TheLiveBigWay® Digest: Art and Science
Periodic Table of Returns
Diversification is one of the most powerful strategies an investor can employ when implementing their investment philosophy. To demonstrate exactly why diversification is so important, we share a chart ranking the performance of the components of the Yeske Buie portfolio over the past 10 years. Can you spot a pattern?
10 Enhancements to Financial Advice
As we countdown the days to the start of a new decade, we would be remiss not to also reflect on the decade that has passed. In celebration of 30 years of collaboration with financial advisors, our strategic partners at Dimensional have compiled a three-part series featuring 30 ways that investors can benefit from the evolution of the financial advice industry. In this installment, they offer 10 enhancements to financial advice given to Clients – check out the list and related Yeske Buie resources here on our website.
Honoring a Fiercely Dedicated Career
We are honored to share that Elissa Buie has been selected as the recipient of the 2019 Alexandra Armstrong Lifetime Achievement Award, an acknowledgement from InvestementNews that celebrates female pioneers in the financial planning profession. The recognition specifically honors women who have had long careers as advisers, a track record of leadership, a demonstrated commitment to serve as a role model or mentor to other women, and have earned the admiration and respect of their peers. Congratulations, Elissa, on this well-deserved recognition for your fiercely dedicated career!
The Art of Giving
A core value at Yeske Buie, we believe that sharing unconditionally is the path to abundance. This includes giving our time and talent to our Clients, our communities, and the profession. While we aim to embody this belief all year round, the holiday season is always a special time to give as a way of expressing our appreciation for all we have individually and as a firm. For the past few years, each member of the Yeske Buie team has been invited to select a handful of toys to be donated to local charities. In this piece, we share photos of the team and details on the local charities we’ve supported with this tradition over the past few years.
Join Our Live Webinar: 2020 Vision
A new year (and a new decade!) will soon be upon us and as we have for the past few years, we will kick off the year with a live webinar in mid-January where Dr. Dave Yeske will share his thoughts on the financial and economic outlook for the new year ahead. We hope you will save the date and plan to join us on Wednesday, January 15th at 11:00am PT / 2:00pm ET. Register today!