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Webinar Archive Available
Judging by
the responses received so far, our "Perfect Storm webinar last
week was a great success. We've now made it available on our website
for download or viewing. There are three versions to choose from:
- Windows
Media Version: this recording can be streamed or downloaded to
your computer.
- Podcast:
this can be played on any video-capable iPod.
- Slides
Only : in Adobe Acrobat format, these do not have the audio
narration.
Media
Matters
Dave's
latest article ("Is
The Stock Market 'Efficient' or Is It Just Insane?" ) is
now available on the Boomer-Living website. This piece was inspired by a
question that I received from a webinar participant (thanks Bill).
Volunteer
Work
The
president-elect of the Financial Planning Association has asked Dave to
co-chair FPA's 2010 Retreat. Retreat is FPA's annual meeting for
the profession's most advanced practitioners. If he agrees to do
it, I'll be co-chairing with my good friend and study group partner Guy
Cumbie of Fort Worth, Texas.
And
speaking of FPA meetings, Elissa is scheduled to speak at FPA's Annual
Conference in Anaheim later this year.
Identity
Theft and LifeLock
Just a
reminder that we’ve posted an article on our website ("Guarding
Against Identity Theft") on how to protect yourself from
identity theft and have also negotiated a discount for you, your
family members and your friends to enroll in the LifeLock® service. We've posted a complete description of
the LifeLock system on our website (About LifeLock®).
Although the
many clients who have already taken advantage of this offer reported that
signing up was easy, you should feel free to contact Marcia by phone
(1-800-772-1887) or email (marcia@yebu.com)
if you have any problems.
Use Promotion
Code: YESKEBUIEEMP when you enroll online, to obtain your
discount.
How to Get Help
And don't forget that our updated
client page (http://www.yebu.com/portal.htm)
offers a full list of who does what and who you should contact for help
with various issues. Contact
numbers and email links are available from that page as well.
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Take
the Tour
Among the
investment vehicles we're able to access when assembling client
portfolios, few are as unique as those offered by Dimensional Fund
Advisors (DFA). Although these institutional class portfolios sport
minimum initial investment requirements of $5 million each, we're able to
access them on behalf of our clients in any increment required as a
result of the relationship we've established with the company.
One of the
reasons we find the DFA approach so compelling is that it is
research-based, founded upon the science of investing, and therefore
completely compatible with our own philosophy and practice. You can take a tour of the
DFA philosophy and approach on their website; it's well worth a few
minutes of your time.
Weekend
Reading
Here are a
few of the more interesting items that found their way into print over
the past week.
With all
these tea parties going on, you might be surprised to find a former
Reagan advisor saying that federal revenues
as a share of the economy is the lowest it's been since the 1950s.
Check out
The Good News Economist, where "when
all you read is gloom, turn here for a different perspective."
You don't
need my help finding bad news, that's the bread and butter of the
mainstream press. So here's an antidote, the Good News Daily, which
scours the world and reports the good news of the day.
Quote
of the Day
"A hundred times a
day I remind myself that my inner and outer lives are based on the labors
of other people, living and dead, and that I must exert myself in
order to give in the same measure as I have received and am still
receiving."
Albert Einstein
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