TheLiveBigWay® Digest: A Golden Jubilee

TheLiveBigWay® Digest: A Golden Jubilee

A Concise History of the Financial Planning Profession

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This year, the financial planning profession is celebrating the 50th anniversary of the CFP® marks. This profession – its size, its standards, and its reputation – has evolved significantly over the years, and many CFP® Professionals, including us, are committed to continuing to raise the standard of excellence for Clients like you who engage us in some of the most personal aspects of your lives. In honor of this anniversary, we share a concise history of the financial planning profession.

What Does it Mean to Be a CFP®?

Continuing our celebration of the CFP® marks, we asked our CFP® Professionals (senior and aspiring!) to share insights into their career journeys. While you’ll see some differences as they reflect on their challenges, their joys, their deep sense of responsibility, and their optimism for the future, you’ll also see at least one clear theme: YOU are the reason we exist and YOU are the best part of being a CFP® Professional. Let’s take a deeper dive into your team’s experiences.

Navigating Your Financial Future: Is It Time to Hire a Financial Planner?

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How do you know if it’s time to hire a financial planner? Here are a few signs that indicate you may benefit from working with a financial planner. While it can feel like a vulnerable assignment, engaging with a good financial planner can add so much value to your life that you stop worrying about your money and start thinking, “I couldn’t imagine going through life without you in my corner.” Learn more about the breadth of our financial planning knowledge here.

Join Us for a Halloween Market Review

We hope you will join us on Tuesday, October 31 at 11am PT | 2pm ET for a not-so-spooky review of the markets and economy over the past few months. Our resident economists, Dr. Dave Yeske and Yusuf Abugideiri, will share their insights on inflation, interest rates, US stocks vs. the world, next year’s election, and more. We think you’ll leave the webinar feeling more confident and informed about your finances as we near the end of 2023 and the start of 2024. Register today to join us for a ‘gourd’ time!

It’s a Joy Celebrating YOU!

It was a joy spending time with the Yeske Buie community last week at our in-person event in Vienna, VA. From the talented jazz quartet, to the ambiance of the botanical gardens, to your lively presence, the Yeske Buie team left the event feeling energized by all that you shared with us. We hope you enjoy these photos from the joyful celebration. And we look forward to seeing all of our Clients in San Francisco soon! There’s still time to RSVP to join our event on Thursday, October 26.