All Aboard for the Long Haul The 2014 edition of Dalbar’s long-running study of mutual fund investors has been released and the results are consistent with every prior edition. Yet again, the numbers suggest that the average stock mutual fund investor tends to buy high…
Your Identity: A Force to be Reckoned With Anxious as always to help our Clients keep their cyber-world secure, Yeske Buie is pleased to announce our new agreement with IdentityForce to provide identity protection services at a significant discount. IdentityForce, a service division of Bearak Reports, is…
Expert Spotlight: Jim McCabe on How to Age Well Jim McCabe recently took some time to reflect on many of the families he has worked with over the years and the challenges they have faced together. Thankfully, in most of those situations, they were relatively…
Flash Boys and Flashy Headlines By now, most of you are familiar with Michael Lewis’s new book, “Flash Boys” and the whole high-frequency trading (HFT) phenomenon he’s focused on. Lewis has been making the rounds starting with 60 Minutes a week ago Sunday, followed by…
Yeske Buie Retreat The Yeske Buie Team gathered at Virginia’s Marriott Ranch from March 17th to March 20th for our semi-annual retreat. Don’t be fooled by the word ‘retreat’ though as we spent the majority of our time at the ranch developing our internal communication…
Got a College Student? File FAFSA! According to the Department of Education website: “To be considered for federal student aid for the 2014-2015 award year, you can complete a Free Application for Federal Student Aid (FAFSA) between January 1, 2014 and midnight Central Time, June…
An Untimely Death Offers Estate Planning Lessons Philip Seymour Hoffman’s untimely death on February 2nd ended a great film career and we mourn for both the man and the future film-going pleasure we will all now be denied. As is so often the case when…
Investor Behavior: The Psychology of Financial Planning and Investing Why do investors behave as they do? That is the question posed and answered by the book “Investor Behavior: The Psychology of Financial Planning and Investing,” edited by H. Kent Baker and Victor Ricciardi and published…
Video: The Wisdom of Crowds We conducted an experiment testing the “wisdom of crowds”, the proposition that, in many situations, the collective wisdom of a group will surpass that of even its smartest individual members. Dave Quoted in CNBC – Stocks Still Tops, Advisor Survey…
A Different Dimension Nobelist Gene Fama and Dimensional Fund Advisors have drawn favorable attention lately with both a cover feature in Barron’s and an appreciation in Morningstar. That certainly seems like a lot of attention to be lavished on a mutual fund company. In her article,…