DFA founder David Booth likes to say, “it’s about ideas,” and we certainly don’t know of another fund company that has been more about ideas than Dimensional Fund Advisors. And not just any ideas, but the best thinking coming out of academic research in the science of economics. …
Featured Wines from Elissa and Dave’s Favorite Wineries Iron Horse Wedding Cuvée – Iron Horse is best known for this cuvée. Fresh and festive, this bubbly is built for a party! Iron Horse Russian Cuvée – This cuvée was first produced for the historic Reagan…
The Final Life Chapter: The Natovitz Group The Natovitz Group, a leading insurance advisory firm in the DC area, recently hosted a one-day workshop for financial planners titled “The Final Life Chapter: The Vital Role Advisors Play as Clients & Their Families Plan for Extended…
The Natovitz group recently presented a one-day workshop for financial planners titled “The Final Life Chapter: The Vital Role Advisors Play as Clients and Their Families Plan for Extended Care.” Two of our Associate Financial Planners, Sabina and Yusuf, joined a group of local professionals…
Insights from Far West Roundup In the last Digest, we shared pictures from the Far West Roundup conference the Yeske Buie Financial Planning team attended in Santa Cruz, CA. In this issue, we offer some take-aways from the conference. With fewer than 100 attendees, Far…
The Yeske Buie Financial Planning Team (Elissa Buie, Dave Yeske, Yusuf Abugideiri, Jennifer Micieli, Jennifer Hicks, Lauren Stansell, and Sabina Smailhodzic) attended FPA Far West Roundup (FWR), an annual financial planning conference that was held on Thursday, August 14 to Sunday, August 17, 2014 on…
Samantha Allen recently wrote an article with financial-planning.com that focused on the key questions and assumptions to consider when planning for retirement. She enlisted Dave’s advice among the group of planners featured in the article. Dave’s contributions are featured below or you can read the article…
London One of the stops on Elissa and Dave’s recent two week trip to Europe was London, England. Visits to London are special for Elissa and Dave as Elissa’s mother was British and she still has many relatives in the area. They had lunch with…
Dave on CNBC’s Power Lunch On Tuesday, August 19, Dave was featured on CNBC’s Power Lunch to discuss what small business owners need to do to prepare for retirement. The discussion stemmed from a survey conducted by Financial Planning Association (FPA) and CNBC. Policy-Based Financial Planning Policy-based…
On Tuesday, August 19, Dave Yeske was featured on CNBC’s Power Lunch to discuss what small business owners need to do to prepare for retirement. The discussion stemmed from a recent survey conducted by the Financial Planning Association (FPA) and CNBC. Lori Ioannou, senior editor, summarized…