A few weeks ago, our Financial Planning Team attended FPA’s Northern California Conference. We believe conferences like this one provide our team with the opportunity to gain macro-level insights on the current challenges and best practices in financial planning. We find that upon returning to the office, the conference learnings spark a curiosity to dive deeper into one or more topics, which oftentimes leads to robust conversations about applying these learnings with our Clients. Today, we share a few of this year’s conference highlights.
Ryan and Faith, Forever!
This May, nestled in the beautiful hills at Wolf Mountain Vineyard, Ryan and his fiancée Faith exchanged vows to become husband and wife. Celebrating in their home state of Georgia surrounded by family and friends, Ryan and Faith said “I do” as they soaked in the breathtaking mountain views and danced the night away beneath a spectacular sunset. The newlyweds are now enjoying the next chapter of their life together in San Francisco, and the Yeske Buie team couldn’t be happier for this perfect pair.
The 2018 Trends in Investing Survey
This year’s results of The 2018 Trends in Investing Survey have been released and in many ways, last year’s trends parallel this year’s findings. Specifically, the use of Exchange Traded Funds (ETFs) has climbed again for the eighth consecutive year with 87% of surveyed advisors reporting that they currently use or recommend ETFs with Clients. Additionally, there was a new investment vehicle added to this year’s survey – cryptocurrencies – which advisors largely agreed are “an interesting concept to keep an eye on, but not invest in yet,” at best. Read on for more on the survey results including Dave’s thoughts on ETFs and cryptocurrencies.
Help Us Reach 100 Live Big Glass Photos!
It’s time to get your Live Big glasses out! With summer upon us and vacation (or stay-cation!) plans firming up, we hope you will enjoy your plans with your Live Big glass in hand. Check out our gallery of +80 photos that have been collected over the last three years and send us your photos to help us reach 100 before the end of the year. To request a glass or to send us your photos, please email Mila@Yebu.com. We hope you enjoy your Live Big plans this summer.
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.