Author: Lauren Mireles

The Financial Planning Association® (FPA®) and the Journal of Financial Planning recently released the results of their annual “Trends in Investing Survey”. The survey includes responses from over 300 advisors of various backgrounds and shows advisor data on investments used, diversification, asset allocation, rebalancing and...
Topics: Economy and Investing, Yeske Buie in the Media

There is no one-size-fits-all definition for the term “financial independence”. In fact, you won’t even find the term in the Merriam-Webster Dictionary. This ambiguity allows for individuals to define the term for themselves. Some may associate financial independence with goals like being on track for...
Topics: Financial Planning, Yeske Buie Millennial

Earlier this month, Elissa was honored with the Lifetime Achievement Award from the Financial Planning Association’s National Capital Area chapter. The award recognizes an individual who was nominated by the local FPA community for their outstanding contributions to the profession. After the nominations were received,...
Topics: YeBu® News & Events

Researchers are continually looking for ways to prove whether or not money can buy happiness. We recently came across an article by Kira M. Newman that argues that it is possible for money to bring you happiness and reflects our belief that “It’s about the...
Topics: Fun Stuff, Yeske Buie Millennial