I’m sure it doesn’t surprise you that I’m writing again to chat about the chaotic world in which we live, but before I get to that, I wanted to remind you that recorded version of our webinar “Economic Vomitility and Financial Planning as Dramamine” is…
We thought we’d commemorate the 222nd anniversary of the storming of the Bastille with a Live Big® Digest. Among other things, Bastille Day can be a reminder that the more things change, the more they stay the same (or, as the French would say: Plus…
As another week draws to a close, we find ourselves somewhat surprised to realize that the year is now nearly half gone. Tempus fugit is normally translated as “time flies” though a more literal rendering would be “time flees” (think fugit as in fugitive) and…
Normally, I’d be saying Happy Tax Day, but this being Emancipation Day, the Tax Man must wait until Monday for his big payday. This is also, for many, the beginning of Spring Break. That’s certainly true for Elissa and Dave, who will be devoting the next week to…
The San Francisco Business Times named Yeske Buie a top wealth advisor in its 2011 rankings. The list was compiled by NABCAP, which conducted an independent evaluation of firms based financial planning, investment planning, accountability, education, credentials, cost, disclosure, technology, performance, and client education model, among other things. https://tinyurl.com/4z3jck8
How to choose between Green Bay and Detroit — NYT article on “quirky” DFA mutual fund company — Latest DALBAR study on why the average mutual fund investor does so much worse than the average mutual fund — Why watching the market can hurt you.
Is it a good time to invest? As we roll into the weekend, we wanted to leave you with an unusual poem of sorts. You may find the message challenging at first, but please stick with it to the end in order to get the full effect.
That was the question posed by Bruce Nussbaum in his December 30 Fast Company blog. We’ve spent a great deal of time lately thinking about prior cycles of fear and pessimism, so Nussbaum’s post caught our attention.
Every year, the Yeske Buie team strives to stay ahead of the curve on important, calendar-dependent issues.
Elissa was quoted extensively in the WSJ Guide to Financial Planning:
What should be included in the estate plan?
The most important part of any estate plan is who and what matters to you. To whom do you want to leave a legacy or your prize possessions? How do you want to balance reducing expenses (e.g. probate, legal fees, taxes) with simplification? A financial adviser can be instrumental with these and other important issues.
The documents that an estate plan should include, at minimum, include a will, which specifies how your financial affairs will be settled and to whom your assets will be left; a Durable Power of Attorney (DPOA), which specifies who will handle your financial affairs if you becomes brain-dead or otherwise incapable of making that decision; and a Medical Power of Attorney (MPOA), which provides specific instructions, prepared in advance, that are intended to direct medical care if you becomes unable to do so.