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Samantha Allen recently wrote an article with financial-planning.com that focused on the key questions and assumptions to consider when planning for retirement. She enlisted Dave’s advice among the group of planners featured in the article. Dave’s contributions are featured below or you can read the article…

Topics: Yeske Buie in the Media

Policy-based financial planning is a technique that Elissa and Dave have been developing since their first article on the topic appeared in The Journal of Financial Planning in 2006. The approach has received a lot of attention in the press lately, in no small part because of a book called Investor Behavior: The Psychology of Financial...
Topics: Financial Planning, Policy-Based Financial Planning, Yeske Buie in the Media

On Tuesday, August 19, Dave Yeske was featured on CNBC’s Power Lunch to discuss what small business owners need to do to prepare for retirement. The discussion stemmed from a recent survey conducted by the Financial Planning Association (FPA) and CNBC. Lori Ioannou, senior editor, summarized…

Topics: Yeske Buie in the Media

    Eugene Fama: Building a Life Few economists have had a greater influence on how we think about the markets and how we structure client portfolios than Gene Fama. We’ve recently come across a brief, seven minute video in which Gene Fama discusses his life, how he…

Topics: TheLiveBigWay® Digest

Many methods have been proposed over the past century and more for achieving superior investment performance through stock picking. Some of the most popular approaches include the following: Fundamental Analysis Technical Analysis Momentum Investing GARP (Growth at a Reasonable Price) Dogs of the Dow The...
Topics: Economy and Investing