In this edition of the Digest, we discuss the connection between the Super Bowl and your financial plan, revisit our last Groundhog Day webinar, take a look back at the MLK National Day of Service, share a quick Family Tree reminder, and gear up for the Vienna Office…
In this edition of the Digest we discuss the National Day of Service, unveil a new recording of the YeBu® Investment Philosophy, provide an update on year-end tax reporting via your Client Private Page®, offer advice on finding senior housing for aging parents, and review the virtues…
In this edition of the Digest, we talk about what happened to the Fiscal Cliff, YeBu’s 5th anniversary, Elissa’s new role as Chair of the Foundation for Financial Planning, our newest CFP®, some tips on applying for the FAFSA, and the winner of our company Fantasy…
In this edition of the Digest, we talk about our family trees, the “fiscal slope”, and share a few videos ranging from perhaps the most beautiful flash mob ever to a quick Cliff Notes of Obamacare. Climbing the Family Tree At Yeske Buie, we recently…
In this edition of the Digest, we review recent investment updates, revisit the Fiscal Cliff discussion, and highlight the Money Savvy Pig’s spotlight in The Wall Street Journal. New Blended Benchmark We’ve added a new blended benchmark to our monthly portfolio performance reports that we…
We’ve all heard more than enough about the Fiscal Cliff that looms at year’s end and the ongoing negotiations between the White House and Congress aimed at avoiding it. As you might imagine, we’ve expended a great deal of time and energy analyzing the various…
We’ve all heard about the Simpson Bowles Commission (technically, the National Commission on Fiscal Responsibility and Reform), which was created by President Obama in early 2010 and delivered its final report on December 1 of that same year. Neither Congress nor the White House embraced…
In this edition of the Digest, we will be discussing the recent shift in our investment strategy toward a truly global portfolio (we are revisiting this post from a few weeks back as the changes were implemented in the last few days) and celebrating Elissa…
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…