Author: Lauren Mireles

On Saturday, June 5th, Cristin Etheredge, Operations Manager in our Virginia office, and her fiancé Doug became husband and wife in a beautiful and intimate wedding at the Tudor Gardens in Washington, D.C! The ceremony included a touching send off from Cristin’s mother and sister,...
Topics: Firm News & Events

Our strategic partners at Dimensional are celebrating their 40th anniversary as a firm, and Founder, David Booth, used the milestone as an opportunity to reflect on the lessons he’s learned from his decades in finance. We find that Booth’s reflections and beliefs align very closely...
Topics: Dimensional Fund Advisors, Economy and Investing

The Yeske Buie story is all about relationships. In fact, even Yeske Buie’s origin story is built on relationships – our Founders were life partners before they became business partners! While some have suggested that the 2008 merger was inevitable following their 2006 marriage, Elissa...
Topics: Firm News & Events

Yeske Buie is seeking to fill two open positions in our San Francisco office. Details for each of the positions can be found below. Applications should be submitted to Jobs@YeBu.com by Sunday, May 16, 2021. Please don't hesitate to connect with us if you have...
Topics: Firm News & Events

Compliance rules. They’re not the most romantic subject, but that doesn’t diminish their importance. Yeske Buie is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”), and we take our role of maintaining compliance with the SEC’s regulations very seriously. Why? Obviously...
Topics: Firm News & Events

A few years ago, we wrote about the rise of imposter scams reported by the Federal Trade Commission. Revisiting this piece a few years later, we’re struck by two things: many of the best practices on information security remain true, but the nature of the...
Topics: Cybersecurity

We’ve said it before, and we’ll say it again. Financial planning is MAGIC. Financial planning, real financial planning, transforms lives. And a recent New York Times story by Rob Lieber beautifully articulates this belief. In his piece titled “Dad, a Death Sentence, and the Planner...
Topics: Financial Planning