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It’s a true privilege to share the news that Sydney Woodward has passed the CFP® Exam! Sydney discovered the financial planning profession by accident just a few years ago, and now she’s only a few months away from earning the prestigious certification. While the journey...
Topics: YeBu® News & Events

Investment Philosophy: Bite Size Edition Investing in the market is often compared to riding a roller coaster, implying that both your money and your emotions will experience highs and lows over time. While volatility is inevitable throughout your investment journey, we have a fundamentally grounded...
Topics: TheLiveBigWay® Digest

According to Nerd Wallet and EducationData.org, the total student loan debt in the United States is about $1.67 trillion, and 2018 college grads with student loans owe an average of $29,200. With such significant numbers at stake, there’s no doubt that those who have federal...
Topics: Financial Planning

March Madness Money Lessons The NCAA Men’s Basketball Tournament championship game – the pinnacle of the sport – is upon us. And perhaps unsuspectingly, the spectacle of March Madness presents several themes that can be universally applied. From the emotionality of the games to the...
Topics: TheLiveBigWay® Digest

The NCAA Men’s and Women's Basketball Tournament – the pinnacle of the sport – is upon us. This three-week long tournament attracts attention far beyond the alumni of the respective schools. For reference, the 2022 men's championship game between Kansas and UNC captured the attention...
Topics: Financial Planning, Yeske Buie Millennial

We share a collection of feel good stories and videos that renew our energy, remind us of our humanity, and keep us grounded in hope. It is our wish that they do the same for you and if you come across any inspiring content, please...
Topics: Fun Stuff

Interested in learning more about the origin of our investment philosophy or the firm itself? Looking for some clarity on a financial planning topic, the markets, or your portfolio? Curious about the make up of our team, how we operate, or our company culture? Send...
Topics: Financial Planning, YeBu® News & Events