TheLiveBigWay® Digest – Remembering a Pioneer

TheLiveBigWay® Digest – Remembering a Pioneer

Remembering a Pioneer

The Journal of Financial Planning has a long-standing tradition of working with some of the best minds in the profession through the role of Practitioner Editor. In April, we announced that Dave would become the next Practitioner Editor of the award-winning, peer-reviewed Journal of Financial Planning effective June 1, 2015. When the news was announced, Dave gave his thoughts on what he hoped to contribute during his term in the position, “In the spirit of the Journal’s first practitioner editor, Lynn Hopewell, I would hope to not only provide the editorial staff with feedback from the practitioner’s perspective, but to be a talent spotter as well.” With this in mind, Dave knew that his inaugural contribution as Practitioner Editor would be to profile Lynn Hopewell. Today, we share Dave’s inaugural contribution to the Journal, Remembering a Pioneer.

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Yeske Buie and the Financial Planning Association

If you were to peruse the About YeBu section of the Yeske Buie website, you would find various mentions of the Financial Planning Association® (FPA®) in the biographies of all of our Financial Planners and Financial Planning Residents. For example, Elissa played a significant role in the creation of the FPA,  Dave is a past chair of the association, and Lauren co-founded the FPA student chapter at Virginia Tech – and the list of involvement goes on! But what is the Financial Planning Association and why does Yeske Buie have such a connection to the organization? Today, we share brief answers to these questions to provide some insights about the importance of the organization and the great involvement of the Yeske Buie team.

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Yeske Buie Named to 300 Top Registered Financial Advisers

FT_400_Advisers_Logo_2015Yeske Buie is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers list, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S. More than 2,000 elite RIA firms were invited to apply for consideration, based on their assets under management (AUM). The 630 RIA firms that applied were then graded according to six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials; online accessibility; and compliance records. The FT 300 is one in a series of rankings of top advisers that the FT developed. Elissa was named to the inaugural FT Top 100 Women Financial Advisers list in November, 2014.

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Dimensional Stories: Make Sure It Isn’t an Old Idea in Disguise

As Dimensional Fund Advisors embarks on its 25th year of working with financial advisors, they shared with us a series of Dimensional Stories, two minute videos on the themes and insights that influence Dimensional’s way of investing. Today, we share the third video of the five part series, Dimensional Stories: Make Sure It Isn’t an Old Idea in Disguise. As explained in our recent post, An Investment Approach That’s Stable, Not Static, Yeske Buie mimics this philosophy with regards to our portfolios as we are constantly evaluating the market but certainly “look” more frequently than we take action. Watch the short video and learn more about how the two philosophies align.

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Where in the World is the Live Big® Glass?

WWLBG - COMPRESSEDWhat does it mean to Live Big? Some may interpret it as meaning “spend big”, “live large”, or a recommendation to some other form of overindulgence. But Live Big is not about the size of your wallet, it’s about the size of your life. And whether this means traveling the world or finding joy in the most mundane places, we want to celebrate how you Live Big! We are in the midst of our summer campaign to show off the Live Big glass from anywhere in the world. 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!

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