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,…
As we prepare this edition of the Digest, we’re hoping that you had a great end to 2013 and celebrated the start to 2014 with your close family and friends. The end of one year and the beginning of another is a great time to…
As we prepare this edition of the Digest, we’re hoping that you’ll have the opportunity to take a restful break in the final days of 2013. The end of the year is always a time to reflect upon all that has transpired in our lives…