Author: Lauren Mireles

The Yeske Buie story is all about relationships. In fact, even Yeske Buie’s origin story is built on relationships – our Founders were life partners before they became business partners! While some have suggested that the 2008 merger was inevitable following their 2006 marriage, Elissa...
Topics: Firm News & Events

Compliance rules. They’re not the most romantic subject, but that doesn’t diminish their importance. Yeske Buie is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”), and we take our role of maintaining compliance with the SEC’s regulations very seriously. Why? Obviously...
Topics: Firm News & Events

A few years ago, we wrote about the rise of imposter scams reported by the Federal Trade Commission. Revisiting this piece a few years later, we’re struck by two things: many of the best practices on information security remain true, but the nature of the...
Topics: Cybersecurity

We’ve said it before, and we’ll say it again. Financial planning is MAGIC. Financial planning, real financial planning, transforms lives. And a recent New York Times story by Rob Lieber beautifully articulates this belief. In his piece titled “Dad, a Death Sentence, and the Planner...
Topics: Financial Planning

A core value at Yeske Buie, our team believes in giving our time and talent to our Clients, our local communities, and the Financial Planning profession, in part as an appreciation for all we've received individually and as a company. While we are intentional about...
Topics: Give Big