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Financial planning is often thought to only include asset management, investing, and number crunching. And all of those pieces matter! But none of it matters if it’s not personal, relatable, and aligned with who you are and what matters to you. Our discovery process is...
Topics: Financial Planning

The US economy has entered its 11th year of expansion, now the longest on record.  This by itself isn’t significant, some expansion always has to be the longest, and being the longest doesn’t automatically mean imminent demise. Such a milestone does leave the commentariat looking...
Topics: Economy and Investing

With a new era of HBO’s record-breaking TV series, Game of Thrones - House of the Dragon debuting recently, we felt it timely to revisit an article we shared three years ago when the original Game of Thrones, "watch" quite literally ended. We found that there...
Topics: Financial Planning, Fun Stuff

As human beings, it’s instinctual to take in information about the world around us and use it to inform our decisions and beliefs. And while this instinct has helped us evolve, it is important to be aware that we are susceptible to a psychological tendency...
Topics: Financial Planning

Portfolio Update: Going Long on Bonds A couple years ago, we decided to take a more conservative approach in our fixed income portfolio and replace DFA’s Five Year Global Bond fund with its One Year Fixed Income fund, which carries an average maturity of less...
Topics: TheLiveBigWay® Digest

Ryan Kelly, CFP® FINANCIAL PLANNER Ryan Kelly, CFP® earned a B.S. in Mathematics from the University of Texas at Austin in 2017 and an M.S. in Financial Planning from the University of Georgia (UGA) in 2019. Prior to joining Yeske Buie, Ryan began his career...
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Mastering the Markets: The Case for Human Resiliency At Yeske Buie, one of our fundamental worldviews is that human beings are resilient by nature. Another of our fundamental worldviews is that markets reflect the aggregate decisions and behaviors of their participants. It is from these...
Topics: TheLiveBigWay® Digest