Author: Sydney Woodward, CFP

Posted Jan. 15, 2026
If you’ve been a Client of ours for a while, or if you’ve met with us to learn more about who we are and what we do, you most likely have heard one of our financial planners say “we want to be your first call.”...
Topics: Financial Planning

Posted Aug. 28, 2025
Money isn’t just about numbers in a bank account – it’s deeply emotional, personal, and our relationship with it is often shaped long before we earn our first paycheck. The way we handle money often comes from deeper, subconscious beliefs referred to as Money Scripts®,...
Topics: Financial Planning

Posted Mar. 31, 2025
A few months ago, we wrote an article titled Navigating California’s Insurance Market Crisis where we reviewed the current status of the insurance market, discussed the present risks facing insurance companies, and dove into the impact those risks may have on California residents. Since this...
Topics: Financial Planning

Posted Jan. 13, 2025
As we approach the transition to new leadership on Inauguration Day, we felt it timely to reflect on the wisdom and inspiration of some of our former Presidents. Their leadership not only offers lessons on resilience and vision, but we also found some insights and...
Topics: Financial Planning

Posted Sep. 05, 2024
California's insurance market is facing a crisis, driven by rising wildfire risks and increased costs to rebuild after disaster. Many homeowners are seeing their policies non-renewed, leading to limited and costly insurance options. In this piece, we explore the root causes of the crisis, from...
Topics: Financial Planning

Posted Jan. 18, 2024
Financial planning is a valuable process for anyone, and becomes even more critical for those supporting loved ones with disabilities. This kind of planning requires accounting for the resources needed to support the loved one in childhood and potentially into adulthood, and becomes even more...
Topics: Financial Planning

Posted Jul. 06, 2023
During the first few business days of every month, we post performance reports for all Yeske Buie Client accounts to our Client Private Pages. While we don’t recommend obsessing over investment performance, it’s important to us that the information available on the Client Private Pages...
Topics: Financial Planning

Posted Mar. 16, 2023
Using savings tools like Traditional and Roth IRAs can be a great way to put money away towards your future retirement, and deciding which tool to use is an important decision as there are a number of tax related implications to keep in mind. We...
Topics: Financial Planning
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