Author: Lauren Mireles

Posted Oct. 31, 2018
“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: YeskeBuie in the Media

Posted Sep. 20, 2018
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

Posted Sep. 06, 2018
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, YeskeBuie Millennial

Posted Jul. 26, 2018
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

Posted Jun. 14, 2018
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: YeskeBuie in the Media

Posted May. 30, 2018
Someone recently shared with us an article from The Washington Post called “Let’s Talk about the Big Book” that details all of life’s important documents that should be kept in one central location, like a three-ring binder or a virtual vault in the cloud, for...
Topics: Articles of Interest

Posted May. 17, 2018
Earlier this week, the Yeske Buie team had the pleasure of hosting our Clients, Centers of Influence, and Friends to an event in Tysons, Virginia. The event included insightful conversations, tasty appetizers, a message of appreciation from Elissa and Dave, and a lot of laughs....
Topics: YeBu® News & Events

Posted May. 03, 2018
Discussions about diversity and inclusion in the workplace are becoming more and more common and two of Yeske Buie’s own – Elissa Buie and Lauren Stansell – are leading by example to support women in financial planning. Both women recently participated in panel discussions at...
Topics: YeskeBuie in the Media
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