TheLiveBigWay® Digest: Inside the Portfolio, Inside the Plan

In so many of the communications we share with our Clients, we refer to “the stocks in the YeskeBuie portfolio” and then continue on with whatever point we’re trying to make. In today’s post, the stocks in the YeskeBuie portfolio are the point. Read on to learn more about what comprises our portfolio, why it’s designed this way, and how we evaluate the composition of the basket of stocks that drives your financial plan forward.

Everyone makes decisions every day that involve a certain level of risk, and how you navigate that risk reveals more about your financial instincts than you might expect. In this piece, we break down what risk tolerance is, how we measure it, and why it shapes every recommendation we make. Read on to better understand your own relationship with risk, and what that means for your financial plan.

If your schedule kept you from joining us live, the recording of Stormy Skies, Clear Strategy is available now on our website. During the presentation, Lauren and Yusuf walk through everything that moved markets in Q1 – oil prices, interest rates, AI, private credit – and what it all means for your financial plan and path forward. The skies may be stormy, but the strategy is clear and grounded in wisdom.

The standard of excellence we hold for our Clients drives everything we do at YeskeBuie, and we’re honored when that commitment is recognized beyond our walls. We are proud to share that YeskeBuie has been named an InvestmentNews Excellence Awardee in two categories! Read on to learn more about this recognition and what it means to us.

The filing/extension deadline has passed, your tax return holds more planning insight than you might expect. We have an article to help you understand your 1040, and we’ll be reaching out to our Clients directly to request copies of your 2025 federal and state tax returns to make sure your financial plan reflects your full picture. Stay tuned for more to come!