Financial Planning

We hear it in political news, in public media, and in personal conversations: the cost of higher education can feel outrageous. And as costs continue to rise, family and students can find themselves wondering, how do we pay for that college degree? To offer some...
Topics: Financial Planning

Interested in learning more about the origin of our investment philosophy or the firm itself? Looking for some clarity on a financial planning topic, the markets, or your portfolio? Curious about the make up of our team, how we operate, or our company culture? Send...
Topics: Financial Planning, YeBu® News & Events

Once again, the Olympic games are upon us! The 2022 winter games are being held in Beijing, China from February 4 through February 20 and will feature classic sports (like figure skating, speed skating, curling, skiing, and snowboarding) with seven new events in snowboarding, bobsled,...
Topics: Financial Planning

As the saying goes, “nothing is certain except death and taxes.” That said, no one likes to be confronted with a surprise bill from Uncle Sam, so today we uncover some specifics of the stealth tax, or the alternative minimum tax (AMT). The AMT can...
Topics: Financial Planning

While we all know that Shakespeare is poetic, a real question many people ask is ‘do I really need renters insurance?’ Our view is, to have, or not to have – is that really a question?! The most common responses for why people don’t have...
Topics: Financial Planning

According to the National Retail Federation, more than 165 million people are expected to shop the sales for Black Friday. With the explosion of retail emails, TV commercials, and paper ads that will inevitably catch your eye this weekend, it can be easy to overspend...
Topics: Financial Planning

Open enrollment to sign up for health insurance coverage for 2022 through the Health Insurance Marketplace opened on November 1, 2021 and continues through December 15, 2021. Before you start your application, take time to review HealthCare.gov's informative checklist to make the application process quicker...
Topics: Financial Planning

Ask your child what they’re afraid of, and they may say the dark, a monster under the bed, or their school principal. Turn to your friends, however, and you may find that financial concerns – not “things that go bump in the night” – start...
Topics: Financial Planning