The fourth of the Dimensional Stories five-part video series is titled Dimensional Stories: The Impact of Indexing. This video features founder and co-CEO of Dimensional, David Booth, reflecting on the early days of indexing and the impact indexing has had on the investment world. In the video, Booth notes the importance of having an investment approach that Clients are willing to stick with. Similarly, Elissa and Dave have worked, for nearly a decade, to define the characteristics of an ideal financial planning policy as Clients and planners alike often struggle to stay the course when it comes to financial planning; Elissa and Dave have defined this as Policy-Based Financial Planning. We encourage you to read more about Policy-Based Financial Planning and to watch the video to see how Yeske Buie and Dimensional’s views align.
Ask Elissa and Dave
Today’s Ask Elissa and Dave question helps distinguish the difference between financial literacy and financial planning and discusses when it is appropriate to start thinking about these topics. Read Elissa’s answer to the question and stay tuned to future Digest posts for more. If you have a question for Elissa and Dave, feel free to share your curiosity with us and receive an answer to the questions you’ve always wanted to ask!
Where in the World is the Live Big® Glass?
We are in the midst of our summer campaign and so far, we’ve received over a dozen photos of the Live Big glass in the United States and around the world! Whether you are in Poland, Bhutan, Virginia, Utah, or Pennsylvania, we want to see how you are living big with your glass in hand. All pictures submitted to Lauren@YeBu.com will be included in the campaign on our social media sites and in a gallery on our website. We look forward to seeing your pictures!
At Yeske Buie, our purpose is to empower people to pursue their Live Big® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.