughts on what's in store for markets and the economy in 2024. They cover topics including the breakout of the Magnificent 7, the upcoming Presidential election,...

Topics: Economy and Investing, Webinars and Videos

“Six Life Lessons That Also Apply to Investing”

Posted Feb. 01, 2024

At Yeske Buie, it's important to us to be grounded - grounded in our investment philosophy, our approach to financial planning, and our desire to building long-term relationships. This commitment is something that we expect of ourselves, and that we look for in our strategic...

Topics: Dimensional Fund Advisors, Economy and Investing

Portfolio Review, Part Deux: On Bonds

Posted Jan. 18, 2024

And now, for the other half of our 2023 review – a discussion about bonds. First, an acknowledgement: stocks get a lot of the attention when we make comments about the portfolio’s performance, and rightly so – they make up the majority of the holdings...

Topics: Economy and Investing

2023 – A Year of Ups and Downs (and Ups!)

Posted Jan. 04, 2024

Investors went for a ride on the stock market roller coaster in 2023, and what a ride it was. Three facts about the Yeske Buie equity portfolio sum this up succinctly: As of July 31st, 2023, the stocks in our portfolio were up 13% through...

Topics: Economy and Investing

About

At Yeske Buie, our purpose is to empower people to pursue their Live Big^® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.

Economy and Investing

Long-Term Climate vs. Daily Market Weather

What Should We Think About Recent Returns of Small Company Stocks?

To DCA or Not to DCA – Is It Even a Question?

Election Season: Does the Market Care Who’s President?

2024 Thus Far – Early Returns Are Encouraging

Mutual Funds 101

What’s in Store for 2024?

“Six Life Lessons That Also Apply to Investing”

Portfolio Review, Part Deux: On Bonds

2023 – A Year of Ups and Downs (and Ups!)

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