College Graduation For many people around the country, May means cap and gown, graduation ceremonies, and having or witnessing the experience of the slightly fearful but exhilarating realization that one chapter in life has ended and a new one is about to begin. As always, this should be a time…
Elissa’s “Confessions of a Cobbler” You know the saying about the cobbler’s children having no shoes? I have to confess to being a bit of a cobbler. Okay, my children have shoes – real ones and the financial planning version: ROTH IRAs. But I was…
Investing With a Broken Compass: the Broken Analogy While sitting amid the scattered pages of the Sunday paper the other day, leafing through the magazine section, we came upon a full page ad placed by BNY Mellon Wealth Management that offered the following opinion: The…
In this edition of the Digest, we conduct a Wisdom of Crowds experiment, celebrate Elissa and Dave’s contribution to the Financial Planning Competency Handbook, share photos from our Virginia Retreat and Open House, highlight Elissa’s contribution to The Wall Street Journal, and get ready for…
In this edition of the Digest, we discuss the implications of record stock market highs, the symbology of the four-leaf clover, tax reminders, our Vienna Retreat/Open House, and the start of March Madness. Rocky Mountain High – Have Markets Entered Nosebleed Territory? The eponymous John…
Herein a few updates to yesterday’s Digest. Sequester Postscript After dominating the headlines in recent weeks and months, the sequester is here. President Obama signed the order last night to impose $85 billion in cuts to domestic and military programs after a last minute meeting with Congressional…
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 National Day of Service, unveil a new recording of the YeBu® Investment Philosophy, provide an update on year-end tax reporting via your Client Private Page®, offer advice on finding senior housing for aging parents, and review the virtues…
In this edition of the Digest, we talk about what happened to the Fiscal Cliff, YeBu’s 5th anniversary, Elissa’s new role as Chair of the Foundation for Financial Planning, our newest CFP®, some tips on applying for the FAFSA, and the winner of our company Fantasy…
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…