In this edition of the Digest, we discuss the “why” behind what we do, we mark the silver anniversary of a black day, report on the 2012 Great ShakeOutTM, and announce some exciting company news and events. Where The “Why” Matters More Than The “What” “Very few…
In this edition of the Digest, we discuss a portfolio strategy update, the financial planning award Dave was recently honored with, and an announcement regarding our upcoming client event. Moving to a “Geographically-Neutral” Allocation You’ve often heard us say that it makes sense to be…
The arrival of another presidential election year brings a fresh crop of articles asking (and answering, sort of) the question: which party is better for the economy and the stock market? Our own take is pretty straightforward: with respect to the presidency, there have only…
Storied bond investor Bill Gross was recently and widely-quoted saying that “the cult of equities is dying”; the latest salvo in PIMCO’s “New Normal” campaign. We continue to find the arguments for a “New Normal” less than compelling on several counts, not least that there is…
In early June, it was reported that more than six million usernames and passwords were stolen from LinkedIn computers and posted to a Russian website. Barely five weeks later, Yahoo reported that 450,000 usernames and passwords were stolen from its computers and posted online by…
No, we are not talking about Dave and Elissa’s adventures in the BVI! We are announcing two additions to the Yeske Buie Team – Cameron Farbotko and Lauren Vitt! Cameron is a graduate of Virginia Tech’s CFP® Certification Education Track and will be joining as…
Elissa participated in the Consumer Financial Protection Bureau’s first Innovation Strategy meeting, held on Tuesday and Wednesday in Washington, D.C. This is her report on the proceedings. Thanks to all of you who shared your ideas and comments! Elissa’s Report The purpose of the CFPB…
Two weeks ago, several members of our financial planning team attended the Financial Planning Association’s NorCal Conference in San Francisco. At the opening keynote presentation, Jennifer Micieli and Jennifer Hicks (aka “the Jens”), Elissa, and Dave listened to Dr. Laura Tyson, Berkeley professor and former…
When we last wrote it was to tell you that Yusuf had become a CERTIFIED FINANCIAL PLANNER® licensee. We’re writing you now with more good news. We learned on Monday that Jennifer Hicks passed the CFP® examination she sat for in March. As you may…