SAN FRANCISCO, CA, JUNE 13, 2013 – The campaign to support the delivery of financial planning to the underserved was organized by the northern California chapters of the Financial Planning Association® (FPA®) along with TD Ameritrade on behalf of the Foundation for Financial Planning. This achievement took…
Managing Risk when Rebalancing into Bonds It’s been hard to miss the amazing run up in stock prices over the past 12 months – the Dow Jones Industrial Average, for example, gained 22% in the year ended May 31 – and for some, that creates…
A recent article in the Wall Street Journal profiled three adviser couples who work together. Elissa and Dave were one of those couples. Here is what Caitlin Nish had to say in her article, “Adviser Couples Who Live, Work Together”. Dave Yeske and Elissa Buie Yeske…
It’s been hard to miss the impressive run up in stock prices over the past 12 months – the Dow Jones Industrial Average, for example, gained 22% in the year ended May 31 – and for some, that creates a conundrum. Writing in the New…
College Graduation For many people around the country, May means cap and gown, graduation ceremonies, and having or witnessing the experience of the slightly fearful but exhilarating realization that one chapter in life has ended and a new one is about to begin. As always, this should be a time…
5/5/2013 President Barack Obama – Ohio State University – Columbus, Ohio “I dare you, Class of 2013, to do better. I dare you to dream bigger.” 5/10/2013 Actress Julie Andrews – University of Colorado – Boulder, CO “Be an ambassador for the kind of world…
Robert Powell, who writes for The Wall Street Journal’s MarketWatch website, offers six tips for college grads on how to prepare for not just a normal life but a rich one after graduation. Bob opens with some humbling and humorous advice. Jason Gay, sportswriter extraordinaire for The Wall Street…
One of the most highly regarded commencement speeches in recent years. Steve takes us through an inspiring story of love, loss, and death.
In the May 2013 issue of Investment Advisor Magazine, columnist Bob Clark asks the question: Do we really need another book about financial planning? Bob is asking the question in response to the release of the CFP Board’s Financial Planning Competency Handbook, published by John…
Elissa’s “Confessions of a Cobbler” You know the saying about the cobbler’s children having no shoes? I have to confess to being a bit of a cobbler. Okay, my children have shoes – real ones and the financial planning version: ROTH IRAs. But I was…