With all the noise and turmoil that sometimes fills our daily lives (not to mention our daily newspapers), we all cherish the opportunity for quiet reflection and the joyful fellowship of family and friends that Thanksgiving Day brings us each year. On this eve of another…
Elissa on Financial Times Top 100 Women Financial Advisers List Financial Times, the venerable 126 year old London based newspaper, has named Elissa Buie to its inaugural FT Top 100 Women Financial Advisers list for 2014. In compiling the list, FT set out to identify the 100…
Medicare: Making Enrollment Make Sense While one’s 65th birthday no longer signifies reaching the “Full Retirement Age” milestone for Social Security retirement benefits, turning 65 still has a unique perk – gaining eligibility for Medicare. Being eligible for the program, however, doesn’t mean that it’s…
To Roth or Not A Roth Conversion is a taxable transfer of assets from your traditional/SEP/SIMPLE IRA to a Roth IRA in an effort to take advantage of the tax and withdrawal benefits of a Roth IRA. Not only do assets grow tax-deferred in a Roth…
Bad news can be like waves sweeping in and breaking along a sandy shore. The quiet rumble as the watery walls form, break, and lap upon the shingle fades from our conscious awareness until the surge from a sudden harmonic convergence leaves us scrambling for higher ground. It feels like one of those moments right now,…
Dimensional Origins DFA founder David Booth likes to say, “it’s about ideas,” and we certainly don’t know of another fund company that has been more about ideas than Dimensional Fund Advisors. And not just any ideas, but the best thinking coming out of academic research…
The Final Life Chapter: The Natovitz Group The Natovitz Group, a leading insurance advisory firm in the DC area, recently hosted a one-day workshop for financial planners titled “The Final Life Chapter: The Vital Role Advisors Play as Clients & Their Families Plan for Extended…
Insights from Far West Roundup In the last Digest, we shared pictures from the Far West Roundup conference the Yeske Buie Financial Planning team attended in Santa Cruz, CA. In this issue, we offer some take-aways from the conference. With fewer than 100 attendees, Far…
Dave on CNBC’s Power Lunch On Tuesday, August 19, Dave was featured on CNBC’s Power Lunch to discuss what small business owners need to do to prepare for retirement. The discussion stemmed from a survey conducted by Financial Planning Association (FPA) and CNBC. Policy-Based Financial Planning Policy-based…
Eugene Fama: Building a Life Few economists have had a greater influence on how we think about the markets and how we structure client portfolios than Gene Fama. We’ve recently come across a brief, seven minute video in which Gene Fama discusses his life, how he…