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YUSUF ABUGIDEIRI, CFP® CHIEF INVESTMENT OFFICER • PARTNER Yusuf Abugideiri, CFP® holds an M.A. in Economics from George Mason University and a B.S. in Finance from Virginia Tech’s Pamplin College of Business. He has been practicing financial planning since 2009. Yusuf has been recognized as...
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DR. DAVE YESKE, CFP® FOUNDER • MANAGING DIRECTOR Dr. Dave Yeske, CFP® holds a doctorate in finance from Golden Gate University, as well as an M.A. in Economics and a B.S. in Applied Economics from the University of San Francisco. He has been practicing financial...
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Elissa Buie, CFP® earned an MBA from The University of Maryland and a B.S. in Commerce from The University of Virginia. She has been practicing financial planning since 1983.TYPE Elissa sits on the Board of Trustees of the Foundation for Financial Planning and is a…

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Do's and Don'ts for Recent College Graduates We’d like to extend a big congratulations to all those who will be graduating in the coming months. For upcoming college grads, the notion of entering the “real world” can feel equally exciting and ambiguous. The reality of...
Topics: TheLiveBigWay® Digest

CNBC recently shared an article questioning Americans’ relationship with bond funds which they claim to be “America’s favorite investment.” The article argues that while bond funds have been growing in popularity due to their simple, cheap, and diversified nature, the projected increase in interest rates...
Topics: Yeske Buie in the Media

We’d like to extend a big congratulations to all those who will be graduating in the coming months. For upcoming college grads, the notion of entering the “real world” can feel equally exciting and ambiguous. The reality of becoming financially independent means accepting a deepened...
Topics: Financial Planning

ELISSA BUIE, CFP® FOUNDER • CEO Elissa Buie, CFP® earned an MBA from The University of Maryland and a B.S. in Commerce from The University of Virginia. She has been practicing financial planning since 1983. Elissa is a past Chair of the Foundation for Financial...
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Staying Financially Grounded Earlier this week, we wrote to you to share our thoughts on the correct way to think about “corrections” as market volatility, strangely absent last year, has come roaring back. We’ve had a bit of a bumpy ride over the past two...
Topics: TheLiveBigWay® Digest

During times of market volatility, investors can feel like they're riding a bumpy roller coaster ride. And while our worldview about the markets is that human beings are fundamentally growth seeking and resilient, we recognize that the bumps along the way can make investors feel...
Topics: Financial Planning