TheLiveBigWay® Digest

A Concise History of the Financial Planning Profession This year, the financial planning profession is celebrating the 50th anniversary of the CFP® marks. This profession - its size, its standards, and its reputation - has evolved significantly over the years, and many CFP® Professionals, including...
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Finfluencers: Friend or Foe? From viral dance challenges to clever life hacks, social media has such a strong influence in our lives that younger generations are relying heavily on social media trends not just for entertainment and relationships, but also for financial advice. We recently...
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The Financial Aftermath of a Natural Disaster In the wake of the Hawaiian wildfires, Hurricane Idalia, and other recent natural disasters, we felt it timely to share a few of our disaster preparedness resources. We believe these resources are helpful for those directly impacted by...
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Student (Loan) Saga - Status It's back-to-school season and while we're wishing current students a smooth start to the new school year, we're also thinking about student loan borrowers who, after a three year payment pause, will be expected to resume their loan payments starting...
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Digesting Your Monthly Portfolio Reports During the first few business days of every month, we post performance reports for all Yeske Buie Client accounts to our Client Private Pages. While we don’t recommend obsessing over investment performance, it’s important to us that the information available...
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Motivational Interviewing as a Tool for Change At Yeske Buie, we understand that change is hard. We have all experienced the desire to make a change in our lives, whether the change involves discarding a bad habit, acquiring a new skill, or making a big...
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