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…
The Live Big® Chronicles – Live Big, Live Free What does Live Big mean? Some may interpret it as meaning “spend big”, “live large” or a recommendation to some other form of overindulgence. But Live Big is about the size of your life, not the size…
Millennials, Don’t Let Mayhem Get the Best of You X If you’re a member of the millennial generation, or you know a millennial, we want to talk to you about why young people need liability insurance. There are three simple principles that we believe should be applied:- If…
How to Pick Hot Stocks: Secrets of a Stock Picker The dream of “beating the market” has persisted for as long as there have been markets to beat. Many systems have been proposed for accomplishing this feat, ranging from technical analysis to momentum investing to…
Video: Take a Seat – Make a Friend? Put two strangers in a ball pit and have them talk to each other. What can happen? Soul Pancake sought the answer to this question by setting up a makeshift ball pit on the street. See what…
Meet The “NorCal” Team Jen H., Jennifer M., Elissa, and Dave (order in photo) attended the 2014 FPA NorCal Conference held at The Palace Hotel in San Francisco, CA on May 27-28. You can expect to see posts in the coming weeks summarizing…
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…