Webinars and Videos

From the White House to Your Wallet

Posted Apr. 23, 2025

The first 100 days of the Trump administration have been more tumultuous than almost any we've seen in a century. In this recorded presentation, our team shares thoughts on recent events in markets, the economy, and, more importantly, how the financial planning process builds resilience...

Topics: Webinars and Videos

Drive into 2025 – Navigating the Road Ahead

Posted Jan. 30, 2025

We kicked off the new year with a live webinar led by our Chief Investment Officer Yusuf Abugideiri, our Managing Director, Dr. Dave Yeske, and our Chief Planning Officer, Lauren Stansell, where we discussed our reflections on markets and the economy for the year just...

Topics: Webinars and Videos

Election Impacts and Your Financial Future

Posted Nov. 15, 2024

The nation has come together to select our next President and, as is the case for any major momentous transition, many investors are wondering what the impact will be on taxes, interest rates, inflation, markets and the economy, and more. Our Chief Investment Office, Yusuf...

Topics: Economy and Investing, Webinars and Videos

Avoiding Medicare Mistakes in Retirement

Posted Sep. 20, 2024

We understand that navigating Medicare can be a daunting process - it's why we like to start the Medicare enrollment conversation at least six months before you become eligible! No matter where you find yourself in your Medicare exploration journey, it's never too early –...

Topics: Financial Planning, Webinars and Videos

Long-Term Climate vs. Daily Market Weather

Posted Aug. 01, 2024

The Yeske Buie investment philosophy is predicated on certain fundamental worldviews, and we believe that, like the weather, the economy and markets are too complex and chaotic for short-term prediction. But that doesn’t mean there aren’t deep regularities that can be harnessed when investing in...

Topics: Dimensional Fund Advisors, Economy and Investing, Webinars and Videos

Election Season: Does the Market Care Who’s President?

Posted May. 22, 2024

It’s an election year, and as time ticks away to November 5, we’re confident that election season, the results, and the impacts on your portfolio are likely on your mind in some capacity. As such, our CIO and Managing Director went live to share our...

Topics: Economy and Investing, Webinars and Videos

Soundbite: Value Beyond Numbers

Posted May. 09, 2024

We’ve said it before (like in the posts below), but we think it can’t be said enough: financial planning is so much more than numbers. Financial planning done right is about building deep relationships with our Clients, constantly learning who and what matters most, and...

Topics: Webinars and Videos

What’s in Store for 2024?

Posted Feb. 15, 2024

Our resident economists, Dr. Dave Yeske and Yusuf Abugideiri, share a review of market performance in 2023 and their thoughts on what's in store for markets and the economy in 2024. They cover topics including the breakout of the Magnificent 7, the upcoming Presidential election,...

Topics: Economy and Investing, Webinars and Videos

Spirited Investments: A Halloween Market Review

Posted Nov. 01, 2023

On Halloween Day 2023, our resident economists, Dr. Dave Yeske and Yusuf Abugideiri, presented a Halloween market review during which they discussed the following... Performance of the Yeske Buie portfolio, Contextualizing US stocks' performance, Thoughts on the conflict in the Middle East, GDP, and AI,...

Topics: Economy and Investing, Webinars and Videos

Interest Rates, Inflation, and Banks – What Now?

Posted Apr. 24, 2023

The first quarter of 2023 is in the books, and it was an eventful time for markets and the economy (to say the least). Investors were challenged to remain resilient despite the bank scare, continued inflation pains, and overall uncertainty. Where does that leave us...

Topics: Economy and Investing, Webinars and Videos

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.

Webinars and Videos

From the White House to Your Wallet

Drive into 2025 – Navigating the Road Ahead

Election Impacts and Your Financial Future

Avoiding Medicare Mistakes in Retirement

Long-Term Climate vs. Daily Market Weather

Election Season: Does the Market Care Who’s President?

Soundbite: Value Beyond Numbers

What’s in Store for 2024?

Spirited Investments: A Halloween Market Review

Interest Rates, Inflation, and Banks – What Now?

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San Francisco Bay Area

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