Author: Lauren Mireles

Posted Jul. 22, 2021
We’ve used this space before to bring your awareness to phishing and smishing campaigns that can expose your personal information, and today we’re writing to share about vishing campaigns. Vishing, or voice phishing, refers to scams conducted via phone, and we’ve recently learned of a...
Topics: Cybersecurity

Posted Jul. 22, 2021
We are so proud to share that Ryan Kelly has passed the CFP® Exam! After logging more than 250 hours of study time over the past three months, Ryan learned more than just financial concepts. He also learned more about himself and gained a deeper...
Topics: YeBu® News & Events

Posted May. 26, 2021
Our strategic partners at Dimensional are celebrating their 40th anniversary as a firm, and Founder, David Booth, used the milestone as an opportunity to reflect on the lessons he’s learned from his decades in finance. We find that Booth’s reflections and beliefs align very closely...
Topics: Dimensional Fund Advisors, Economy and Investing

Posted May. 11, 2021
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: YeBu® News & Events

Posted Mar. 31, 2021
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: YeBu® News & Events

Posted Mar. 31, 2021
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

Posted Mar. 04, 2021
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
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At Yeske Buie, our purpose is to empower people to pursue their Live Big® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.
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