As you may recall, at the end of 2013 we decided to reel in the average maturity of the bonds in our portfolios because we were concerned about the prospect of rising interest rates (Investment Update: Going Short (Really Short!)). When rates rise, all other…
Yeske Buie’s Financial Literacy Program Financial Literacy is a widely under-taught subject matter in the education of today’s youth. Some students can go through their entire education, including college, without some of the most basic financial knowledge required for them to succeed. Yeske Buie has…
What a difference a day makes, or, at least, a calendar quarter. As everyone knows by now, last year was a good year for U.S. stocks and a not so good year for foreign stocks (at least, for those of us who are dollar investors). The first…
Financial Literacy is a widely under-taught subject matter in the education of today’s youth. Some students can go through their entire education, including college, without some of the most basic financial knowledge required for them to succeed. As a result of the lack of financial…
How to Build an All-Weather Portfolio When is comes to investing your hard earned money for the long-run, the world can sometimes seem like a scary place. It’s not just the occasional category five storm that blows our way, but also all the squalls that…
Required Minimum Distributions Required Minimum Distributions (RMDs) are, as the name indicates, minimum annual distributions that must be withdrawn from an IRA, as required by the IRS, beginning with the tax year within which the account holder turns 70½. The IRS requires these annual distributions to…
As we prepare this edition of the Digest, we’re hoping that you had a great end to 2014 and celebrated the start to 2015 with your close family and friends.The end of one year and the beginning of another is a great time to reflect….
On January 1, 2015, Yeske Buie celebrated its 7th anniversary. Elissa and Dave have been in the profession of financial planning for more than 30 years and in business for themselves for 25 years, Yeske & Co. having been founded in 1990 and Financial Planning…
How to Invest When Your Crystal Ball is on the Fritz If you could see the future, diversification would be a bad idea. It’s simple logic: if you knew which assets were going to outperform all the others in the coming year, you’d simply put…