Author: YeskeBuie

Behavioral Finance and Decision Architecture When it comes to financial planning, it can be difficult to stay on the straight and narrow planning path. In the midst of a rapidly changing world, well crafted financial planning policies can serve both planners and their Clients by…

Topics: TheLiveBigWay® Digest

For nearly a decade, Elissa and Dave have been defining the characteristics of an ideal financial planning policy to help anchor Clients to a consistent course of action despite changes in external circumstances. Their work in this field has become increasingly important for many reasons,...
Topics: Fun Stuff

The Yeske Buie team gathered in San Francisco last week for our BIGGEST semi-annual company retreat to date. We recognize this as our biggest retreat not only because of the size of our staff, but also because of our retreat work. This year, the team...
Topics: YeBu® News & Events

The Present Value of Mindfulness While globalization and technological advancement have afforded us unprecedented levels of connectivity and opportunity, the potential downside to this level of accessibility is the uncountable number of forces competing for our attention at any given moment. Fortunately, there is a…

Topics: TheLiveBigWay® Digest

As we’ve shared before, one of Yeske Buie’s defined core values is our commitment to sharing our time, our intellect, and our resources. Accordingly, the team volunteers on a quarterly basis, at minimum, as part of our Give Big initiative to make a difference in our local communities.

Topics: Give Big

The idea that one should plan for their death and formalize an estate plan can certainly be grim and even a bit despairing. Consequently, without the aid of financial planning professionals, estate planning all too often becomes a seemingly forgotten aspect of many people’s financial…

Topics: Financial Planning