Financial Planning

QUALIFIED CHARITABLE DISTRIBUTIONS – A Powerful Way to Give

Posted Sep. 21, 2020

Each year, many of our Clients share their charitable intentions with us and we work to ensure they’re able to express those intentions in such a way that they and the charity receive the maximum benefit. Examples of strategies we regularly employ include using Donor...

Topics: Financial Planning

The Gift of Pro Bono Financial Planning

Posted Sep. 17, 2020

Words cannot describe how grateful we feel to have such meaningful relationships with you, our Clients, and to be in this profession. We receive so much fulfillment from being a part of your journeys, and to have the opportunity to impact lives with the magic...

Topics: Financial Planning, Give Big

Make Your Opposite Your Complement

Posted Sep. 17, 2020

Introverts and extroverts. Alphas and betas. Early birds and night owls. Spenders and savers. Whether or not you believe in the idea that opposites attract, it’s not uncommon to find yourself in a committed relationship with a partner who holds different beliefs than your own...

Topics: Financial Planning

Identify, Implement, and Achieve

Posted Sep. 03, 2020

At Yeske Buie, we take pride in our ability to help our Clients pursue their Live Big goals, and whether that be through accomplishing personal or financial goals, we are here to help. In this piece, we share tips for identifying, implementing, and achieving goals...

Topics: Financial Planning

TEAM: Together Everyone Achieves More

Posted Aug. 20, 2020

From a young age, we learn about the importance of collaboration and how we can work better together. We think the same is true of our role in your life! We believe financial planning done right spans all aspects of life and requires close collaboration...

Topics: Financial Planning

What’s in Your Credit Score?

Posted Aug. 06, 2020

645, 825, 525, 750. No, these are not picks for the upcoming lottery… they’re credit scores. While it may be more fun to daydream about winning the lottery than increasing your credit score, it’s important to understand how your credit score affects your financial life...

Topics: Financial Planning

Don’t Let Mayhem Get the Best of You

Posted Jul. 17, 2020

If you’re a member of Gen Z or the Millennial generation, or if you care about someone in these generations, we want to talk to you about why young people need liability insurance. There are three simple principles to consider: - If you are a...

Topics: Financial Planning, Yeske Buie Millennial

Short Take: What Goes Around, Comes Around

Posted Jul. 09, 2020

While short-term trends in the financial markets, by themselves, don’t provide a clear view of what’s coming, they can be a reminder of the virtues of broad diversification. As you can see from the chart below, small company, value, and international stock categories have mostly...

Topics: Economy and Investing, Financial Planning

Charitable Giving REDEFINED

Posted Jun. 11, 2020

For many, the shared challenges we’ve faced over the past few years has brought charitable giving to the forefront of their minds. Each year, we work with Clients to make charitable gifts through several traditional methods – Qualified Charitable Distributions from IRAs, donating appreciated shares...

Topics: Financial Planning

Undervalued Stocks Soared, but Not Because They’re Undervalued

Posted Jun. 10, 2020

This WSJ article, which discusses the recent surge in value stocks, caused us to run the position performance report on our clients’ holdings since May 15. We find it notable that over the past month, value stocks, both foreign and domestic, along with small and...

Topics: Economy and Investing, Financial Planning

About

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.

Financial Planning

QUALIFIED CHARITABLE DISTRIBUTIONS – A Powerful Way to Give

The Gift of Pro Bono Financial Planning

Make Your Opposite Your Complement

Identify, Implement, and Achieve

TEAM: Together Everyone Achieves More

What’s in Your Credit Score?

Don’t Let Mayhem Get the Best of You

Short Take: What Goes Around, Comes Around

Charitable Giving REDEFINED

Undervalued Stocks Soared, but Not Because They’re Undervalued

Contact Info

Washington, D.C. Metro Area

San Francisco Bay Area

Learn More

About