As Congress grapples with the most sweeping tax overhaul effort in decades, investors have many questions: How will this affect me? What should I do now? Well, we’ve got answers. WHAT SHOULD INVESTORS DO TO PREPARE FOR THE NEW TAX RULES? In general, investors should not make significant changes to their investments or financial…
The saying goes, “A goal not written down is merely a wish!” As you begin to ponder your goals for 2018, what are your plans for financial success? THE NEW YEAR WILL BE HERE BEFORE WE KNOW IT, WHAT ARE SOME DO’S AND DON’T FOR SETTING MONEY GOALS? Let’s start with the “DO’S:” Be…
A Message of Thankfulness from Paul Fain My college freshman son came home for the holiday weekend. As he packed his car to return to campus, I offered him some gas money. “No thanks, I’ll manage,” he responded. I shoved the twenty dollar bill back into my wallet in disbelief. I am thankful that…
Holiday Bonuses The holidays often bring lots of cheer, festivities—and those much anticipated year-end bonuses. What is the best way to spend your holiday bonus? HOW GENEROUS ARE BUSINESSES TO THEIR EMPLOYEES OVER THE HOLIDAYS? Accounting Principles surveyed 500 businesses and found that 75% of them will give out holiday bonuses this year. For…
How do you select a mutual fund to invest in? Well, for one thing, a recent article in the Wall Street Journal challenged the notion of relying on “star ratings” to make your picks. WHAT IS THIS HULLABALU ABOUT THE STAR RATINGS ON MUTUAL FUNDS? Morningstar research rates funds from 1-star (low) to 5-star…
See the original post on WBIR For Millennials, it is more important than ever to learn prudent purchasing and money-saving behaviors for their hard-earned cash. Here are six tips: LET’S START WITH SOME ADVICE FOR MILLENNIALS WITH CREDIT CARDS. 1. Be strategic with your credit card interest rates. If you’re carrying a balance…
Regardless of the tax law proposals swirling around Washington, October through December is an excellent time to consider year-end tax planning moves to save taxes for 2017. What are some tax strategies to keep our investment house in order? Don’t buy the dividend: Be careful about when you buy a mutual fund in this season…
As seen on WBIR, Knoxville’s NBC affiliate station. Warren Buffett has a history of buying companies you’d never expect would capture his interest. His holding company, Berkshire Hathaway, has agreed to purchase a majority stake in Pilot Travel Centers over a six-year period. Is Mr. Buffett getting a good deal? HOW WILL THIS ACQUISITION…
At the office, little strikes fear into the heart of employees like the annual open enrollment period for workplace benefits. It is a time of big decisions with significant financial impact. As seen on WBIR, Knoxville’s NBC affiliate station. WHAT EXACTLY IS “OPEN ENROLLMENT” FOR BENEFITS? In the U.S., open enrollment season is a…
Dr. Dave Yeske is Awarded the P. Kemp Fain Jr. Award, the Profession’s Lifetime Achievement Award NASHVILLE, Tenn., October 3, 2017 – The Financial Planning Association (FPA®) awarded the profession’s lifetime achievement award, the P. Kemp Fain Jr. award, to Dr. Dave Yeske, CFP®, Managing Director of Yeske Buie. “I am so honored to call Dave…