TheLiveBigWay® Digest – Stone Foundations and Family Trees

In a recent article in the Wall Street Journal Five Bedrock Principles for Investors, Morgan Housel reviewed five principles investors can use to maximize the long-term returns from their portfolios. Given the volatility of the markets over the past year, we thought a review of these principles would serve as a timely reminder that “most of what matters in investing involves bedrock principles, not current events.” Read on for a detailed list of each principle and to see how Yeske Buie’s investment philosophy aligns with Housel’s principles.

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Dimensional Stories: Things Really Add Up Over Time

The last video of the Dimensional Stories series features David Booth describing how Dimensional looks for ways to add value at every step of the investment process. As has so often been the case, we find this video to be particularly congruent with our approach and philosophy. At Yeske Buie, we too believe that, in the long run, small differences really do “add up” and this belief guides us as we seek new ways to add value. We encourage you to read on for examples of some of our value add initiatives and to see how the values highlighted in this video align across the two firms.

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Climbing the Family Tree

When meeting with Clients, we sometimes explore their personal history by asking questions about childhood money memories. What we learn is always focused on the important people in their lives and almost invariably, it is about far more than money, encompassing also the memories they hope to eave their loved ones and the values they hope to impart. All of which makes us think about our own families and the legacy we have received and hope to bequeath. Today, in light of our reflection, we share the family trees from a variety of our team members. Despite having a “template”, it’s interesting to note that no two trees look alike. We hope you enjoy climbing our family trees and we encourage you to use the blank template to share your family tree with us!

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The Financial Planning Team Enjoy FPA Far West Round Up

The Yeske Buie Financial Planning Team attended the 2015 Far West Round-Up Conference on the UC Santa Cruz campus from Thursday August 13 to Sunday August 16. The team has been attending this informal, retreat-style gathering of financial planners for several years now with Dave serving his sixth term as Sheriff. The intimate environment creates a comfortable space for dedicated practitioners to engage in thought-provoking discussion and invite guests to speak to the energetic group. We will be sharing some of the insights gleaned from the conference in the next Digest but for now, we hope you enjoy some of the photos from the event.

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Where in the World is the Live Big^® Glass?

We continue to receive pictures of those using their Live Big glasses  as part of our summer campaign to show off the Live Big glass in the United States and around the world. Today we share two pictures of individuals toasting to their new homes – one in London, England and one in San Francisco. If you have a picture you’d like to share, feel free to send it to Lauren@YeBu.com who will ensure it 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!