TheLiveBigWay® Digest: The Art and Heart of Planning

If you’ve ever followed a recipe — maybe your grandmother’s go-to lasagna! — you’ve already practiced a kind of planning. You set out with a goal, gathered what you needed, made adjustments along the way, and trusted the process to deliver something meaningful. In many ways, financial planning isn’t all that different. See how in this piece that explores similarities between cooking and financial planning.

Following up from our latest live webinar, we received a question about the prominence of the Magnificent 7 and whether the dominance of a small number of companies in various US stock indexes is different from what we’ve seen historically. In this Quick Take, our CIO, Yusuf, compares today’s Magnificent 7 dominance to historical trends and shares three takeaways for long-term investors.

At YeskeBuie, we give our time and talent to our Clients, our communities, and the financial planning profession, grounded in our belief that sharing unconditionally is the path to abundance. This holiday season, we continued our long-standing Give Big efforts by donating toys to local drives and contributing to three charities in honor of our Clients. We invite you to read the team’s reflections this year and explore our history of holiday giving.

We’re ready (and excited!) to celebrate the holidays, the next chapter of YeskeBuie, and, most importantly, you next Thursday, December 11 at our virtual tea party inspired by Elissa and Dave’s holiday travels to London. If you haven’t yet RSVP’d, there’s still time to do so, though we can’t guarantee your high-tea inspired gift will arrive in time for the party. We hope you’ll be part of the fun!

Every member of the YeskeBuie team plays an integral role in shaping your experience with us — including our interns. Today, we’re delighted to feature our financial planning interns, Bradley Barry and Jack Carter, whose dedication to excellence, financial literacy, and teamwork help our financial planning team serve you The YeskeBuie Way. Read more about Jack’s and Bradley’s experiences as interns with YeskeBuie.