Webinars and Videos

Soundbite: Resilience

Posted May. 05, 2022

With markets roiled by fears of inflation, rising interest rates, and all the unknowns of the ongoing war in Ukraine, we thought we’d share a brief perspective on what it all means and the most productive lens through which to view it. SLIDES: Resilience

Topics: Webinars and Videos

Soundbite: What to Expect When Consolidating Accounts

Posted Apr. 28, 2022

Transitionary times – retirement, starting a new job, etc. – can be stressful, especially when unfamiliar processes like paperwork and money movement are involved. In this short video, Financial Planner, Cole DeLucas, shares a brief summary of the logistical steps involved in consolidating your retirement...

Topics: Webinars and Videos

Russia, Inflation, and Oil – Oh My!

Posted Apr. 21, 2022

Our pair of resident economists, Dr. Dave Yeske and Yusuf Abugideiri, teamed up to bring you our latest commentary on the economic and political ongoings that are dominating headlines and impacting your portfolio. Specifically, they review: The strengths of the economy Your portfolio performance relative...

Topics: Economy and Investing, Webinars and Videos

Soundbite: Investment Philosophy – Bite Size Edition

Posted Apr. 14, 2022

Investing in the market is often compared to riding a roller coaster, implying that both your money and your emotions will experience highs and lows over time. While volatility is inevitable throughout your investment journey, we have a fundamentally grounded investment philosophy that is implemented...

Topics: Webinars and Videos

Soundbite: What’s to Come from Washington?

Posted Mar. 03, 2022

If you were paying attention to discussions about Biden's Build Back Better plan in 2021, you may have heard a lot about big potential tax law changes. But there hasn’t been much discussion in the new year – so what might be coming from Washington...

Topics: Webinars and Videos

Soundbite: How Rising Interest Rates Impact the Stock Market

Posted Feb. 17, 2022

We all know that we’ve seen a big spike in inflation in the last six to eight months, and the one thing we can be sure of is that interest rates, as a consequence of this inflation, are going to start to rise. What does...

Topics: Webinars and Videos

Soundbite: Tax Filing Preparation

Posted Feb. 03, 2022

In the spirit of tax season, we discuss the various documents you may find yourself thinking about in connection to your Yeske Buie Schwab accounts. This tutorial walks you through where to find and how to read these tax documents, and reviews an example of...

Topics: Webinars and Videos

Soundbite: An Encouraging Story About the Health of the US Economy

Posted Feb. 03, 2022

In this three-minute video featuring Yeske Buie Partner, Yusuf Abugidieri, we review three economic indicators that we’ve been tracking throughout the pandemic – US unemployment insurance claims, the US unemployment rate, and US GDP – with the help of two charts. We think these charts...

Topics: Economy and Investing, Webinars and Videos

Three BIG Questions for 2022

Posted Jan. 27, 2022

Just a few weeks into 2022, a wide variety of stats and updates on topics including inflation, interest rates, and pending tax legislation have bubbled to the surface, and it's enough to leave any investor wondering, what's the all mean for me? You've got questions,...

Topics: Economy and Investing, Webinars and Videos

The Economy, Financial Markets, and Year-End Planning

Posted Sep. 28, 2021

We're on the cusp of the final fiscal quarter of 2021 and there's a lot of planning to be done before the end of the year - and not just for your Thanksgiving dinner! In this presentation, we discuss the economy, financial markets, and year-end...

Topics: Economy and Investing, Webinars and Videos