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Posted Jul. 22, 2021
If you’ve seen your spending and saving habits change during the pandemic, you’re not alone. Although the pandemic has been a shared, global experience, everyone’s individual experience has varied; some individuals experienced shifts that have opened new doors, and some have been forced to re-evaluate...
Topics: Financial Planning

Posted Jul. 08, 2021
Risky Business: When Bonds Act Like Stocks While municipal bonds offer tax-breaks (and sometimes relatively higher yields) that can make them seem like attractive investments, their behavior can be more akin to that of stocks. Read on to learn more about why we steer clear...
Topics: TheLiveBigWay® Digest

Posted Jul. 08, 2021
Clients sometimes ask us why we don’t recommend carrying municipal bonds in their portfolios, often in response to learning about the tax advantages of owning them or perhaps after hearing about relatively higher yields in the municipal bond market. Before sharing our rationale, let’s first...
Topics: Economy and Investing

Posted Jul. 01, 2021
Thanks to new regulations and requirements that made a reverse mortgage a more appealing planning strategy for aging clients in multiple scenarios, we're dedicating time to a mini-series that share more information on what a reverse mortgage is, how it works, and more. In the...
Topics: Financial Planning

Posted Jun. 28, 2021
Watching movies – it’s something we’ve all done and likely continue to do periodically (if not frequently). Whether watching at a drive-in theater, at a movie theater with comfy lounge chairs, or from the comfort of your own home, movies can be a great way...
Topics: Financial Planning

Posted Jun. 10, 2021
Inflation (yep, again) - An Investigation of Three Charts We’ve been through three major recessions (and, thankfully, three subsequent recoveries) in the past twenty years. This one feels different. Is it? And what does that mean in regards to what we should do? Read on...
Topics: TheLiveBigWay® Digest

Posted Jun. 10, 2021
Of the many aspects of our financial lives that can keep us up at night, debt is usually high on the list. According to a 2024 report, the average American has $105,056 in debt. Making progress on paying off your debts is similar to training...
Topics: Financial Planning

Posted May. 26, 2021
Timeless Lessons Our strategic partners at Dimensional are celebrating their 40 anniversary as a firm, and Founder, David Booth, used the milestone as an opportunity to reflect on the lessons he’s learned from his decades in finance. We find that Booth’s reflections and beliefs align...
Topics: TheLiveBigWay® Digest

Posted May. 26, 2021
Our strategic partners at Dimensional are celebrating their 40th anniversary as a firm, and Founder, David Booth, used the milestone as an opportunity to reflect on the lessons he’s learned from his decades in finance. We find that Booth’s reflections and beliefs align very closely...
Topics: Dimensional Fund Advisors, Economy and Investing

Posted May. 13, 2021
'Inflation is Coming! Inflation is Coming!' How Yeske Buie Has Positioned Clients' Portfolios to be Protected As we said a month ago, everyone’s talking about it, and that’s certainly still true today: inflation is seemingly on everyone’s mind. Read on to learn more about how...
Topics: TheLiveBigWay® Digest

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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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