Author: Yeske Buie

Posted Sep. 19, 2019
Milestone Recognitions This year, the financial planning profession is celebrating its 50th anniversary, a milestone that is inspiring many to reflect on the grand evolution of our work. In recognition of this anniversary, InvestmentNews assembled a list of the 20 most influential individuals who have...
Topics: TheLiveBigWay® Digest

Posted Sep. 19, 2019
This year, the financial planning profession is celebrating its 50th anniversary, a milestone that is inspiring financial planners and media professionals alike to reflect on the humble beginnings and the grand evolution of our work. In recognition of this anniversary, InvestmentNews assembled a list of...
Topics: Yeske Buie in the Media

Posted Sep. 05, 2019
TheLiveBigWay® Financial Planning Process As we shared in this space last week, the Discovery Process is the first step in Yeske Buie’s financial planning process once we’ve decided to work together – but it certainly doesn’t end there! Discovery is a vital and ongoing part...
Topics: TheLiveBigWay® Digest

Posted Sep. 05, 2019
As is Yeske Buie tradition, the Yeske Buie Financial Planning Team once again attended the FPA Far West Roundup in Santa Cruz, California. A relaxed and intimate conference, Far West Roundup facilitates deeper, more personal discussions and allows planners to forge connections with many of...
Topics: Financial Planning

Posted Aug. 22, 2019
Discovery Insights: Our Process, Your Journey Financial planning is often thought to only include asset management, investing, and number crunching. And all of those pieces matter! But none of it matters if it’s not personal, relatable, and aligned with who you are and what matters...
Topics: TheLiveBigWay® Digest

Posted Aug. 21, 2019
The Yeske Buie team is reveling in gratitude after our special events in Virginia and San Francisco this year. Our celebrations of Yeske Buie’s past, present, and future included sharing memories and deepening relationships amongst our Clients, colleagues, and team members, while indulging in delicious...
Topics: Firm News & Events

Posted Aug. 08, 2019
Financial Lessons from Game of Thrones Although the era of HBO’s record-breaking TV series, Game of Thrones, is over and our watch has, quite literally, ended, there are a number of valuable lessons – both personal and financial – that we can take with us...
Topics: TheLiveBigWay® Digest
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