Economy and Investing

“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

Spirited Investments: A Halloween Market Review

Posted Nov. 01, 2023

On Halloween Day 2023, our resident economists, Dr. Dave Yeske and Yusuf Abugideiri, presented a Halloween market review during which they discussed the following... Performance of the Yeske Buie portfolio, Contextualizing US stocks' performance, Thoughts on the conflict in the Middle East, GDP, and AI,...

Topics: Economy and Investing, Webinars and Videos

Musings of a Money Mad Man – Yeske Buie v. American Stocks

Posted Aug. 02, 2023

If you’ve been keeping up with financial markets in 2023, you know a few things: The NASDAQ (an index primarily composed of US tech stocks) has been on an absolute tear in 2023, up 38% through July 31. The S&P500 (an index that tracks 500...

Topics: Economy and Investing

A Recession is Coming (Right?)

Posted Jul. 20, 2023

A recession is coming. In fact, it is always true that a recession lies ahead. Economies operate in cycles and, because the economic cycle repeats indefinitely, we can say with certainty that we are always doing one of two things: Living through a recession, or...

Topics: Economy and Investing

Interest Rates, Inflation, and Banks – What Now?

Posted Apr. 24, 2023

The first quarter of 2023 is in the books, and it was an eventful time for markets and the economy (to say the least). Investors were challenged to remain resilient despite the bank scare, continued inflation pains, and overall uncertainty. Where does that leave us...

Topics: Economy and Investing, Webinars and Videos

Barron's Best Fund Families of 2022 Dimensional yebu.com

Dimensional Ranked No. 1 in Barron’s ‘Best Fund Families of 2022’

Posted Mar. 16, 2023

As our Clients know, we pride ourselves on using a grounded, evidence-based approach to investing, and we think of the team at Dimensional Fund Advisors as our strategic partner in helping us implement this approach. Yeske Buie has had a decades long relationship with Dimensional,...

Topics: Dimensional Fund Advisors, Economy and Investing

Asset Protection

Posted Mar. 16, 2023

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 focus on asset protection and ensure our Clients’ accounts are safe. Schwab is one of the...

Topics: Economy and Investing, Financial Planning

What To Do About the Current Bank Scare

Posted Mar. 13, 2023

We wanted to share a few thoughts on the bank scare that started with the insolvency of Silicon Valley Bank (SVB) on March 10, 2023. For anyone who had large deposits at SVB, the good news is that regulators came up with a plan to...

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

“Six Life Lessons That Also Apply to Investing”

Portfolio Review, Part Deux: On Bonds

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

Spirited Investments: A Halloween Market Review

Musings of a Money Mad Man – Yeske Buie v. American Stocks

A Recession is Coming (Right?)

Interest Rates, Inflation, and Banks – What Now?

Dimensional Ranked No. 1 in Barron’s ‘Best Fund Families of 2022’

Asset Protection

What To Do About the Current Bank Scare

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