Articles of Interest

Elissa and Dave were featured in InvestmentNews' 15th anniversary edition special feature of the top 15 transformational advisers.  The feature, written by Andrew Osterland, highlights Elissa and Dave's relationship and their extensive contributions to the financial planning profession, focusing especially on their work in the areas of "policy-based...
Topics: Articles of Interest, Policy-Based Financial Planning, YeskeBuie in the Media

In his 2004 book, The Wisdom of Crowds, James Surowiecki explored the many situations in which the collective wisdom of a group will surpass that of its smartest individual members. Surowiecki opens with an example reported by statistician and polymath Sir Francis Galton in 1906. Galton…

Topics: Articles of Interest

People all across the nation will be participating in the 2013 National Day of Service tomorrow, Jan. 19th, in honor of Dr. Martin Luther King Jr. Dr. King once said, “Life’s most persistent and urgent question is: ‘What are you doing for others?’” Each year,…

Topics: Articles of Interest

Since we’re spending so much time talking about “cliffs”, we thought we’d introduce you to our friend Carolyn McClanahan, MD/CFP, physician and financial planner. Carolyn, who writes for Forbes, has made herself an expert on all aspects of the Affordable Care Act and shares her…

Topics: Articles of Interest, Financial Planning