TheLiveBigWay® Digest: The Journey of Discovery

Discovery Insights: Our Process, Your Journey

Financial planning is often thought to only include asset management, investing, and number crunching. And all of those pieces matter! But none of it matters if it’s not personal, relatable, and aligned with who you are and what matters to you. In this space, we share our thoughts on the importance of the discovery process and some of the behavioral science research that influences our approach.

Strategies for Scholastic Success

Although it seems like we were singing Alice Cooper’s famous song “School’s Out” just a few days ago, the reality is that the back-to-school season is upon us. As schools from kindergarten through college prepare to begin their fall terms, now is as good a time as any to highlight the importance of preparing for college – both academically and financially. Today, we share resources for parents and students on the education planning journey, including a recording of our back-to-school webinar.

Live Webinar – Recession Risk Viewed Through Three Lenses

Predictions of an economic recession are on the rise with the commentariat suggesting that the fact that the US economy is entering its 11th year of expansion and the appearance of an “inverted yield curve” are signals for an imminent demise. While we believe the US and world economy are simply too vast and complex and chaotic to ever be sending such clear signals, for better or worse, economic signals are noisy. If you’re concerned about continued growth, tune in to our live webinar on Thursday, September 5th at 12pm PT / 3pm ET to hear Dr. Dave Yeske address these predictions and explore the implications through three lenses. Register today!

Thank You for Celebrating with Us!

The Yeske Buie team is reveling in gratitude after our special events in Virginia and San Francisco this year. Our celebrations of Yeske Buie’s past, present, and future included sharing memories and deepening relationships amongst our Clients, colleagues, and team members, while indulging in delicious bites and a beautiful ambiance, and we could not be more appreciative of the time you spent with us. We hope you enjoy our small gallery of photos from the events here on our website, and stay tuned for details on similar events next year.

Referrals are the Greatest Compliment

Clients and allied professionals have often told us that they hesitate to make a referral because they don’t know if friends, relatives, or coworkers meet our minimums or would otherwise be a good fit. Our reply is that we are Financial Planning Evangelists^® and would like to see everyone who is seeking help find a competent, ethical financial planner. Thus, we’re happy to talk to ANYONE who is referred to us and if, for whatever reason, we find that we’re not a good fit, we will work to match them up with an experienced financial planner who is.

If you know someone who may be interested in talking with us, please ask them to contact Lauren@YeBu.com or send Lauren the individual’s name and contact information so we may connect with them to set-up an initial meeting. We thank you for the continued trust you show in us by referring your friends, family, and colleagues so that we can help them to harness their financial resources to pursue exquisite, fulfilling lives.