Author: Lauren Mireles

“You’re a Financial Planner… Now What?” is the title of a podcast series presented by the Financial Planning Association that features interviews with experts and young advisors alike who share their experiences, knowledge, and practical advice. One of Yeske Buie's newest partners, Yusuf Abugideiri, was...
Topics: Yeske Buie in the Media

As the final days of 2018 unfold, we can't help but to reflect on what an amazing year it has been. It has been a gift to continue to serve and build our relationships with each and every one of our Clients, to be a...
Topics: Fun Stuff

“You’re a Financial Planner… Now What?” is the title of a podcast series presented by the Financial Planning Association that features interviews with experts and young advisors alike who share their experiences, knowledge, and practical advice. Yeske Buie’s very own Lauren Stansell was invited to...
Topics: Yeske Buie in the Media

Last week, the Yeske Buie team had the privilege of spending an evening with some of the wonderful people in our Yeske Buie community. Our team and our guests spent the evening together at the historic University Club of San Francisco and engaged in insightful...
Topics: YeBu® News & Events

FinTech, or Financial Technology, refers to the innovative use of technology to streamline financial activities including lending, investing, making payments, and more, and it has revolutionized the way our society interacts with money. Even if you don’t care for all the fancy smart phone apps,...
Topics: Financial Planning, Yeske Buie Millennial

The Yeske Buie team recently traveled to beautiful Boulder, Colorado for our annual Staff Retreat. The purpose of our annual Retreats is to intentionally spend time discussing how we work with our Clients and with each other, to co-create practices and ensure alignment between our...
Topics: YeBu® News & Events

This year's results of the 2018 Trends in Investing Survey conducted by the Journal of Financial Planning and the FPA Research and Practice InstituteTM have been released and in many ways, last year's trends parallel this year's findings. Specifically, the use of Exchange Traded Funds...
Topics: Yeske Buie in the Media