How Well Do You Know Your 401(k) Plan?
A quick search on our website for the word “Retirement” will populate eleven pages of articles ranging in topic from how to retire early, to Social Security, required minimum distributions, budgeting, Roth accounts, and more. Needless to say, retirement is and always will be a hot topic. Today, we share ten unique advantages of a 401(k) plan including company matches, plan loans, and the ability to take penalty-free distributions before age 591/2. Read on to test how well you know your plan.
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Elissa Buie Named to 2015 InvestmentNews 20 Women to Watch
InvestmentNews has named Elissa Buie to its inaugural Women to Watch list for 2015. Distinctively, this list is not about assets under management, titles, or compensation. Rather, it’s purpose is to recognize women who are distinguished, innovative leaders who are driven and willing to share their knowledge and experiences with other women. InvestmentNews received over 400 nominations to form a list that was then shaved down to recognize just 20 honorees. See Elissa’s profile in the listing and watch a short video featuring Elissa explaining why financial planning is a great profession for women.
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Can You Predict a Good Time to Buy and Sell Stocks?
Over the past year, we have shared a variety of videos from strategic partner Dimensional Fund Advisors as we feel they provide important insights into Dimensional’s way of thinking and highlight the similarities between Dimensional and Yeske Buie. To continue illustrating our connection, we share a video that features Dimensional’s Vice President of Research, James Davis, PhD explaining the theory of Mean Reversion. To test the existence of Mean Reversion, Davis conducted an experiment across 15 different stock markets and and came to a conclusion that answers the question, Can You Predict a Good Time to Buy and Sell Stocks? Watch the short video here and see how Dimensional and Yeske Buie agree on this theory.
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Meet the Team – and Congratulate! – Camille Bouvet
Yeske Buie is pleased to announce that Camille Bouvet, Financial Planning Resident in our San Francisco office, has passed the CFP® Exam. The CFP® Exam is one of three steps required to earn the CERTIFIED FINANCIAL PLANNERTM designation.
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Tis the Season: Yeske Buie Sponsors Cappella SF Holiday CD
As we like to say every April, “It will be time to start planning your Thanksgiving Dinner before you know it.” In what seems like the blink of an eye, the holidays are upon us and tis the season for delicious meals, time with family and friends, and holiday tunes. Elissa and Dave have become involved with Cappella SF, an exceptional a cappella group founded and directed by Ragnar Bohlin, Emmy award winning director of the San Francisco Symphony Chorus. We recognize that by no means does everyone celebrate the Christmas Holiday. But with admiration for their talent, Yeske Buie has sponsored Cappella SF’s first CD, “Light of Gold: Cappella SF Christmas”, which features both traditional and exclusive Christmas music, and we would like to offer a copy of this CD to anyone interested. If you would like a copy, please email Lauren@YeBu.com and she will promptly ship a CD to your home. This link to a sample of Light of Gold will give you a taste of what this CD has in store for you. Happy Holidays!
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