The Best of 2015
As we prepare this edition of the Digest, we’re hoping that you had a great end to 2015 and celebrate the start to 2016 with your close family and friends. The end of one year and the beginning of another is a great time to reflect. As we reviewed the Digest posts of the year just ended, we were intrigued by what resonated with people the most and decided to share with you the top five posts from 2015 in each category in order of popularity.
Top Five “Economy and Investing” Posts:
1) Weekend Chart Challenge
In the spirit of “plus ça change, plus c’est la même chose” we offer a pop quiz to see if you can recognize the Dow’s first 8 months in each of the past 6 years.
What a difference a day makes, or, at least, a calendar quarter. So far this year, international stocks are outpacing U.S. equities by three to one.
3) Fiduciary Focus: Putting Clients First
President Obama proposes new fiduciary rules, something we’ve been fighting for for decades.
4) A Review: WSJ “Five Bedrock Principles for Investors”
Given the natural fluctuation of the markets over the past year, we offer a review of Morgan Housel’s bedrock principles to maximize the long-term returns of portfolios.
5) An Investment Approach That’s Stable, Not Static
We present a timeline of the shifts we’ve made to our portfolios to position our Clients’ investments to best harness the market’s movements for growth.
Top Five “Financial Planning” Posts:
In anticipation of Super Bowl XLIX, we thought we’d share the key elements of Yeske Buie’s Creative Strategies and Grounded Wisdom® playbook.
2) Finding the Right Benchmark for a Globally Diversified Portfolio
Clients often ask us what benchmark they should be comparing against their portfolio’s performance. Learn more about which indices we use.
Health Savings Accounts, often simply referred to as HSAs, provide great benefits to account holders and have just a short list of eligibility requirements.
4) Employee Stock Options: Simplified
In this piece, we will help make sense of the two most common forms of stock options offered: Incentive Stock Options and Non-Qualified Stock Options (NQSOs).
5) Budgeting – Blending, Not Balancing
We often feel anxious because we think of fixed and discretionary expenses in terms of static “wants” vs. “needs” instead of a dynamic process of prioritization.
Top Five “Millennial” Posts:
We offer several healthy technology habits that we follow at Yeske Buie as well as those you can practice yourself to help keep your identity safe.
2) Yeske Buie’s Financial Literacy Program
Yeske Buie has put together a financial literacy program to help you feel that your children and grandchildren are set up for financial success.
3) Money Tips for the Newly Married
Dave gives his thoughts on having productive money conversations prior to a couple’s marriage to ensure they are on the same page before they say, I do.
4) Estate Planning for Digital Assets
Whether your “stuff” is in your desk or in the cloud, it is just as important to ensure there are appropriate instructions for what to do once you are gone.
5) A Careful Review of Your Credit Report
We offer tips and information on how to obtain, review, and correct your credit report so you have one less thing to worry about this holiday season.
Top Five “Firm News and Events” Posts:
1) Yeske Buie Wins 2015 Charles Schwab & Co. Inc Trailblazer IMPACT Award
Yeske Buie was selected as the winner of the 2015 Trailblazer IMPACT Award, part of Schwab’s IMPACT Awards® program created to recognize excellence in the business of independent financial advice.
2) Yeske Buie’s BIGGEST Company Retreat
Our Fall 2015 Retreat was our biggest retreat to date not only because of the size of our staff, but also because of our retreat work which resulted in the creation of the BIGs.
3) Yeske Buie Financial Planning Resident Program
Yeske Buie’s Financial Planning Resident Program aims to help contribute to the pipeline of new planners entering the financial planning profession.
4) Yeske Buie’s Internship Program: Good for the Company and for the Intern
We reveal why we are passionate about our internship program and and why we believe it provides a multitude of benefits to all involved.
5) Give Big: Yeske Buie Volunteer Events
Members of our team volunteer regularly with organizations including Habitat for Humanity and Lost Dog and Cat Rescue Foundation as part of Yeske Buie’s Give Big initiative.
Top Five “YeBu in the Media” Posts:
1) Elissa Buie Named to 2015 InvestmentNews Women to Watch List
InvestmentNews has named Elissa Buie to its inaugural Women to Watch list which honors female advisors who elevate the financial advice industry.
2) Yusuf Abugideiri Named Co-Chair of the Recent Alumni Board of the Pamplin College of Business
The Pamplin College of Business at Virginia Tech has named Yusuf Abugideiri, CFP® as co-chair of its inaugural Recent Alumni Board effective June 22, 2015.
3) Elissa Shares Live Big® Philosophy with WRNW Women’s Radio Network
Elissa made an appearance on the Women’s Radio Network. The topic of Elissa’s show was one that is near and dear to Yeske Buie – what does it mean to Live Big®?
4) FPA and Journal of Financial Planning Announce Dr. Dave Yeske to Become New Practitioner Editor
Dr. Dave Yeske, CFP will become Practitioner Editor of the award-winning peer-reviewed Journal of Financial Planning effective June 1, 2015.
5) Yeske Buie Congratulatory Ad Appearing in San Francisco Chronicle
In honor of Yeske Buie’s recognition as 2015 Trailblazers, Schwab ran a congratulatory ad in the December 11th edition of the San Francisco Chronicle.
Top Three “Fun Stuff” Posts:
1) Where in the World is the Live Big® Glass?
We share a gallery of photos of our Clients, Family, and Friends enjoying their Live Big® glass from all over the world.
2) Keeping the “Thanks” in Thanksgiving
Amid the trivial commotion that comes with the holidays, it can be easy to lose sight of the foundational purpose of Thanksgiving; gratitude.
3) Facetious Financial News
We share this satirical economic news video for a good laugh today and we encourage you to keep it as a distraction whenever “the numbers” feel scary.
Top Five Most Popular Posts Of All Time:
1) Perhaps the Most Beautiful Flash Mob Ever…
Our good friend Ed Jacobson, PhD, author of Appreciative Moments, sent us a video we thought you’d appreciate. Elissa called it “perhaps the most beautiful flash mob ever…
2) Dimensional Fund Advisors (DFA) and Yeske Buie
Dimensional Fund Advisors (DFA) was founded in 1981 to apply academic research on capital market behavior to the practice of managing investment portfolios.
3) What Does It Mean To Live Big® In These Trying Times?
What does Live Big® mean? It’s not about “living large” or overindulging. Live Big is about the size of your life, not the size of your wallet
4) Your Identity: A Force to be Reckoned With
Yeske Buie is pleased to announce our new agreement with IdentityForce to provide identity protection services to our clients at a significant discount.
5) The Power Couple
GGU Magazine’s Spring 2013 issue cover story, “The Power Couple,” profiles Elissa and Dave and their team approach to teaching, financial planning, and living.