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As we are all well aware, we are currently facing unprecedented times in our world today. The pandemic is affecting all of us in one way or another, and many have experienced a change in their financial situation. A life transition or life status change...
Topics: Financial Planning

A sharper mind. Reduced stress. Better focus. Stronger resilience. These mental states may feel unattainable given current societal challenges, but they can be a reality through the power of mindfulness, breathing, and meditation. Over the years, the Yeske Buie team has studied and experienced how...
Topics: Financial Planning

As part of our strategy in managing the cash holdings in our Clients’ portfolios, Yeske Buie employs a handful of Money Market Funds (MMFs), including: Schwab’s Value Advantage Money Fund (Investor Shares: SWVXX; Ultra Shares: SNAXX) This fund is bought and sold like the other...
Topics: Economy and Investing

You Thought You Were Done? Maintaining Your Estate Plan How often do you think about your estate plan? Most people think that once the process of creating an estate plan is done, the plan can simply sit. Guardians are assigned, beneficiaries designated, power of attorney...
Topics: TheLiveBigWay® Digest