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Posted Oct. 28, 2021
Five Financial Fears to Face This Halloween Our ancestors were once afraid of predators and “things that go bump in the night.” Today, while those fears have mostly been relegated to books and movies, they have been supplanted by other, real threats to our wellbeing,...
Topics: TheLiveBigWay® Digest

Posted Oct. 23, 2021
A Roth conversion is a taxable transfer of assets from your traditional, SEP, or SIMPLE IRA to a Roth IRA in an effort to take advantage of the tax and withdrawal benefits of a Roth IRA. Not only do assets grow tax-deferred in a Roth...
Topics: Financial Planning

Posted Oct. 14, 2021
Inflation – Still Not Spooked (Seriously) It’s the story that won’t go away, so we’re not going to stop commenting on it. That’s right – inflation is dominating the headlines again. And we’re still not worried about it. Today we dig into the underlying causes...
Topics: TheLiveBigWay® Digest

Posted Sep. 02, 2021
Benjamin Graham, widely known as the "father of value investing," once wrote, “The investor’s chief problem – and even his worst enemy – is likely to be himself.” All humans carry with them biases shaped by their backgrounds and experiences, which influence every decision they...
Topics: Financial Planning

Posted Jul. 08, 2021
Risky Business: When Bonds Act Like Stocks While municipal bonds offer tax-breaks (and sometimes relatively higher yields) that can make them seem like attractive investments, their behavior can be more akin to that of stocks. Read on to learn more about why we steer clear...
Topics: TheLiveBigWay® Digest

Posted Jul. 08, 2021
Clients sometimes ask us why we don’t recommend carrying municipal bonds in their portfolios, often in response to learning about the tax advantages of owning them or perhaps after hearing about relatively higher yields in the municipal bond market. Before sharing our rationale, let’s first...
Topics: Economy and Investing

Posted Jul. 01, 2021
Thanks to new regulations and requirements that made a reverse mortgage a more appealing planning strategy for aging clients in multiple scenarios, we're dedicating time to a mini-series that share more information on what a reverse mortgage is, how it works, and more. In the...
Topics: Financial Planning

Posted Jun. 28, 2021
At Yeske Buie, we are constantly pushing ourselves to Learn Big, one of our six established worldviews, as we believe our learning in service of our Clients never ends. Furthermore, we strive not only to Learn Big but also to Think Big by applying the...
Topics: Financial Planning

Posted Jun. 10, 2021
Of the many aspects of our financial lives that can keep us up at night, debt is usually high on the list. According to a 2024 report, the average American has $105,056 in debt. Making progress on paying off your debts is similar to training...
Topics: Financial Planning

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Washington, D.C. Metro Area
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Vienna, VA 22180
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San Francisco, CA 94104

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At Yeske Buie, our purpose is to empower people to pursue their Live Big® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.
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