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…
On January 1, 2013, Yeske Buie celebrated its 5th anniversary. Elissa and Dave have been in the profession of financial planning for 30 years and in business for themselves for 23 years, Yeske & Co. having been founded in 1990 and Financial Planning Group in…
Yeske Buie has joined in on the sports fun by having the staff participate in the different sporting challenges throughout the year ranging from the World Cup to March Madness to Fantasy Football. The YeBu Live Big Fantasy Football League was our most recent competition…
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…
In this edition of the Digest, we talk about our family trees, the “fiscal slope”, and share a few videos ranging from perhaps the most beautiful flash mob ever to a quick Cliff Notes of Obamacare. Climbing the Family Tree At Yeske Buie, we recently…
In this edition of the Digest, we review recent investment updates, revisit the Fiscal Cliff discussion, and highlight the Money Savvy Pig’s spotlight in The Wall Street Journal. New Blended Benchmark We’ve added a new blended benchmark to our monthly portfolio performance reports that we…
We’ve all heard more than enough about the Fiscal Cliff that looms at year’s end and the ongoing negotiations between the White House and Congress aimed at avoiding it. As you might imagine, we’ve expended a great deal of time and energy analyzing the various…
In this edition of the Digest, we will be discussing the recent shift in our investment strategy toward a truly global portfolio (we are revisiting this post from a few weeks back as the changes were implemented in the last few days) and celebrating Elissa…
In this edition of the Digest, we discuss a portfolio strategy update, the financial planning award Dave was recently honored with, and an announcement regarding our upcoming client event. Moving to a “Geographically-Neutral” Allocation You’ve often heard us say that it makes sense to be…