TheLiveBigWay® Digest – What is Wealth?

What is Wealth: The Size of Your Life or the Size of Your Wallet? 

What is wealth? At Yeske Buie, we make our stance on this question very clear. For us, it’s about the size of your life, not the size of your wallet^®. The difficulty of this, for some, is that while the size of your “wallet” is quantifiable, the size of your life is more ambiguous. One data-driven measure of the quality of life that is being referenced more often is the Social Progress Index. Today, we explore how this index is trying to redefine traditional measures for quality of life.

Yeske Buie Investment Philosophy and Process

Our approach to assembling and managing client portfolios flows from our Worldview – our grounded beliefs about how the world works – which gives rise to our investment philosophy and the systematic process by which it is implemented. Learn how we implement our evidence based process for assembling and managing client portfolios in this 19 minute video.

TY

Way To Go, Ryan!

Yeske Buie is pleased to recognize Ryan Klemm, Financial Planning Resident in our Virginia office, for passing the CFP^® exam! The exam has earned a reputation for being a challenging milestone as part of the four requirements needed to earn the CERTIFIED FINANCIAL PLANNER^TM designation. Ryan experienced several of these challenges including the discipline needed during the months of preparation leading up to the exam. Read on for more about Ryan’s study journey and his plans for continued learning.

TY

You Don’t Want to Miss Our San Francisco Event!

Do you enjoy spending time with like-minded people? What about indulging in delicious hors d’oeuvres made by award winning chefs? Or learning something new from a passionate speaker? If any of these ideas resonate with you, then you don’t want to miss our special event! We hope you and any interested guests will join us as we host Explore the Possibilities: The Evolution of Investing from 6–9pm on August 16^th at the Park Central Hotel in San Francisco. The event will be a social gathering with a special guest speaker from Dimensional Fund Advisors, Apollo Lupescu, PhD. RSVP today by emailing Lauren Mireles, using our event site, or visiting our website. We hope to see you there!

TY

Can You Guess the Address?

This summer, all newly added Live Big glass photos have been posted to the gallery without disclosing the location of the glass – they simply provide a hint as to the location of the glass but it is up to you to guess. Today, we highlight two of our most recently submitted Live Big glass photos that were taken over 5,500 miles apart! Can you guess the glass’ location?