Tara Siegel Bernard ends her New York Times article with a reference to the Yeske Buie approach to weathering choppy markets: Still unsure what to do? David Yeske, a financial planner in San Francisco, recently sent out a calming note to his clients explaining that…
Dave’s article on how to choose the best financial advisor was published on CNBC Digital on October 1, 2014. Proper financial planning has the power to transform your life by reducing worry and establishing a workable path to your goals and dreams, but you need…
Samantha Allen recently wrote an article with financial-planning.com that focused on the key questions and assumptions to consider when planning for retirement. She enlisted Dave’s advice among the group of planners featured in the article. Dave’s contributions are featured below or you can read the article…
On Tuesday, August 19, Dave Yeske was featured on CNBC’s Power Lunch to discuss what small business owners need to do to prepare for retirement. The discussion stemmed from a recent survey conducted by the Financial Planning Association (FPA) and CNBC. Lori Ioannou, senior editor, summarized…
Consumer Reports addresses the hazards of being over-diversification in your portfolio (Are Your Investments Too Diversified?) in an online article that originally appeared in the June issue of Consumer Reports Money Advisor. They quote Dave on the dangers of loading up on the winners of the…
Dave was recently quoted in the Chicago Tribune, where writer Janet Kidd Stewart tells readers how ‘Getting personal with your financial expert can pay off.’ Stewart suggests that clients get more for their money if their financial adviser has conversations with them and plans for…
Why do investors behave as they do? That is the question posed and answered by the book “Investor Behavior: The Psychology of Financial Planning and Investing,” edited by H. Kent Baker and Victor Ricciardi and published by Wiley Finance. This 30-chapter book (available from Amazon)…
When it comes to assessing where to put money to work in 2014, Andrew Osterland of CNBC reports that advisors are largely in agreement: tilt towards stocks. Of the 1,449 CERTIFIED FINANCIAL PLANNERTM professionals surveyed by CNBC/Financial Planning Association, 87% were bullish on stocks, particularly when…
