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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…

Topics: TheLiveBigWay® Digest

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…

Topics: TheLiveBigWay® Digest

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