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TheLiveBigWay® Digest: Enhancing Relationships

Posted Feb. 15, 2024

Enhancing Your Relationship with Money We've used this space to discuss ways to navigate relationships and money, though the focus has been on your relationship with another person and the ways that money can have an impact. Today, we'd like to offer a fresh perspective...

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What’s in Store for 2024?

Posted Feb. 15, 2024

Our resident economists, Dr. Dave Yeske and Yusuf Abugideiri, share a review of market performance in 2023 and their thoughts on what's in store for markets and the economy in 2024. They cover topics including the breakout of the Magnificent 7, the upcoming Presidential election,...

Topics: Economy and Investing, Webinars and Videos

TheLiveBigWay® Digest: Precision and Perspective

Posted Feb. 01, 2024

"Six Life Lessons That Also Apply to Investing" Consider this quote: "By integrating our life and investment philosophies, we can see money as a tool that empowers our plans rather than as a goal in and of itself." It sounds like something you've heard us...

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The Yeske Buie Playbook

Posted Feb. 01, 2024

Super Bowl LVIII will see the Kansas City Chiefs square off against the San Francisco 49ers in Las Vegas, NV on Sunday, February 11. News outlets of every sort are filled with predictions of winners and point spreads. Sportscasters, meanwhile, endlessly debate the strengths and...

Topics: Financial Planning, Yeske Buie Millennial

Portfolio Review, Part Deux: On Bonds

Posted Jan. 18, 2024

And now, for the other half of our 2023 review – a discussion about bonds. First, an acknowledgement: stocks get a lot of the attention when we make comments about the portfolio’s performance, and rightly so – they make up the majority of the holdings...

Topics: Economy and Investing

2023 – A Year of Ups and Downs (and Ups!)

Posted Jan. 04, 2024

Investors went for a ride on the stock market roller coaster in 2023, and what a ride it was. Three facts about the Yeske Buie equity portfolio sum this up succinctly: As of July 31st, 2023, the stocks in our portfolio were up 13% through...

Topics: Economy and Investing

TheLiveBigWay® Digest: Unconventional Protections

Posted Oct. 26, 2023

Protecting All-Legged Members of Your Family “Man’s best friend.” Whether that phrase refers to your dog, cat, or fish, pets have been an important part of our families for centuries. Like other members of our family, we want to provide them the best care and...

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TheLiveBigWay® Digest: A Golden Jubilee

Posted Oct. 12, 2023

A Concise History of the Financial Planning Profession This year, the financial planning profession is celebrating the 50th anniversary of the CFP® marks. This profession - its size, its standards, and its reputation - has evolved significantly over the years, and many CFP® Professionals, including...

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TheLiveBigWay® Digest: Soulful Connections

Posted Sep. 28, 2023

The Numbers vs. The Narrative Many believe that developing a successful financial plan is all about the numbers. And it’s true that the numbers are important. But we at Yeske Buie believe that what’s more important is learning about the heart and soul of our...

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TheLiveBigWay® Digest: Money Musings

Posted Aug. 03, 2023

Musings of a Money Mad Man If you’ve been keeping up with financial markets in 2023, you know a few things: The NASDAQ has been on an absolute tear in 2023, up 38% through July 31. The S&P500 hasn’t been doing too shabby itself, up...

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TheLiveBigWay® Digest: Enhancing Relationships

What’s in Store for 2024?

TheLiveBigWay® Digest: Precision and Perspective

The Yeske Buie Playbook

Portfolio Review, Part Deux: On Bonds

2023 – A Year of Ups and Downs (and Ups!)

TheLiveBigWay® Digest: Unconventional Protections

TheLiveBigWay® Digest: A Golden Jubilee

TheLiveBigWay® Digest: Soulful Connections

TheLiveBigWay® Digest: Money Musings

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