The Eurozone is back in the news today as economic and political events have given rise to fresh doubts that European policy-makers will get their financial house in order. Renewed uncertainty took several forms, from comments by the head of the IMF that Europe is…
We hope your year is off to a good start and that you’re making good progress toward your goals for 2012 as we enter the third month of the year. In the interest of progress and efficiency, we wanted to share a few housekeeping items…
In answering a question on CNN Money as to whether college funds accumulated for an eighth-grader should be moved to a 529 plan, Dave offers the following perspective: Another plus, as San Francisco financial planner Dave Yeske points out, is that 34 states currently allow…
The San Francisco Chronicle’s Kathleen Pender offers up advice for financial planning in the new year. Kathleen quotes Dave on the value of harvesting capital gains ahead of a scheduled rise from 15% to as much as 23.8%. Consider harvesting capital gains. With tax rates…
I’m sure it doesn’t surprise you that I’m writing again to chat about the chaotic world in which we live, but before I get to that, I wanted to remind you that recorded version of our webinar “Economic Vomitility and Financial Planning as Dramamine” is…
We thought we’d commemorate the 222nd anniversary of the storming of the Bastille with a Live Big® Digest. Among other things, Bastille Day can be a reminder that the more things change, the more they stay the same (or, as the French would say: Plus…
As another week draws to a close, we find ourselves somewhat surprised to realize that the year is now nearly half gone. Tempus fugit is normally translated as “time flies” though a more literal rendering would be “time flees” (think fugit as in fugitive) and…
Normally, I’d be saying Happy Tax Day, but this being Emancipation Day, the Tax Man must wait until Monday for his big payday. This is also, for many, the beginning of Spring Break. That’s certainly true for Elissa and Dave, who will be devoting the next week to…
The San Francisco Business Times named Yeske Buie a top wealth advisor in its 2011 rankings. The list was compiled by NABCAP, which conducted an independent evaluation of firms based financial planning, investment planning, accountability, education, credentials, cost, disclosure, technology, performance, and client education model, among other things. https://tinyurl.com/4z3jck8
How to choose between Green Bay and Detroit — NYT article on “quirky” DFA mutual fund company — Latest DALBAR study on why the average mutual fund investor does so much worse than the average mutual fund — Why watching the market can hurt you.