We just came across a Journal of Financial Planning article written by Bonnie Hughes and it contained extended quotes from Elissa and Dave in response to the question: What do you think is the right thing to be doing for your practice and your clients?…
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…
There seems to be a growing consensus that, notwithstanding Europe’s well-documented troubles, the region’s stock markets have become so beaten down that they may now be a real bargain. All other things being equal, the more equity prices get pushed down, the higher the expected…
We have lately noticed the growing ubiquity of a British government poster produced in 1939 at the beginning of World War II that advises the reader to “Keep Calm and Carry On.” The poster was intended to boost public morale in the face of the many risks of war,…
On the eve of another Thanksgiving Day, we thought we’d check in with another Live Big Digest, knowing that “Eat Big . . . Digest” is what will really be on your mind in the coming days. Of course, the real purpose of our Thanksgiving Day observation is…
GETTING PERSONAL Advisers Nudge Fearful Clients Toward Stocks By DAISY MAXEY A DOW JONES NEWSWIRES COLUMN “Fear is a stronger emotion than greed,” says an adviser NEW YORK — Some advisers are nudging fearful clients back into stocks–while continuing to calm investors losing patience with…
In case you missed our live webinar presentation on September 21 — “Economic Vomitility and Financial Planning Dramamine” — it is now available on our website, so you can now watch the presentation whenever it’s convenient for you. One of the points that we made…
Candice Choi, AP Personal Finance Writer, On Sunday August 7, 2011, 7:41 pm NEW YORK (AP) — Investors should think twice before making any rash moves Monday. Many market analysts expect stocks to fall sharply because of anxiety about the downgrade of the U.S. credit…
With the July 4th weekend upon us, it’s hard not to reflect on the qualities that have made the US unique and powered its path to prominence (when not thinking about baseball, barbeques, and fireworks, that is). Of course, many these days are taking the…