TheLiveBigWay® Digest

Posted Oct. 12, 2023
A Concise History of the Financial Planning Profession This year, the financial planning profession is celebrating the 50th anniversary of the CFP® marks. This profession - its size, its standards, and its reputation - has evolved significantly over the years, and many CFP® Professionals, including...
Topics: TheLiveBigWay® Digest

Posted Sep. 14, 2023
Finfluencers: Friend or Foe? From viral dance challenges to clever life hacks, social media has such a strong influence in our lives that younger generations are relying heavily on social media trends not just for entertainment and relationships, but also for financial advice. We recently...
Topics: TheLiveBigWay® Digest

Posted Aug. 31, 2023
The Financial Aftermath of a Natural Disaster In the wake of the Hawaiian wildfires, Hurricane Idalia, and other recent natural disasters, we felt it timely to share a few of our disaster preparedness resources. We believe these resources are helpful for those directly impacted by...
Topics: TheLiveBigWay® Digest

Posted Aug. 17, 2023
Student (Loan) Saga - Status It's back-to-school season and while we're wishing current students a smooth start to the new school year, we're also thinking about student loan borrowers who, after a three year payment pause, will be expected to resume their loan payments starting...
Topics: TheLiveBigWay® Digest

Posted Jul. 06, 2023
Digesting Your Monthly Portfolio Reports 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...
Topics: TheLiveBigWay® Digest
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Washington, D.C. Metro Area
301 Maple Avenue West, Suite 600
Vienna, VA 22180
San Francisco Bay Area
220 Montgomery Street, Suite 900
San Francisco, CA 94104

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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.
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