The eponymous John Denver song of our title came to us today as we completed the final day of our semi-annual staff retreat, which was faciliated by our Rocky Mountain friend David Brand on the same day that the S&P 500 stock index attained a new…
In this edition of the Digest, we invite you to join us at the Vienna Office Open House and share updates from the YeBu staff. Client Event: Vienna Office Open House Please join us for the Open House in Vienna, VA on Thursday, March 14th…
In this edition of the Digest, we discuss The 5 Love Languages, 5 ideas for having quality financial conversations with your mate, explain why a “sweetheart will” may not be a sweet way to plan your estate, and gear up for Yeske Buie’s Vienna Office…
One of the most difficult decisions for families as a parent ages is the question of staying at home versus a more structured institutional environment. For the senior, the goal is to age in place on one’s own terms in a place that is familiar…
There has been no negotiation reached on how to deal with the nation’s borrowing limit and the deadline for mandatory spending cuts has been extended for two months. However, a significant amount of what relates to individual taxpayers has been addressed in the American Taxpayer…
We recently posted an analysis of the tradeoffs involved with realizing embedded capital gains in 2012 before presumed higher rates kick in starting January 1 (Cliffhanger: The Fiscal Cliff and Year-End Planning), in which we focused largely on the tradeoff between keeping more capital invested and eventually having gains…
Recently, Dave was featured on the local CBS news during a segment for ConsumerWatch regarding Social Security (“ConsumerWatch: When It Comes to Social Security, Expect Less”).. The feature was based on an Associated Press piece pointing out that for the first time ever retiring Americans…
Storied bond investor Bill Gross was recently and widely-quoted saying that “the cult of equities is dying”; the latest salvo in PIMCO’s “New Normal” campaign. We continue to find the arguments for a “New Normal” less than compelling on several counts, not least that there is…
