In this edition of the Digest, we conduct a Wisdom of Crowds experiment, celebrate Elissa and Dave’s contribution to the Financial Planning Competency Handbook, share photos from our Virginia Retreat and Open House, highlight Elissa’s contribution to The Wall Street Journal, and get ready for…
On March 13th and the 14th, the entire Yeske Buie staff gathered in Fairfax, VA for one of our retreats. These are semi-annual gatherings on alternating coasts aimed at moving us closer to our Grand Goal of becoming the recognized best financial planning firm in…
In his 2004 book, The Wisdom of Crowds, James Surowiecki explored the many situations in which the collective wisdom of a group will surpass that of its smartest individual members. Surowiecki opens with an example reported by statistician and polymath Sir Francis Galton in 1906. Galton…
April is Financial Literacy Month and the 23rd is National Teach Children to Save Day, which is a great time to review the Money Savvy Pig and/or the Cash Cache with your children or grandchildren! Let Cristin (cristin@yebu.com) know if you don’t already have a…
The Wall Street Journal’s Caitlin Nish quotes Elissa on the topic of career path and developing young advisors. The training program at Yeske Buie Inc., an RIA with offices in Vienna, Va., and San Francisco, has a somewhat different long-term goal–succession planning. The firm, which…
Emma Fitzpatrick is truly impressive in this spoof of Anne Hathaway’s “I Dreamed a Dream” solo from Les Miserables. The video was produced by Alberto Belli, a grad student in USC’s School of Cinematic Arts. Belli created this impressive (and funny) video for a mere $100. Fitzpatrick, meanwhile, gives an Oscar-worthy…
In this edition of the Digest, we discuss the implications of record stock market highs, the symbology of the four-leaf clover, tax reminders, our Vienna Retreat/Open House, and the start of March Madness. Rocky Mountain High – Have Markets Entered Nosebleed Territory? The eponymous John…
The eponymous John Denver song of our title came to us today as we completed the final day of our semi-annual staff retreat, which was faciliated by our Rocky Mountain friend David Brand on the same day that the S&P 500 stock index attained a new…
Herein a few updates to yesterday’s Digest. Sequester Postscript After dominating the headlines in recent weeks and months, the sequester is here. President Obama signed the order last night to impose $85 billion in cuts to domestic and military programs after a last minute meeting with Congressional…