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. Bond Allocation Updates As we discussed last month (Managing Risk When Rebalancing Into Bonds), we believe that…
College Graduation For many people around the country, May means cap and gown, graduation ceremonies, and having or witnessing the experience of the slightly fearful but exhilarating realization that one chapter in life has ended and a new one is about to begin. As always, this should be a time…
Elissa’s “Confessions of a Cobbler” You know the saying about the cobbler’s children having no shoes? I have to confess to being a bit of a cobbler. Okay, my children have shoes – real ones and the financial planning version: ROTH IRAs. But I was…
All beneficiary designations are the same, right? Unfortunately, that’s not the case. The language adopted by the financial institution that holds your IRA or other retirement account might cause you to unintentionally disinherit your grandkids. Most financial institutions treat multiple beneficiaries “per capita” rather than “per stirpes”…
Last Call: Tax Day is Next Monday, April 15th While we normally take care of all of our clients’ account servicing needs, including IRA and retirement account contributions, end of business today (5:00 pm ET for the Vienna office and 5:00 pm PT for the…
PR Newswire Press Release SAN FRANCISCO, CA, APRIL 1, 2013 John Wiley & Sons has just published the first-of-its-kind Financial Planning Competency Handbook. Elissa Buie, CFP® and Dr. Dave Yeske, CFP® of Yeske Buie contributed 30 chapters to the Handbook as members of a select team…
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…
In this edition of the Digest, we invite you to join us at the Vienna Office Open House and share updates from the YeBu staff. Client Event: Vienna Office Open House Please join us for the Open House in Vienna, VA on Thursday, March 14th…
In this edition of the Digest, we discuss The 5 Love Languages, 5 ideas for having quality financial conversations with your mate, explain why a “sweetheart will” may not be a sweet way to plan your estate, and gear up for Yeske Buie’s Vienna Office…
One of the most difficult decisions for families as a parent ages is the question of staying at home versus a more structured institutional environment. For the senior, the goal is to age in place on one’s own terms in a place that is familiar…