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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

All Our Clients Are 'Round' Flashback to your high school English class. While you were busy passing notes, your teacher was likely sharing some information actually worth retaining. In this case, we’re referring to the two, well-known categories of literary characters: round and flat. While...
Topics: TheLiveBigWay® Digest

Credit scores are used by individuals and organizations as a method of assessing a person’s financial responsibility. The “grading scale” ranges from 300, being the weakest, to 850, being the strongest. As a reference, Experian assesses a credit score above 670 as “good”. It is...
Topics: Financial Planning

Get More from Your Credit Score In today’s world, there are dozens of numerical expressions that make up one’s financial life. Credit scores are one example of those digital expressions, and are used to assess a person’s financial responsibility. It is widely understood that this…

Topics: TheLiveBigWay® Digest

Long-term care is defined as the need for assistance with normal activities of daily living for a period of greater than 100 days. Additionally, when long-term care is needed, it is not a one-time need, but rather is a “continuum of care” that starts at...
Topics: Financial Planning