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A few weeks ago, the Yeske Buie Financial Planning Team attended FPA’s Northern California Conference. This conference offers 40 keynote and workshop sessions with some of the most outstanding, hand-selected speakers in the profession. We believe conferences like this one provide our team with the...
Topics: YeBu® News & Events

Someone recently shared with us an article from The Washington Post called “Let’s Talk about the Big Book” that details all of life’s important documents that should be kept in one central location, like a three-ring binder or a virtual vault in the cloud, for...
Topics: Articles of Interest

It’s likely that at some point you’ve had to ask someone for a rain check when it’s been more desirable to accept an offer at a later date rather than in the present moment. In a similar way, when you set aside money for a...
Topics: Financial Planning

LAUREN STANSELL, CFP® C3O • PARTNER CHIEF PLANNING OFFICER Lauren Stansell, CFP® earned an honors B.S. in Economics, summa cum laude, from Virginia Tech in May 2012. She earned her second honors bachelor’s degree in Finance, summa cum laude, from Virginia Tech’s CFP® Certification Education Track, a...
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We’d like to extend a big congratulations to all those who will be graduating in the coming months. For upcoming college grads, the notion of entering the “real world” can feel equally exciting and ambiguous. The reality of becoming financially independent means accepting a deepened...
Topics: Financial Planning

Staying Financially Grounded Earlier this week, we wrote to you to share our thoughts on the correct way to think about “corrections” as market volatility, strangely absent last year, has come roaring back. We’ve had a bit of a bumpy ride over the past two...
Topics: TheLiveBigWay® Digest

During times of market volatility, investors can feel like they're riding a bumpy roller coaster ride. And while our worldview about the markets is that human beings are fundamentally growth seeking and resilient, we recognize that the bumps along the way can make investors feel...
Topics: Financial Planning

All Our Clients Are 'Round' Flashback to your high school English class. While you were busy passing notes, your teacher was likely sharing some information actually worth retaining. In this case, we’re referring to the two, well-known categories of literary characters: round and flat. While...
Topics: TheLiveBigWay® Digest