Live Big Digest – Teamwork edition

We wanted to share a Consumer Reports article with you that was made possible in no small part by the Yeske Buie Financial Planning Team.  The article, titled “Where to Put Your Money,” appeared in the February issue of the magazine and a copy of it is available here.

In researching the article, the Consumer Reports writers set out to determine the quality of financial and investment plans provided by large national financial services firms, with a particular focus on Fidelity, Schwab, Citibank, and T. Rowe Price.  Consumer Reports recruited five sets of test clients to solicit plans from the four companies mentioned above.

The Yeske Buie FP Team was one of two financial planning firms tasked with evaluating the plans along multiple dimensions and criteria.  In all, the plans provided to us for analysis totaled nearly 1,000 pages.  Our Associate Financial Planners (AFPs) Yusuf Abugideiri, Kaitlin Schaeffer Yardley, and Jennifer Hicks dug into the task with gusto). After reviewing their findings with Dave, the Yeske Buie AFPs participated in conference calls and follow-up emails with the writers of Consumer Reports, sharing their analysis and insights.  All of which you can read via the link above.

We hope you have a restful and enjoyable weekend.

The Yeske Buie Team