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Posted Dec. 08, 2022
The Two Week Look: Systematic Rebalancing While Yeske Buie’s investment philosophy may appear to be passive, our approach to monitoring the components of our client portfolios is anything but. We are constantly evaluating the shifting landscape, and we “look” more frequently than we take action....
Topics: TheLiveBigWay® Digest

Posted Dec. 08, 2022
As financial planners, managing client accounts and investments is a major component of the work that we do. We take on a number of responsibilities in this sphere, one of which is the process of rebalancing. The rebalancing process is the quintessential application of the...
Topics: Economy and Investing

Posted Nov. 23, 2022
For today's post-Thanksgiving Day edition of the Digest, we share a lighter take on our typical content with bite-sized blurbs featuring surveys, articles, and videos to boost your holiday spirit and provide you with conversation starters for your holiday gatherings. We hope you enjoy the...
Topics: TheLiveBigWay® Digest

Posted Nov. 10, 2022
Weekend Chart Challenge 3.0 The last few years of market performance have been full of downs and ups (some big up) and downs again. And given this year’s performance, many are asking what’s up and what’s next. As we’ve always said, we don’t have a...
Topics: TheLiveBigWay® Digest

Posted Nov. 08, 2022
Back in August of 2015 and again in April of 2019, we offered the Weekend Chart Challenge as a way to try to put the volatility we were experiencing into perspective. And here we are again. The last few years have been full of downs...
Topics: Economy and Investing

Posted Oct. 26, 2022
The world lost an icon last month with the passing of Queen Elizabeth II, whose 70 year reign left a lasting legacy not only on the U.K., but on the entire world. As we reflect on the Queen's mighty legacy, we are reminded of the...
Topics: Financial Planning

Posted Oct. 12, 2022
Winter is Coming We’ve been talking about (and perhaps agonizing over) the same headlines all year, and what a year it’s been. As we head into the final quarter of 2022, we thought we’d spend a few minutes reflecting on how the third quarter unfolded....
Topics: TheLiveBigWay® Digest

Posted Sep. 29, 2022
Wow - what a quarter for financial markets around the world. Before we dive into what we’ve been seeing in recent weeks, let’s rewind to the beginning of the summer.  Back in June, the Fed’s decision to raise interest rates more aggressively than anticipated (in...
Topics: Economy and Investing

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Washington, D.C. Metro Area
301 Maple Avenue West, Suite 600
Vienna, VA 22180
San Francisco Bay Area
220 Montgomery Street, Suite 900
San Francisco, CA 94104

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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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