Yeske Buie |

Noisy Signals

Posted Aug. 15, 2019

The US economy has entered its 11th year of expansion, now the longest on record. This by itself isn’t significant, some expansion always has to be the longest, and being the longest doesn’t automatically mean imminent demise. Such a milestone does leave the commentariat looking...

Topics: Economy and Investing

Performance of the Premiums

Posted May. 16, 2019

There are many dimensions of risk and return in the stock market, the most notable three being the Market, Size, and Value factors (or premiums). Join us for a tour of 90 years of market history with a particular focus on implications for the future...

Topics: Economy and Investing, Financial Planning, Webinars

Distinguished Adjunct Professor

Posted Apr. 22, 2019

According to the Golden Gate University (GGU) faculty guide, an appointment as Distinguished Adjunct Professor is granted to those “individuals so accomplished that their association with GGU substantially enhances its standing as an institution of higher education, and/or individuals whose exemplary non-instructional service to GGU...

Topics: Blog

Dave’s Doctoral Research

Posted Apr. 22, 2019

Dave earned his Doctor of Business Administration (DBA) degree from Golden Gate University’s Ageno School of Business in 2010. His research focused on developing and testing a model to explain the strategy-making process in financial planning. His Financial Planning Strategy ModesSM (FPSM) Model can be...

Topics: Blog

Weekend Chart Challenge – Revisited

Posted Apr. 04, 2019

Written By: Dave Yeske, CFP® and Lauren Stansell, CFP® Back in August of 2015 markets around the world had gotten choppy after a period of extended calm and some were asking what was up and what was next. We offered the Weekend Chart Challenge as…

Topics: Economy and Investing

Quick Take: Market Perspective in Two Charts

Posted Jan. 07, 2019

The stock market has become much more volatile in recent weeks and months and we thought we’d offer a brief perspective. First, we know you’ve seen the headlines that market performance last year was the worst in a decade, based on the S&P 500. That…

Topics: Economy and Investing

What the Stock and Bond Markets are Telling Us

Posted Oct. 18, 2018

OK, let’s be honest, we never really know what the stock and bond markets are telling us in real time. It is only after the fact, with the benefit of hindsight, that we know what the signal meant. The economy and the financial markets are...

Topics: Economy and Investing

Is it Smart Money or Dumb?

Posted Oct. 03, 2018

In Jason Zweig's latest Wall Street Journal offering "The ‘Dumb’ Money Is Bailing on U.S. Stocks. That’s Smart." he makes the case that "now more than ever, investors need to consider investing in overseas stock markets." His argument is based on the observation that no...

Topics: Economy and Investing

Short Take – Emerging Market Blues

Posted Sep. 20, 2018

Emerging markets (EM) have been in the news lately, in part because stock markets in those countries have been falling in recent months (for reasons we’ll discuss further) but also because of crises and disruptions occurring in a handful of specific countries. The New York...

Topics: Economy and Investing

The Correct Way to Think About “Corrections”

Posted Apr. 04, 2018

We’ve had a bit of a bumpy ride over the past two months as market volatility, strangely absent last year, has come roaring back. We think it’s all going to be fine (you knew we were going to say that) but it doesn’t mean we…

Topics: Economy and Investing

Author: Dave Yeske, CFP