TheLiveBigWay* Digest – The Broken Compass

TheLiveBigWay* Digest – The Broken Compass

a fully functioning compass keeps you on courseInvesting With a Broken Compass: the Broken Analogy
While sitting amid the scattered pages of the Sunday paper the other day, leafing through the magazine section, we came upon a full page ad placed by BNY Mellon Wealth Management that offered the following opinion:

The only investors staying the course are those with a broken compass.

We were struck by three simultaneous thoughts

We Remember
Amidst the senseless acts of the last few weeks, it was inspiring to hear reports of individuals who put themselves in harm’s way to help those in need. This reminded us of the now famous Mr. Rogers (Fred Rogers) quote from his book on parenting:

“When I was a boy and I would see scary things in the news, my mother would say to me, “Look for the helpers. You will always find people who are helping.”

Lauren is a Registered ParaplannerSM
We are proud to announce that Lauren Mireles recently received her Registered Paraplanner (RP®) certification. Lauren will continue to serve as our Project Administrator, but her RP® certification has given her insights that will help her better support Yeske Buie’s aim to be the recognized best financial planning firm in the country.

Find out what it takes to get certified and what other accomplishment Lauren is celebrating

Elissa and Dave are a Two-fer
Investment News is celebrating its 15th anniversary by surveying readers to come up with the 5 financial advisors who have most transformed the financial advice profession.  There are 26 choices, all individuals except for one, Elissa and Dave who appear together as a single selection.  They feel honored to be on the list and are particularly happy to appear as a unit!

Tax Planning: Request for 2012 Tax Returns
We use your tax return information for a variety of financial planning purposes, not just when answering tax-related questions. Sending us your return now will allow us to do our work throughout the rest of the year. Now that the tax man has come and gone (unless you are on extension), please send us a copy of your 2012 federal tax return through one of the following secure methods.

Stand By Me
Watch and listen to a global rendition of the classic Ben E. King song Stand By Me from the documentary “Playing for Change: Peace Through Music.”

Connect with Yeske Buie
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Have a great weekend!

-The Yeske Buie Team