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TheLiveBigWay® Digest: Meaningful Money Conversations

Posted Jan. 09, 2020

Meaningful Money Conversations As financial planners, we are entrusted with one of life’s most delicate subjects, money. And it’s no news to us or to you that discussing money can sometimes be difficult. Despite the possibility of discomfort however, being able to talk about money...

Topics: TheLiveBigWay® Digest

2019 Market and Portfolio Snapshot

Posted Jan. 06, 2020

While the calendar year is a somewhat arbitrary yardstick for measuring progress, we all naturally organize our thoughts this way. With this in mind, we use this space to share a quick snapshot of what happened in the markets and in our Client portfolios during...

Topics: Economy and Investing

New Year’s Financial Resolutions

Posted Jan. 02, 2020

Looking for inspiration for your New Year's resolutions? We've compiled a list of financial resolutions for you to consider adopting this year. Don’t Look! (at the tickers) The first resolution we encourage you to take on this year should be the simplest, as it actually...

Topics: Financial Planning, Yeske Buie Millennial

TheLiveBigWay® Digest: The Best of 2019

Posted Dec. 26, 2019

Today in this final 2019 edition of the Digest, we reflect and share a collection of some of our most popular posts from TheLiveBigWay® Digest in 2019. We hope you enjoy reading (or re-reading!) these pieces and we hope you and yours continue to have...

Topics: TheLiveBigWay® Digest

TheLiveBigWay® Digest: Art and Science

Posted Dec. 12, 2019

Periodic Table of Returns Diversification is one of the most powerful strategies an investor can employ when implementing their investment philosophy. To demonstrate exactly why diversification is so important, we share a chart ranking the performance of the components of the Yeske Buie portfolio over...

Topics: TheLiveBigWay® Digest

10 Enhancements to Financial Advice

Posted Dec. 12, 2019

Our strategic partners at Dimensional offer their take on 10 enhancements to financial advice over the past 30 years. This year, Dimensional is celebrating 30 years of working with financial advisors, a collaboration that has helped change the way the world thinks about investing. To...

Topics: Dimensional Fund Advisors, Economy and Investing

Periodic Table of Returns

Posted Dec. 12, 2019

As we’ve mentioned time and again, diversification is one of the most powerful strategies an investor can employ when implementing their investment philosophy. At Yeske Buie, that philosophy translates to a globally diversified portfolio tilted towards small company and value stocks. The majority of the...

Topics: Economy and Investing

Elissa Buie Receives the Alexandra Armstrong Lifetime Achievement Award

Posted Nov. 20, 2019

VIENNA, Va., Nov. 20, 2019 /PRNewswire/ — Elissa Buie, CFP®, co-founder and CEO of Yeske Buie, has been selected as the recipient of the 2019 Alexandra Armstrong Lifetime Achievement Award as part of InvestmentNews’ Women to Watch initiative. Elissa was named to InvestmentNews’ inaugural Women...

Topics: YeBu® News & Events

TheLiveBigWay® Digest: A Strong Alliance

Posted Nov. 14, 2019

Divorce - Are You Ready or At Least Prepared? The decision to get divorced is never easy. To be ready to divorce your partner usually means being able to make clear, unemotional decisions that you can stand by through time, and let go of all...

Topics: TheLiveBigWay® Digest

The DFA Approach: Maximizing Return and Minimizing Risk

Posted Oct. 31, 2019

It has been said time and again: “markets climb a wall of worry”. The world can be an uncertain place, and investors like to be appropriately compensated for assuming the risk of being stock market participants. DFA (Dimensional Fund Advisors), the mutual fund company that...

Topics: Dimensional Fund Advisors, Economy and Investing, Financial Planning

About

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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TheLiveBigWay® Digest: Meaningful Money Conversations

2019 Market and Portfolio Snapshot

New Year’s Financial Resolutions

TheLiveBigWay® Digest: The Best of 2019

TheLiveBigWay® Digest: Art and Science

10 Enhancements to Financial Advice

Periodic Table of Returns

Elissa Buie Receives the Alexandra Armstrong Lifetime Achievement Award

TheLiveBigWay® Digest: A Strong Alliance

The DFA Approach: Maximizing Return and Minimizing Risk

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