Financial Planning

For many, the shared challenges we’ve faced during the coronavirus pandemic has brought charitable giving to the forefront of their minds. Each year, we work with Clients to make charitable gifts through several traditional methods – Qualified Charitable Distributions from IRAs, donating appreciated shares of...
Topics: Financial Planning

As we are all well aware, we are currently facing unprecedented times in our world today. The pandemic is affecting all of us in one way or another, and many have experienced a change in their financial situation. A life transition or life status change...
Topics: Financial Planning

A sharper mind. Reduced stress. Better focus. Stronger resilience. These mental states may feel unattainable given current societal challenges, but they can be a reality through the power of mindfulness, breathing, and meditation. Over the years, the Yeske Buie team has studied and experienced how...
Topics: Financial Planning

As we've been riding the emotional waves of this unprecedented journey, one feeling has been unshakable: HOPE. The physical, mental, and emotional demands of this pandemic have not been easy, but our bias towards grounded hope helps us find a place of gratitude for what...
Topics: Financial Planning

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

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

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