It is estimated that Social Security has 2,728 different rules1 and that there are more than 8,000 claiming strategies for married couples alone2. As these staggering numbers suggest, Social Security is a complicated topic. As a result, there is often a knowledge gap for hopeful…
The idea that one should plan for their death and formalize an estate plan can certainly be grim and even a bit despairing. Consequently, without the aid of financial planning professionals, estate planning all too often becomes a seemingly forgotten aspect of many people’s financial…
At their most basic form, stock options are an incentive offered by an employer to an employee to buy a certain number of company stock shares on a certain date at a certain price. The employee is then incentivized to do what is in his/her…
A recent article by Miriam Rozen on FinancialPlanning.com asserts that alternative investments are rapidly becoming of more interest to advisors. As a result of the booming interest, Rozen explains that many advisors are committing to lengthy training programs to efficiently educate themselves and their Clients…
As noted in the previous Digest, the Yeske Buie Financial Planning Team (Dave Yeske, Elissa Buie, Yusuf Abugideiri, Jennifer Hicks, Lauren Stansell, Sabina Smailhodzic, Russell Kroeger, Camille Bouvet, and Cody Daniels) attended the 2015 FPA Far West Round-Up Conference (FWR) on the UC Santa Cruz…
As Dimensional Fund Advisors embarks on its 25th year of working with financial advisors, they shared with us a series of Dimensional Stories, two minute videos featuring Nobel Laureate Eugene Fama and/or David Booth speaking on the themes and insights that influence Dimensional’s way of…
In a recent article in the Wall Street Journal Five Bedrock Principles for Investors, Morgan Housel reviewed five principles investors can use to maximize the long-term returns from their portfolios. Given the volatility of the markets over the past year, we thought a review of…
In a recent article from Kiplinger’s Personal Finance, Jane Bennett Clark reviews the pros and cons of renting vs. buying for retirees looking to downsize their living space. While the article specifically addresses retirees, the decision between renting vs. buying is becoming more prevalent for…