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Posted Jan. 18, 2024
Portfolio Review, Part Deux: On Bonds We spill a ton of ink talking about stocks and what the market is doing, but our Clients’ portfolios carry more than just fractional shares of thousands of companies scattered around the globe – the bonds in their portfolios...
Topics: TheLiveBigWay® Digest

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

Posted Jan. 18, 2024
Financial planning is a valuable process for anyone, and becomes even more critical for those supporting loved ones with disabilities. This kind of planning requires accounting for the resources needed to support the loved one in childhood and potentially into adulthood, and becomes even more...
Topics: Financial Planning

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

Posted Nov. 24, 2023
With full hearts and bellies, we use this special Black Friday edition of the Digest to highlight and reflect on a few of the things we're grateful for – especially YOU! We hope you had a peaceful Thanksgiving holiday, and we wish you a restful...
Topics: TheLiveBigWay® Digest

Posted Nov. 15, 2023
SAN FRANCISCO, CA., November 15, 2023 – Yeske Buie, one of the most respected and influential financial planning firms in the country, has announced the promotion of its next generation partners and owners to C-level positions: Yusuf Abugideiri will serve as Chief Investment Officer; Lauren...
Topics: YeBu® News & Events

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At Yeske Buie, our purpose is to empower people to pursue their Live Big® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.
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