Author: Lauren Mireles

According to the third-quarter results of a recent CNBC survey, taxes are currently at the top of the list of critical issues for small businesses. This finding does not come as a surprise, especially considering the current Administration’s proposed tax reform changes. In a recent…

Topics: YeskeBuie in the Media

At Yeske Buie, we believe learning fuels potential. Embodying this company value, the Yeske Buie Financial Planning Team took full advantage of the opportunity to learn from some of the brightest minds in the profession at the Financial Planning Association’s recent Annual Conference in Nashville,…

Topics: Financial Planning

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, YeskeBuie 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, YeskeBuie 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