TheLiveBigWay® Digest: Financial Planning is Magic

Confirmation Bias: Helping to Break the Spell

As human beings, it’s instinctual to take in information about the world around us and use it to inform our decisions and beliefs. And while this instinct has helped us evolve, it is important to be aware that we are susceptible to a psychological tendency known as confirmation bias, the tendency to interpret new experiences in a way that conforms to our existing beliefs. Read on to learn more about how confirmation bias applies to investing and how financial planners can help individuals overcome this mental trap to achieve their financial goals.

Investing without a Crystal Ball

If you could see the future, diversification would be a bad idea. It’s simple logic: if you knew which assets were going to outperform all the others in the coming year, you’d simply put all your (nest)eggs in that one basket and reap the rewards of perfect foresight. Of course, the world is a bit messier than that. For those without a working crystal ball, we share eight common investment habits to avoid to maintain a grounded and disciplined approach to investing.

Yeske Buie in the Media: Fighting Cancer’s ‘Financial Aftershocks’

Yeske Buie has long supported the Foundation for Financial Planning, the nation’s only nonprofit charity solely devoted to supporting the delivery of pro bono financial planning. The Foundation’s most recent initiative, Pro Bono for Cancer, works to match financial planners like us with families whose lives have been upended with the terrible news of a cancer diagnosis. This important work is quickly gaining attention across the profession and has been “some of the most fulfilling and rewarding work that we do,” according to partner, Yusuf Abugideiri. Read on for more.

Our San Francisco Event is Two Weeks Away!

We hope you will join us on Tuesday, August 13^th for a celebration of your past, present, and future at Yeske Buie. Our team looks forward to mingling with you and your guests while enjoying an assortment of sliders, corn blinis filled with goat cheese and herbs, mini crab cakes, marinara meatballs, macadamia nut crusted prawns, sweet treats, and more. Additional details about the event including the full menu and a preview of our dynamic discussion about the importance of relationships can be found here on our website. RSVP TODAY!

Referrals are the Greatest Compliment

Clients and allied professionals have often told us that they hesitate to make a referral because they don’t know if friends, relatives, or coworkers meet our minimums or would otherwise be a good fit. Our reply is that we are Financial Planning Evangelists^® and would like to see everyone who is seeking help find a competent, ethical financial planner. Thus, we’re happy to talk to ANYONE who is referred to us and if, for whatever reason, we find that we’re not a good fit, we will work to match them up with an experienced financial planner who is.

If you know someone who may be interested in talking with us, please ask them to contact Lauren@YeBu.com or send Lauren the individual’s name and contact information so we may connect with them to set-up an initial meeting. We thank you for the continued trust you show in us by referring your friends, family, and colleagues so that we can help them to harness their financial resources to pursue exquisite, fulfilling lives.