Financial Planning

Posted Oct. 15, 2020
In this piece titled Identify, Implement, and Achieve, we discussed the importance of goal setting and offered the SMART goal methodology as one way to help you define your goals. As a reminder, SMART goals are traditionally defined as being: Specific, Measurable, Achievable, Realistic, and...
Topics: Financial Planning

Posted Oct. 01, 2020
At Yeske Buie, we think of ourselves as financial planners, not just asset managers. With that being said, the process of creating a Client’s financial plan requires us to build a strategy for their investments and to use assumptions about their portfolio’s performance when crafting...
Topics: Financial Planning

Posted Sep. 17, 2020
Introverts and extroverts. Alphas and betas. Early birds and night owls. Spenders and savers. Whether or not you believe in the idea that opposites attract, it’s not uncommon to find yourself in a committed relationship with a partner who holds different beliefs than your own...
Topics: Financial Planning

Posted Sep. 03, 2020
As human beings, we gravitate towards cycles, and there are two time periods each year where we often focus on reassessing our behaviors, setting new goals, and starting new habits – the beginning of the New Year and the start of the school year. There’s...
Topics: Financial Planning

Posted Aug. 20, 2020
From a young age, we learn about the importance of collaboration and how we can work better together. We think the same is true of our role in your life! We believe financial planning done right spans all aspects of life and requires close collaboration...
Topics: Financial Planning

Posted Aug. 06, 2020
645, 825, 525, 750. No, these are not picks for the upcoming lottery… they’re credit scores. While it may be more fun to daydream about winning the lottery than increasing your credit score, it’s important to understand how your credit score affects your financial life...
Topics: Financial Planning

Posted Jul. 23, 2020
Getting caught in the rain without an umbrella may cost you a new outfit, but getting caught in the aftermath of an incident without an umbrella insurance policy could cost you way more! While an umbrella protects you from the elements, a personal umbrella insurance...
Topics: Financial Planning
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