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As is Yeske Buie tradition, the Yeske Buie Financial Planning Team once again attended the FPA Far West Roundup in Santa Cruz, California. A relaxed and intimate conference, Far West Roundup facilitates deeper, more personal discussions and allows planners to forge connections with many of...
Topics: Financial Planning

The US economy has entered its 11th year of expansion, now the longest on record.  This by itself isn’t significant, some expansion always has to be the longest, and being the longest doesn’t automatically mean imminent demise. Such a milestone does leave the commentariat looking...
Topics: Economy and Investing

Estate planning is a deeply personal process through which we decide how we share our wealth and define our legacy. One of the expressions of these choices is the selection of a beneficiary. Common beneficiaries of an estate plan include spouses, children, or other family...
Topics: Financial Planning

This month, we have had the pleasure of welcoming two new members to our Financial Planning Team. One of those team members is Ryan Kelly who joined the firm as a Financial Planning Resident in our San Francisco office. Ryan recently graduated from the University...
Topics: YeBu® News & Events

Portfolio Update: Going Long on Bonds A couple years ago, we decided to take a more conservative approach in our fixed income portfolio and replace DFA’s Five Year Global Bond fund with its One Year Fixed Income fund, which carries an average maturity of less...
Topics: TheLiveBigWay® Digest

At Yeske Buie, we believe in taking an evidence-based approach in every aspect of our work. One of the ways we live into this belief is by always seeking out the best available science to ensure that we are providing the best possible service to...
Topics: Yeske Buie in the Media

Performance of the Premiums There are many dimensions of risk and return in the stock market, the most notable three being the Market, Size, and Value factors (or premiums). Join us for a tour of 90 years of market history, with a particular focus on...
Topics: TheLiveBigWay® Digest

Who Pays for College? May marks the beginning of an exciting time for students and families – graduation season! And after the ceremonies are over and the graduation hats fly, the next question for high school and college graduates is always… what’s next?! While it...
Topics: TheLiveBigWay® Digest

Life insurance. While most people understand that holding a life insurance policy is important, it’s also one of those tasks that many people tend to procrastinate until they’re faced with a relevant life experience that increases its level of priority. Holding a life insurance policy...
Topics: Financial Planning