Is it a good time to invest? As we roll into the weekend, we wanted to leave you with an unusual poem of sorts. You may find the message challenging at first, but please stick with it to the end in order to get the full effect.
That was the question posed by Bruce Nussbaum in his December 30 Fast Company blog. We’ve spent a great deal of time lately thinking about prior cycles of fear and pessimism, so Nussbaum’s post caught our attention.
Every year, the Yeske Buie team strives to stay ahead of the curve on important, calendar-dependent issues.
Elissa was quoted extensively in the WSJ Guide to Financial Planning:
What should be included in the estate plan?
The most important part of any estate plan is who and what matters to you. To whom do you want to leave a legacy or your prize possessions? How do you want to balance reducing expenses (e.g. probate, legal fees, taxes) with simplification? A financial adviser can be instrumental with these and other important issues.
The documents that an estate plan should include, at minimum, include a will, which specifies how your financial affairs will be settled and to whom your assets will be left; a Durable Power of Attorney (DPOA), which specifies who will handle your financial affairs if you becomes brain-dead or otherwise incapable of making that decision; and a Medical Power of Attorney (MPOA), which provides specific instructions, prepared in advance, that are intended to direct medical care if you becomes unable to do so.
I just thought I’d drop a short note from Amsterdam on global economics and stock market volatility before heading out to visit a few museums. For a quick refresher on how we got here, you might want to revisit our webinar from April of last year, “The Perfect Storm: How We…
With Tax Day finally in the rear-view mirror, we thought we’d celebrate with another edition of the Live Big® Digest. The Hot Hand The cover of BusinessWeek’s April 19 issue declares that “Obamanomics is working better than you think,” and then goes on to state, “polls say the economy is…
We’ve been gratified by the positive feedback we’ve received for last week’s webinar, “The Perfect Storm: How We Got Here and Outlook for Recovery.” If you weren’t able to attend, you can still find it in the archives (see below for instructions). Have a great…
By Chris Pummer SAN FRANCISCO, Calif. (MarketWatch) — So your mortgage payment just ratcheted upward or an unforeseen event has shot the heart out of your finances. Don’t succumb to money melancholy just yet. In the grand scheme, you may have serious credit problems you…
But Many of Latest Offerings Stretch Definition of ‘Index’; Warnings of Increased Risks By ELEANOR LAISE January 30, 2007; Page B11 Index-fund investors, known to take a hands-off approach to their money, are now being asked to make some big decisions — and possibly take on more…
By Jonathan Burton, MarketWatch SAN FRANCISCO (MarketWatch) — When choosing mutual funds, few aspects are within investors’ control. Future performance isn’t one of them. But expenses, risk, manager tenure and tax-efficiency are qualities that can be judged before you buy. “Look beyond performance,” said Jim…