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Tomorrow is May Day, the day Dave dons cap and gown, and the
20th anniversary of Yeske Buie. We thought with that kind
of convergence, we'd celebrate with another edition of the Live
Big® Digest.
How, you may well ask, can we have a 20th anniversary when Yeske
Buie came into existence on January 1, 2008? The answer is
simple: since Yeske Buie was formed from the merger of
Financial Planning Group and Yeske & Company, we consider the
firm to be a continuation of those two and naturally claim their
history as our own.
Transitions
Marcia Buie, our operations manager since the formation of Yeske
Buie, has recently departed to take a position as Director of Health
and Wellness at Hilton International. We'll naturally miss her
energetic presence in the office, but are very happy for this
significant career move.
Virtual Works
A more than kind article has just appeared in Financial
Planning Magazine, discussing Yeske Buie's approach to serving
clients via the Client Private Page. The first paragraph alone
will make you suspect we bribed the writer:
"David B. Yeske, CFP, challenges the old adage, "jack of all
trades, master of none." This cerebral gladiator has mastered almost
every element of the financial planning arena, and has garnered a
doctorate in finance, a master's in economics and a Bachelor of
Science in applied economics along the way. But it is his
technological prowess-with an emphasis on making processes simple
and applicable for the client-that makes him a trendsetter in the
financial advisory industry."
http://www.financial-planning.com/fp_issues/2010_5/david_yeske-2666629-1.html
A $2.95 Lesson for Wall Street
Writing for CNN, Bob Greene relates a personal experience that he
believes might hold a real lesson for Wall Street: do right by your
customers, no matter which side of the trade you're on. What a
novel idea.
http://www.cnn.com/2010/OPINION/04/25/greene.lesson.wall.street/index.html?hpt=C2
Wall Street's Heist
Brett Arends, of WSJ.com and MarketWatch, explains how Wall
Street bankers managed to extract a half trillion dollars for
themselves during the last bubble, even as investors in
their firms were left with nothing to show for it. Brett says that
the Goldman Sachs case should remind investors of the earnest
advice of Deep Throat: follow the money.
http://www.marketwatch.com/story/wall-street-robs-investors-again-2010-04-20?pagenumber=1
American Power Act
New York Times columnist David Brooks discusses the benefits that
might accrue from adopting a national energy initiative, even
if policymakers get the details all wrong. Likening it to
the development of the transcontinental railroad, he declares:
"When you read that history, you’re reminded that large
efforts are generally plagued by stupidity, error and corruption.
But by the sheer act of stumbling forward, it’s possible, sometimes,
to achieve important things."
http://www.nytimes.com/2010/04/30/opinion/30brooks.html?ref=opinion
An Economic and Market Update by Liz Ann
Sonders
Just a reminder that this webinar will only be available through
this weekend. So, this is your last chance to learn
about Liz Ann's assessment of current and projected
economic conditions. (http://www.yebu.com/webinars.htm).
Have a great weekend!
The Yeske Buie Team |