Kelly Greene of The Wall Street Journal wrote an entertaining piece on the money lessons to be found in the popular show, “Downton Abbey”. The show has drawn a lot of interest in the U.S. with 8.2 million viewers tuning in for the Feb. 17…
We received this video from Brock Phillips in response to our post “The Great Misinformation: Why David Stockman is Wrong,” in which we refute Stockman’s pessimistic, dystopian view of America and its prospects. Here was Brock’s message: I enjoyed your e-mail about David Stockman’s article and…
In his 2004 book, The Wisdom of Crowds, James Surowiecki explored the many situations in which the collective wisdom of a group will surpass that of its smartest individual members. Surowiecki opens with an example reported by statistician and polymath Sir Francis Galton in 1906. Galton…
In this edition of the Digest, we discuss the implications of record stock market highs, the symbology of the four-leaf clover, tax reminders, our Vienna Retreat/Open House, and the start of March Madness. Rocky Mountain High – Have Markets Entered Nosebleed Territory? The eponymous John…
The eponymous John Denver song of our title came to us today as we completed the final day of our semi-annual staff retreat, which was faciliated by our Rocky Mountain friend David Brand on the same day that the S&P 500 stock index attained a new…
Herein a few updates to yesterday’s Digest. Sequester Postscript After dominating the headlines in recent weeks and months, the sequester is here. President Obama signed the order last night to impose $85 billion in cuts to domestic and military programs after a last minute meeting with Congressional…
We just came across a Journal of Financial Planning article written by Bonnie Hughes and it contained extended quotes from Elissa and Dave in response to the question: What do you think is the right thing to be doing for your practice and your clients?…
In this edition of the Digest we discuss the National Day of Service, unveil a new recording of the YeBu® Investment Philosophy, provide an update on year-end tax reporting via your Client Private Page®, offer advice on finding senior housing for aging parents, and review the virtues…
In this edition of the Digest, we talk about what happened to the Fiscal Cliff, YeBu’s 5th anniversary, Elissa’s new role as Chair of the Foundation for Financial Planning, our newest CFP®, some tips on applying for the FAFSA, and the winner of our company Fantasy…
On January 1, 2013, Yeske Buie celebrated its 5th anniversary. Elissa and Dave have been in the profession of financial planning for 30 years and in business for themselves for 23 years, Yeske & Co. having been founded in 1990 and Financial Planning Group in…