TheLiveBigWay* Digest – Bonds in the Balance
Managing Risk when Rebalancing into Bonds
It’s been hard to miss the amazing run up in stock prices over the past 12 months – the Dow Jones Industrial Average, for example, gained 22% in the year ended May 31 – and for some, that creates a conundrum. Writing in the New York Times, Paul J. Lim discusses the challenge of rebalancing from stocks to bonds when bonds are looking expensive.
Elissa and Dave in the Wall Street Journal
A recent article in the Wall Street Journal profiled three adviser couples who work together. Elissa and Dave were one of those couples.
Here is what Caitlin Nish had to say in her article, “Adviser Couples Who Live, Work Together”.
Meet the Team
As a Client Service Administrator working out of the San Francisco office, Dorothy interacts directly with the firm’s clients. Her responsibilities include operational and administrative support to enhance the client experience and support the work of the Financial Planning Team in serving clients.
Dorothy is looking forward to her daughter being home from college this summer and she will be celebrating her third anniversary with Yeske Buie on June 16th!
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Have a great weekend!
-The Yeske Buie Team