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…
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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…
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Financial Scam Alerts As part of our ongoing efforts to protect your personal financial information, we want to share the following two alerts on some recently reported scams. As a reminder, never provide financial or other confidential information to an unsolicited source. Contact the company directly and verify any request. The APC Team 1. KUB, LCUB warns…
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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…
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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…
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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…
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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…
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It’s Christmas time. Yes, we said Christmas – it is time to get your finances ready for holiday spending! YOU REALLY CAN’T START EARLY ENOUGH WITH HOLIDAY PLANNING. 1. Being prepared = less stress. 2. Lack of planning = busted budgets. WHAT ARE THE BEST WAYS TO DEVELOP A HOLIDAY FINANCIAL PLAN? To start:…
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Years ago, I heard the late Tom Gunnels, a career insurance agent and author of the book “Keep Your Lights On,” speak about the people in his life “gallery.” Gunnels was referring to his parents, and to teachers, supervisors and friends, living or deceased, who had a positive, life-changing impact on him. This year, two…
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On Sunday, August 27th, Paul Fain, CFP®, president of Asset Planning Corporation, visited WBIR-TV in the 7 a.m. broadcast to discuss the best cities for retirement. It may seem that all retirees go to Florida, but not necessarily. Financial website WalletHub recently published its list of the 25 best U.S. cities for retirement. (Interview transcript):…
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