You searched for team - Page 5 of 59

Featured Favorites: Give Big for Charity

Posted Feb. 01, 2024

Welcome to Featured Favorites, a special feature with a goal of highlighting the diversity of thought and interest on the Yeske Buie team and in the Yeske Buie community at large. One of our core values is to Give Big, and we believe that giving...

Topics: Featured Favorites, Give Big

“Six Life Lessons That Also Apply to Investing”

Posted Feb. 01, 2024

At Yeske Buie, it's important to us to be grounded - grounded in our investment philosophy, our approach to financial planning, and our desire to building long-term relationships. This commitment is something that we expect of ourselves, and that we look for in our strategic...

Topics: Dimensional Fund Advisors, Economy and Investing

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

Required Minimum Distributions (RMDs)

Posted Jan. 15, 2024

Required Minimum Distributions (RMD) are, as the name indicates, minimum annual distributions that must be withdrawn from an IRA beginning with the tax year in which the account holder turns 73. The IRS requires these annual distributions to help ensure that account holders don’t simply...

Topics: Financial Planning

TheLiveBigWay® Digest: Trends and Triumphs

Posted Jan. 04, 2024

2023 - A Year of Ups and Downs (And Ups!) What a year it was (we say this every year, right?) – 2023 provided no shortage of excitement with respect to the goings on in financial markets and the world’s economies. Since there’s far too...

Topics: TheLiveBigWay® Digest

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

Kudos to Kacie!

Posted Jan. 03, 2024

It is our pleasure to share that Kacie Fawls, Associate Financial Planner in our Vienna office, has obtained the CERTIFIED FINANCIAL PLANNER certification! This achievement is something that Kacie has been working towards since 2018 when she enrolled in the CFP Board Registered Education Program...

Topics: YeBu® News & Events

TheLiveBigWay® Digest: Your 2023 Digest Rewind

Posted Dec. 20, 2023

In this final 2023 edition of TheLiveBigWay Digest, we thought we'd take a look back at the engagement and top content of our valued readers like you. We hope you enjoy this 2023 rewind. Wishing you and your family a wonderful holiday season, The Yeske...

Topics: TheLiveBigWay® Digest

TheLiveBigWay® Digest: Year-End Buzz

Posted Dec. 07, 2023

Planning Your Digital Legacy Today we bring you the third and final installment of our Digital Estate Planning mini-series. Just as you plan for your physical and financial assets with your estate plan, it's important to have a plan for your digital assets (like your...

Topics: TheLiveBigWay® Digest

Search

Featured Favorites: Give Big for Charity

“Six Life Lessons That Also Apply to Investing”

The Yeske Buie Playbook

Portfolio Review, Part Deux: On Bonds

Required Minimum Distributions (RMDs)

TheLiveBigWay® Digest: Trends and Triumphs

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

Kudos to Kacie!

TheLiveBigWay® Digest: Your 2023 Digest Rewind

TheLiveBigWay® Digest: Year-End Buzz

Contact Info

Washington, D.C. Metro Area

San Francisco Bay Area

Learn More

About