Financial Planning

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

It feels like your loved one’s financial and legal affairs are in good shape. They have a will and a trust; they have named a power of attorney; they have life insurance policies, health directives, and documented plans for their property and other physical assets....
Topics: Financial Planning

Love can make the world go 'round! But when you think about your favorite memories with your sweetheart, do you think about your financial conversations? Probably not. Money talk with your significant other is an important part of a complete and healthy relationship, although it...
Topics: Financial Planning

These days, changing jobs is a fairly commonplace. Chances are you will change jobs more than once in your career, if not several times. These job transitions can be a whirlwind, both exciting and daunting at the same time. It is a time of emotion,...
Topics: Financial Planning

According to Nerd Wallet and EducationData.org, the total student loan debt in the United States is about $1.67 trillion, and 2018 college grads with student loans owe an average of $29,200. With such significant numbers at stake, there’s no doubt that those who have federal...
Topics: Financial Planning

After a long and uncertain year, the NCAA Men’s Basketball Tournament championship game – the pinnacle of the sport – is upon us. This three-week long tournament attracts attention far beyond the alumni of the respective schools. For reference, the 2021 championship game between Baylor...
Topics: Financial Planning, Yeske Buie Millennial

March is known as Women’s History Month and serves as a dedicated time to celebrate women and their accomplishments worldwide. This year’s International Women’s Day theme is Break the Bias – to work towards a world of equality and to value and celebrate diversity and...
Topics: 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