A recent article by Miriam Rozen on FinancialPlanning.com asserts that alternative investments are rapidly becoming of more interest to advisors. As a result of the booming interest, Rozen explains that many advisors are committing to lengthy training programs to efficiently educate themselves and their Clients…
As noted in the previous Digest, the Yeske Buie Financial Planning Team (Dave Yeske, Elissa Buie, Yusuf Abugideiri, Jennifer Hicks, Lauren Stansell, Sabina Smailhodzic, Russell Kroeger, Camille Bouvet, and Cody Daniels) attended the 2015 FPA Far West Round-Up Conference (FWR) on the UC Santa Cruz…
WSJ: Five Bedrock Principles for Investors In a recent article in the Wall Street Journal Five Bedrock Principles for Investors, Morgan Housel reviewed five principles investors can use to maximize the long-term returns from their portfolios. Given the volatility of the markets over the past…
The Yeske Buie Financial Planning Team attended the 2015 Far West Round-Up Conference on the UC Santa Cruz campus from Thursday August 13 to Sunday August 16. The team has been attending this informal, retreat-style gathering of financial planners for several years now with Dave…
As Dimensional Fund Advisors embarks on its 25th year of working with financial advisors, they shared with us a series of Dimensional Stories, two minute videos featuring Nobel Laureate Eugene Fama and/or David Booth speaking on the themes and insights that influence Dimensional’s way of…
Estate Planning for Digital Assets It is no secret that we are rapidly becoming an ever more paperless society. This doesn’t mean that we are maintaining less “stuff”, however. In fact, I’d be inclined to believe the opposite. With mobile technology a societal norm, we…
Certified Financial Planner Board of Standards, Inc. announced that it has completely revised and updated it’s popular reference guide for financial planning students and practitioners. John Wiley & Sons published the first-of-its-kind Financial Planning Competency Handbook in 2013. Elissa and Dave contributed 30 chapters to…
In a recent article from Kiplinger’s Personal Finance, Jane Bennett Clark reviews the pros and cons of renting vs. buying for retirees looking to downsize their living space. While the article specifically addresses retirees, the decision between renting vs. buying is becoming more prevalent for…
A Wall of Worry We wrote about the renewal of the Greek debt crisis a month ago, noting that it was “like deja vu all over again,” mirroring the Greek debt crisis we were writing about back in October of 2011 (Beware of Greeks Bearing…
We wrote about the renewal of the Greek debt crisis a month ago, noting that it was “like deja vu all over again,” mirroring the Greek debt crisis we were writing about back in October of 2011 (Beware of Greeks Bearing Gilts), when the markets…