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…
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 to investing, however, the rules are different. When…
Investment advisory services provided by Yeske Buie Inc. (“YeBu”), a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). Information contained in this report is for informational purposes only to provide details on the services of YeBu. Investment advice can only be provided…
Your Email Inbox: The Weakest Link? Advancements in technology have revolutionized how we live and communicate, with few technologies dominating more of our daily life than email. The convenience and ubiquity of email, however, has a dark side: as more of our personal and financial…
Managing Risk when Rebalancing into Bonds It’s been hard to miss the amazing run up in stock prices over the past 12 months – the Dow Jones Industrial Average, for example, gained 22% in the year ended May 31 – and for some, that creates…
It’s been hard to miss the impressive run up in stock prices over the past 12 months – the Dow Jones Industrial Average, for example, gained 22% in the year ended May 31 – and for some, that creates a conundrum. Writing in the New…