Dave Yeske, CFP, Author at YeskeBuie

The Gift of Trust

Posted Dec. 18, 2025

Transitions are always an opportunity for reflection and few transitions are bigger than the one into retirement. I know this not just from my personal, subjective experience of the moment, but from more than 35 years of helping others prepare for and navigate that transition....

Topics: YeBu® News & Events

Soundbite: Resilience

Posted May. 05, 2022

With markets roiled by fears of inflation, rising interest rates, and all the unknowns of the ongoing war in Ukraine, we thought we’d share a brief perspective on what it all means and the most productive lens through which to view it. SLIDES: Resilience

Topics: Webinars and Videos

Soundbite: How Rising Interest Rates Impact the Stock Market

Posted Feb. 17, 2022

We all know that we’ve seen a big spike in inflation in the last six to eight months, and the one thing we can be sure of is that interest rates, as a consequence of this inflation, are going to start to rise. What does...

Topics: Webinars and Videos

Short Take: Will we bump our heads on the debt ceiling?

Posted Sep. 10, 2021

Treasury Secretary Janet Yellen warned that the U.S. could be forced to default on its obligations sometime in October if Congress fails to raise the debt ceiling. While this is a matter of grave concern, we’ve been here before and survived. As we dig deeper,...

Topics: Economy and Investing

The Great Reboot: A Market Story in Two Charts

Posted Mar. 04, 2021

The impact of the global Pandemic was dramatic in terms of immediate job losses, the collapse of entire industries, and a dramatic fall in stock prices. The first chart below illustrates both the dramatic fall and equally – and to some degree surprisingly – dramatic...

Topics: Economy and Investing

New Year Quick Take

Posted Jan. 06, 2021

Greetings and Welcome to 2021! Other than for certain tax purposes, December 31 is usually an artificial dividing line in our lives, though one that always looms large in the imagination. The reality is that Covid-19 was ravaging the nation pretty much the same on...

Topics: Economy and Investing

Predicting is DIFFICULT, Especially About the Future

Posted Oct. 15, 2020

While the humorous aphorism of this post’s title evokes our long-standing aversion to short-term prediction, we nonetheless hold strong, evidence-based beliefs about the future. Among those beliefs are a conviction that fundamental valuation ultimately matters in the stock market. Which is to say, how much...

Topics: Economy and Investing

Short Take: What Goes Around, Comes Around

Posted Jul. 09, 2020

While short-term trends in the financial markets, by themselves, don’t provide a clear view of what’s coming, they can be a reminder of the virtues of broad diversification. As you can see from the chart below, small company, value, and international stock categories have mostly...

Topics: Economy and Investing, Financial Planning

Undervalued Stocks Soared, but Not Because They’re Undervalued

Posted Jun. 10, 2020

This WSJ article, which discusses the recent surge in value stocks, caused us to run the position performance report on our clients’ holdings since May 15. We find it notable that over the past month, value stocks, both foreign and domestic, along with small and...

Topics: Economy and Investing, Financial Planning

The Pandemic is not like the Great Depression

Posted May. 12, 2020

The latest unemployment numbers in the U.S. have been universally touted as the “worst since the Great Depression,” a comparison that, while accurate, can be tremendously misleading. Speaking to the Wall Street Journal, former Federal Reserve Chair Ben Bernanke said, “I don’t find comparing the...

Topics: Economy and Investing

Author: Dave Yeske, CFP

The Gift of Trust

Soundbite: Resilience

Soundbite: How Rising Interest Rates Impact the Stock Market

Short Take: Will we bump our heads on the debt ceiling?

The Great Reboot: A Market Story in Two Charts

New Year Quick Take

Predicting is DIFFICULT, Especially About the Future

Short Take: What Goes Around, Comes Around

Undervalued Stocks Soared, but Not Because They’re Undervalued

The Pandemic is not like the Great Depression

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