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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…

Topics: TheLiveBigWay® Digest

Elissa and Dave were featured in InvestmentNews' 15th anniversary edition special feature of the top 15 transformational advisers.  The feature, written by Andrew Osterland, highlights Elissa and Dave's relationship and their extensive contributions to the financial planning profession, focusing especially on their work in the areas of "policy-based...
Topics: Articles of Interest, Policy-Based Financial Planning, Yeske Buie in the Media

In the May 2013 issue of Investment Advisor Magazine, columnist Bob Clark asks the question: Do we really need another book about financial planning? Bob is asking the question in response to the release of the CFP Board’s Financial Planning Competency Handbook, published by John…

Topics: Yeske Buie in the Media

Investing With a Broken Compass: the Broken Analogy While sitting amid the scattered pages of the Sunday paper the other day, leafing through the magazine section, we came upon a full page ad placed by BNY Mellon Wealth Management that offered the following opinion: The…

Topics: TheLiveBigWay® Digest