Yeske Buie in the Media

Next-Gen Excellence: Lauren Stansell Named by Forbes

Posted Aug. 13, 2024

It is with great pride and honor that we share that Lauren Stansell, CFP® has been named to Forbes’ Top Next-Gen Wealth Advisors Best-in-State list. Forbes and Shook Research boast that these advisors “represent the true role models of the industry,” and, based on their...

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The Markets Don’t Care Who’s President

Posted Jun. 06, 2024

As the clock ticks down to Election Day 2024, our thoughts on the impact of the election on markets and the economy are getting some media attention. Financial Advisor Magazine writer, Jacqueline Sergeant, attended our recent live webinar, Election Season: Does the Market Care Who’s...

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Yusuf Abugideiri Recognized by Washingtonian Magazine – Again

Posted Jan. 04, 2024

Yeske Buie's Chief Investments Officer, Yusuf Abugideiri, has been named to Washingtonian Magazine's prestigious list of top financial professionals. The list is meant to "serve as a guide for the area's top financial advisers" including financial planners, accountants, insurance agents, estate attorneys, and more. Washingtonian...

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Doing the Right Things

Posted Jun. 22, 2023

We believe one of the most important parts of our relationship building process is discovery, a time when we get to know all about you. We recognize that asking you to share some of the deepest aspects of your personal life requires a significant level of...

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Navigating Meaningful Financial Change

Posted Jun. 08, 2023

Just as we appreciate the opportunity to learn from others, we also appreciate the opportunity to share our expertise with others to contribute to the community of trusted knowledge we all depend on. In this vein, Dr. Dave Yeske recently spoke with Shaun Maslyk, creator...

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Lauren Stansell Featured on NextGen Planners Podcast

Posted Mar. 30, 2023

We have exciting news! One of our Partners, Lauren Stansell, has been featured on the NextGen Planners podcast. In this episode, Lauren shares about the power of discovery meetings and how she helps her clients pursue their Live Big lives. We at Yeske Buie know...

Topics: Webinars and Videos, Yeske Buie in the Media

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Lauren Stansell Named to Forbes’ National List

Posted Mar. 02, 2023

Yeske Buie is proud to share that Lauren Stansell, CFP® has been named to Forbes’ Top Women Wealth Advisors Best-in-State list. She’s the first among the Yeske Buie team to achieve this national honor, ranking 41st among over 70 financial advisors recognized in California. This...

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Top Wealth Adviser Hall of Fame

Posted Feb. 16, 2023

For nearly 15 years, Washingtonian Magazine has published a list of Top Financial Advisors in the DC metro area. The list serves as a resource of highly revered financial planners, tax accountants, insurance professionals, and estate attorneys who are recommended by their peers as people...

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Psychology of Financial Planning

Posted Jul. 21, 2022

Our very own Dave Yeske recently joined the Gaining Perspective podcast, hosted by Advisor Perspectives, with another esteemed financial planner, Rick Kahler, to discuss the CFP Board’s new book: The Psychology of Financial Planning. This book incorporates new thoughts and materials such as the interpersonal...

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Credit Card Confidence

Posted Mar. 17, 2022

According to WalletHub, there are more than 1,500 different credit cards available to consumers. The freedom of choice can be empowering, but with so many options to choose from, how do you know which one is best for you?! WalletHub has an interactive credit card...

Topics: Yeske Buie in the Media, Yeske Buie Millennial

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.

Yeske Buie in the Media

Next-Gen Excellence: Lauren Stansell Named by Forbes

The Markets Don’t Care Who’s President

Yusuf Abugideiri Recognized by Washingtonian Magazine – Again

Doing the Right Things

Navigating Meaningful Financial Change

Lauren Stansell Featured on NextGen Planners Podcast

Lauren Stansell Named to Forbes’ National List

Top Wealth Adviser Hall of Fame

Psychology of Financial Planning

Credit Card Confidence

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