Dave Yeske, CFP, Author at Yeske Buie

Staying Calm in Scary Times

Posted Mar. 16, 2020

We’re checking in with you because the week has opened with another scary drop in the markets. Our main message is a simple one: whatever happens to your investments in the short-run, it will be fine in the long-run. Here’s why. You’ve heard from us...

Topics: Economy and Investing, Financial Planning

Market Check In

Posted Feb. 27, 2020

You’ve no doubt noticed the downdraft in global stock markets this week, which are currently entering “correction” territory with a cumulative 10% decline. Although it’s never possible to precisely identify the causes of any given market decline, the current consensus is that investors are worried...

Topics: Economy and Investing

2019 Market and Portfolio Snapshot

Posted Jan. 06, 2020

While the calendar year is a somewhat arbitrary yardstick for measuring progress, we all naturally organize our thoughts this way. With this in mind, we use this space to share a quick snapshot of what happened in the markets and in our Client portfolios during...

Topics: Economy and Investing

Noisy Signals

Posted Aug. 15, 2019

The US economy has entered its 11th year of expansion, now the longest on record. This by itself isn’t significant, some expansion always has to be the longest, and being the longest doesn’t automatically mean imminent demise. Such a milestone does leave the commentariat looking...

Topics: Economy and Investing

Performance of the Premiums

Posted May. 16, 2019

There are many dimensions of risk and return in the stock market, the most notable three being the Market, Size, and Value factors (or premiums). Join us for a tour of 90 years of market history with a particular focus on implications for the future...

Topics: Economy and Investing, Financial Planning, Webinars and Videos

Distinguished Adjunct Professor

Posted Apr. 22, 2019

According to the Golden Gate University (GGU) faculty guide, an appointment as Distinguished Adjunct Professor is granted to those “individuals so accomplished that their association with GGU substantially enhances its standing as an institution of higher education, and/or individuals whose exemplary non-instructional service to GGU...

Topics: Blog

Dave’s Doctoral Research

Posted Apr. 22, 2019

Dave earned his Doctor of Business Administration (DBA) degree from Golden Gate University’s Ageno School of Business in 2010. His research focused on developing and testing a model to explain the strategy-making process in financial planning. His Financial Planning Strategy ModesSM (FPSM) Model can be...

Topics: Blog

Weekend Chart Challenge – Revisited

Posted Apr. 04, 2019

Back in August of 2015 markets around the world had gotten choppy after a period of extended calm and some were asking what was up and what was next. We offered the Weekend Chart Challenge as a way to put it all in perspective. Late...

Topics: Economy and Investing

Quick Take: Market Perspective in Two Charts

Posted Jan. 07, 2019

The stock market has become much more volatile in recent weeks and months and we thought we’d offer a brief perspective. First, we know you’ve seen the headlines that market performance last year was the worst in a decade, based on the S&P 500. That...

Topics: Economy and Investing

What the Stock and Bond Markets are Telling Us

Posted Oct. 18, 2018

OK, let’s be honest, we never really know what the stock and bond markets are telling us in real time. It is only after the fact, with the benefit of hindsight, that we know what the signal meant. The economy and the financial markets are...

Topics: Economy and Investing

Author: Dave Yeske, CFP

Staying Calm in Scary Times

Market Check In

2019 Market and Portfolio Snapshot

Noisy Signals

Performance of the Premiums

Distinguished Adjunct Professor

Dave’s Doctoral Research

Weekend Chart Challenge – Revisited

Quick Take: Market Perspective in Two Charts

What the Stock and Bond Markets are Telling Us

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