Author: Yeske Buie

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: YeBu® News & Events, Yeske Buie in the Media

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

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

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

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: YeBu® News & Events

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

With a new era of HBO’s record-breaking TV series, Game of Thrones - House of the Dragon debuting recently, we felt it timely to revisit an article we shared three years ago when the original Game of Thrones, "watch" quite literally ended. We found that there...
Topics: Financial Planning, Fun Stuff

As human beings, it’s instinctual to take in information about the world around us and use it to inform our decisions and beliefs. And while this instinct has helped us evolve, it is important to be aware that we are susceptible to a psychological tendency...
Topics: Financial Planning