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 and Videos

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

Mastering the Markets: The Case for Human Resiliency

Posted May. 29, 2019

The Merriam-Webster dictionary defines resiliency as, “an ability to recover from or adjust easily to misfortune or change.”1 At Yeske Buie, one of our fundamental worldviews is that human beings are resilient by nature. We believe when faced with obstacles, we solve problems, adapt to...

Topics: Economy and Investing, Financial Planning

Performance of the Premiums

Posted May. 16, 2019

There are many dimensions of risk and return in the stock market, the most notable three being the Market, Size, and Value factors (or premiums). Join us for a tour of 90 years of market history with a particular focus on implications for the future...

Topics: Economy and Investing, Financial Planning, Webinars and Videos

Weekend Chart Challenge – Revisited

Posted Apr. 04, 2019

Back in August of 2015 markets around the world had gotten choppy after a period of extended calm and some were asking what was up and what was next. We offered the Weekend Chart Challenge as a way to put it all in perspective. Late...

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

Periodic Table of Returns

10 Ways Investments and Markets Have Evolved

The DFA Approach: Maximizing Return and Minimizing Risk

Recession Risk Viewed Through Three Lenses

Noisy Signals

Portfolio Update: Going Long on Bonds

An Investment Approach That’s Stable, Not Static

Mastering the Markets: The Case for Human Resiliency

Performance of the Premiums

Weekend Chart Challenge – Revisited

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