TheLiveBigWay® Digest: Guided Growth

TheLiveBigWay® Digest: Guided Growth

Tantrums – What Markets and Toddlers Have in Common

markets

If you’ve seen what we saw in markets over the past two weeks, you know it’s been a bit of a see-saw this month. A common refrain that can be heard in our hallways at Yeske Buie (and one that made its way around our inboxes this morning) is “if you don’t like what’s going on in the market, just wait a week”. And what a tale of two weeks it’s been – read on for our insights (and a pun or two about toddlers and teeter-totters).

Smart Starts: Four Financial Habits for College Students

Many of us remember college as a key part of our lives, filled with fun memories and significant growth. This time of life can serve as some of the most formative years of our young adult lives, setting the stage for healthy life habits affecting our physical health, our financial independence, and so much more. Given that back-to-school season is upon us, we thought it timely to provide a list of four financial habits for the college students in your lives.

college education planning

Save the Date: Live Events Coming Soon

Live Webinar Featuring Medicare Expert

We’ll be going live with Medicare expert, Margo Steinlage Kreider, for a presentation focused on Avoiding Medicare Mistakes in Retirement. Her 2022 presentation on Mastering Medicare was informative and engaging and continues to serve as a resource for those navigating Medicare. Register today!

In Person Gathering in San Francisco

The Yeske Buie team looks forward to mingling with our community in San Francisco in-person on October 2. The event will be held at The University Club of San Francisco and will feature flavorful hors d’oeuvres and lively conversation. Let us know if we’ll have the joy of seeing you there.

Next-Gen Excellence: Lauren Stansell Named by Forbes

lauren stansell next-gen

It is with great pride and honor that we share that Lauren Stansell, CFP® has been named to Forbes’ Top Next-Gen Wealth Advisors Best-in-State list. Forbes and Shook Research boast that these advisors “represent the true role models of the industry,” and, based on their due diligence, they have also identified several reasons why these advisors are so eagerly sought after. Continue reading for more on Lauren and the future of wealth management. Congratulations, Lauren!

Meet the Team: River Galland

Earlier this summer, we shared a spotlight on Yeske Buie’s internship program and introduced you to one of our summer 2024 interns, Grant Barlow. This summer, we’ve been fortunate to host two stellar interns, and toady we’re happy to introduce you to River Galland, Financial Planning Intern in our San Francisco office. We hope you enjoy learning more about River’s passions and the ways he’s supporting our Clients and our team during his time with us. Welcome to the team, River!