We’ve spent the past two decades discussing with our clients the insights we’ve gained from studying the work of Eugene Fama, University of Chicago professor and one of the fathers of Modern Portfolio Theory. Over that time, we frequently found ourselves referring to him as a “future…
Debt, Deficits, and Default: Dancing with Disaster The government has now been “shut down” for 11 days and we face the further threat of a default if Congress fails to raise the U.S. debt limit within a week. While the former is painful, ever more so the longer…
The government has now been “shut down” for 11 days and we face the further threat of a default if Congress fails to raise the U.S. debt limit within a week. While the former is painful, ever more so the longer it lasts, the latter would be truly…
Where The Smart Money Is Headed In a recent Barron’s article titled, “Where the Smart Money is Headed,” reporter Beverly Goodman highlights mutual fund manager Dimensional Fund Advisors’ success in attracting a growing number of financial advisors who seek to invest their clients’ money in…
In a recent Barron’s article titled, “Where the Smart Money is Headed,” reporter Beverly Goodman highlights mutual fund manager Dimensional Fund Advisors’ success in attracting a growing number of financial advisors who seek to invest their clients’ money in a more “evidence-based” fashion. The attraction…
What Happened to DOMA and What’s Next? On June 26, in United States v Windsor, the Supreme Court ruled 5-4 that Section 3 of the Defense of Marriage Act (DOMA) was unconstitutional, declaring that, if the citizens of a state voted to recognize and protect a class…
Who? Participants in employer-sponsored retirement plans [401(k), 403(b), 457(b), profit-sharing plans] and/or IRA owners ([traditional, rollover, SEP, SIMPLE]. What? This is the minimum amount you are required to withdraw from your account each year. When? Distributions must start by April 1 of the year…
Investment Updates: A Little Fine Tuning We made a few changes to our portfolios this week that we thought we’d share. These adjustments are technical in nature and constitute fine-tuning more than anything else. Meet the Team – Lauren Grove As an Assistant Financial Planner…
Super Size Me: When Bigger Isn’t Better Sometimes bigger is better. Bigger paycheck. Bigger responsibilities. Bigger vacation. At Yeske Buie, we talk about having Live Big® goals, which are about having a bigger vision for how you’re going to live your life. When it comes…