Author: Lauren Mireles

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

Posted May. 03, 2018
CNBC recently shared an article questioning Americans’ relationship with bond funds which they claim to be “America’s favorite investment.” The article argues that while bond funds have been growing in popularity due to their simple, cheap, and diversified nature, the projected increase in interest rates...
Topics: YeskeBuie in the Media

Posted Mar. 21, 2018
AdvisoryHQ recognized Yeske Buie as one of the Top 11 Financial Advisors in the SF Bay Area for the third straight year (see 2016 and 2017 rankings). The financial review and media company compiled the listing based on their 4-step objective methodology which focuses on...
Topics: YeskeBuie in the Media

Posted Nov. 29, 2017

Since 2014, the Yeske Buie team has been personally using and recommending IdentityForce for their identity theft protection services. IdentityForce is a leading provider of proactive identity, privacy, and credit protection with over 35 years of experience. With an IdentityForce account, you receive constant identity…

Topics: Cybersecurity

Posted Nov. 15, 2017

Over the years, we’ve compiled several creative and dynamic lists of ways individuals can have rich, Live Big experiences without spending a lot of money. Many of the ideas on these lists – like the Live Big List and the Live Big Chronicles – come…

Topics: Fun Stuff
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At YeskeBuie, our greatest strength is our dedicated team of advisors and support staff, led by our C3Os and Founding Partners, who are deeply dedicated to serving Clients The YeskeBuie Way and between them have over 100 years of combined experience.
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