TheLiveBigWay® Digest

Posted Oct. 29, 2020
In this edition of the Digest, we wanted to do things a little differently. This message comes to you just four days before our country’s very important and historic election, and we sincerely hope that you have made (and maybe have already executed!) a plan...
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Posted Oct. 01, 2020
When Projections Align with Reality As financial planners, we are continuously reassessing the assumptions we make in the retirement projections we build for our Clients. We recently back-tested our portfolio’s performance over the past 26 years, confirming again that one of our most critical assumptions...
Topics: TheLiveBigWay® Digest

Posted Sep. 03, 2020
Identify, Implement, and Achieve The longer COVID-19 remains in our lives, the more important it is that we continue to keep our minds and bodies active. Setting goals is one way to keep propelling ourselves forward regardless of external circumstances. Read more to learn how to...
Topics: TheLiveBigWay® Digest

Posted Aug. 06, 2020
Investing with a Broken Compass: The Broken Analogy Years ago, we shared our reflections on an ad from BNY Mellon that offered the following opinion: The only investors staying the course are those with a broken compass. Fast forward seven years later, and we’re struck...
Topics: TheLiveBigWay® Digest

Posted Jul. 08, 2020
Discovery Insights Financial planning is often thought to only include investments and asset management. And those pieces matter! But none of it matters if it’s not personal, relatable, and aligned with who you are and what matters to you. Learn more about our discovery process...
Topics: TheLiveBigWay® Digest
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At Yeske Buie, our purpose is to empower people to pursue their Live Big® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.
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