TheLiveBigWay® Digest: Educate, Elevate, and Celebrate
Temperatures aren’t the only element that spike during the summer months – credit card companies report that card usage also tends to increase in the summer as consumers spend more on travel, leisure activities, and other seasonal expenses. As such, we thought it appropriate to share a deep dive into the mechanics of credit cards to help you make informed financial decisions and maximize the benefits of your credit cards. Keep calm and swipe smart!
The Yeske Buie investment philosophy is predicated on certain fundamental worldviews, and we believe that, like the weather, the economy and markets are too complex and chaotic for short-term prediction. In this short video, our strategic partners at Dimensional use an atmospheric metaphor to describe their approach to long-term investing. Interestingly, our own Dr. Dave Yeske drew a similar metaphor in this video – over a decade ago!
Each year, the entire Yeske Buie team gathers in person for our Annual Staff Retreat to discuss our vision and goals for the firm. This year, we gathered in San Francisco and focused on enhancing our personal and firm well-being. Our conversations were rich and thoughtful, and we said goodbye feeling an even greater sense of connection, passion, and drive for the work we do for you. Continue reading for a deeper look into our time together and how we expect that will impact our work with our Clients.
Yeske Buie is pleased to recognize Will Tracy for his recent success in passing the CFP® Exam! Wil’s preparation for the exam included months of studying with an intense review program, as well as significant personal disciplines that he felt were necessary to succeed. Continue reading for more details on Will’s exam journey including what motivated him, some of the challenges he faced, and his gratitude for the support he received. Congratulations, Will!
Word of the Week: Risk Tolerance
In today’s market, knowing your risk tolerance – the trade-offs that you’re willing to make when faced with uncertain outcomes – is more crucial than ever, and can help you and your financial planning team make investment decisions that you’re comfortable with. Learn more about risk tolerance, the factors that influence it, and how it comprises one part of an individual’s risk profile in this piece.