Saving for Competing Desires: Your Child’s Education vs. Your Retirement As the cost of college continues to rise, so do questions and concerns about how and how much to save without forgetting about our own retirement. Today we share our thoughts on the pros and…
WSJ: Five Bedrock Principles for Investors In a recent article in the Wall Street Journal Five Bedrock Principles for Investors, Morgan Housel reviewed five principles investors can use to maximize the long-term returns from their portfolios. Given the volatility of the markets over the past…
The Yeske Buie Financial Planning Team attended the 2015 Far West Round-Up Conference on the UC Santa Cruz campus from Thursday August 13 to Sunday August 16. The team has been attending this informal, retreat-style gathering of financial planners for several years now with Dave…
Expert Spotlight: Dr. Jim McCabe on Authentic Conversations Eldercare expert, Dr. Jim McCabe, recently took some time to reflect on many of the families he has worked with over the years and the challenges they have faced together. One of those challenges, is the ability…
As we prepare this edition of the Digest, we’re hoping that you had a great end to 2014 and celebrated the start to 2015 with your close family and friends.The end of one year and the beginning of another is a great time to reflect….
To Roth or Not A Roth Conversion is a taxable transfer of assets from your traditional/SEP/SIMPLE IRA to a Roth IRA in an effort to take advantage of the tax and withdrawal benefits of a Roth IRA. Not only do assets grow tax-deferred in a Roth…
The Yeske Buie Financial Planning Team attended the 2014 FPA Far West Round-Up Conference in Santa Cruz from Thursday, August 14 to Sunday, August 17. The Round-Up has many features of the Old West, including a designated sheriff (leader), posse (conference committee), and greenhorns (the…
Got a College Student? File FAFSA! According to the Department of Education website: “To be considered for federal student aid for the 2014-2015 award year, you can complete a Free Application for Federal Student Aid (FAFSA) between January 1, 2014 and midnight Central Time, June…
As we prepare this edition of the Digest, we’re hoping that you had a great end to 2013 and celebrated the start to 2014 with your close family and friends. The end of one year and the beginning of another is a great time to…
Investment Update – Going Short (Really Short!) No, we haven’t decided to short the stock market — not by a long-shot! — but we have decided to shorten the average maturity of our bond holdings. We’re doing this by swapping all of the DFA 5-Year Global…