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This month, we have had the pleasure of welcoming two new members to our Financial Planning Team. One of those team members is Ryan Kelly who joined the firm as a Financial Planning Resident in our San Francisco office. Ryan recently graduated from the University...
Topics: YeBu® News & Events

Portfolio Update: Going Long on Bonds A couple years ago, we decided to take a more conservative approach in our fixed income portfolio and replace DFA’s Five Year Global Bond fund with its One Year Fixed Income fund, which carries an average maturity of less...
Topics: TheLiveBigWay® Digest

At Yeske Buie, we believe in taking an evidence-based approach in every aspect of our work. One of the ways we live into this belief is by always seeking out the best available science to ensure that we are providing the best possible service to...
Topics: YeskeBuie in the Media

Ryan Kelly, CFP® FINANCIAL PLANNER Ryan Kelly, CFP® earned a B.S. in Mathematics from the University of Texas at Austin in 2017 and an M.S. in Financial Planning from the University of Georgia (UGA) in 2019. Ryan was drawn to the financial planning profession by the...
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Performance of the Premiums There are many dimensions of risk and return in the stock market, the most notable three being the Market, Size, and Value factors (or premiums). Join us for a tour of 90 years of market history, with a particular focus on...
Topics: TheLiveBigWay® Digest

Who Pays for College? May marks the beginning of an exciting time for students and families – graduation season! And after the ceremonies are over and the graduation hats fly, the next question for high school and college graduates is always… what’s next?! While it...
Topics: TheLiveBigWay® Digest

Life Insurance: Protecting Your Most Important Asset Life insurance. While most people understand that holding a life insurance policy is important, it’s also one of those tasks that many people tend to procrastinate until they’re faced with a relevant life experience that increases its level...
Topics: TheLiveBigWay® Digest