YeskeBuie in the Media

FPA and Journal of Financial Planning Announce Dr. Dave Yeske, CFP to Become New Practitioner Editor

Posted Apr. 15, 2015

DENVER - The Financial Planning Association® (FPA®) announced today that noted financial planner Dr. Dave Yeske, CFP®, will become Practitioner Editor of the award-winning, peer-reviewed Journal of Financial Planning effective June 1, 2015. The Journal of Financial Planning is published monthly and its content is focused...

Topics: YeskeBuie in the Media

Dave on CNBC: Small Biz Owners Ignoring Succession Advice

Posted Apr. 13, 2015

Writing on the results of a joint survey by the Financial Planning Association (FPA) and CNBC , Lori Ioannou (@LoriIoannou1) reports that 78 percent of small business owners plan to/need to sell their business in order to fund anywhere from 60 to 100% of their retirement….

Topics: Financial Planning, YeskeBuie in the Media

Fiduciary Focus: Putting Clients First

Posted Mar. 10, 2015

President Obama has instructed the Department of Labor, which oversees company-sponsored retirement plans, to develop a new set of rules requiring those who advise plan participants to act as fiduciaries. Anyone acting as a fiduciary is required to put clients' interests first. The brokerage world...

Topics: Economy and Investing, Financial Planning, YeskeBuie in the Media

Elissa Buie on Financial Times Top 100 Women Financial Advisers List

Posted Nov. 20, 2014

Financial Times, the venerable 126 year old London based newspaper, has named Elissa Buie to its inaugural FT Top 100 Women Financial Advisers list for 2014. In compiling the list, FT set out to identify the 100 best women financial advisers in the U.S. The...

Topics: YeskeBuie in the Media

How to Hire the Next Generation

Posted Nov. 03, 2014

The November issue of Financial Planning Magazine sports the smiling face of our very own Yusuf Abugideiri under the heading, How to Hire the Next Generation. Elissa is quoted extensively in the accompanying article, beginning with a discussion of how Yeske Buie has helped support…

Topics: Articles of Interest, YeskeBuie in the Media

Elissa Buie Appears on Washingtonian Magazine’s List of Top Money Advisors for the Fifth Time

Posted Oct. 24, 2014

Elissa Buie, CFP®, co-founder and CEO of Yeske Buie, has been named to Washingtonian Magazine’s list of the Top Money Advisers in the DC metro area for 2014. Ms. Buie has appeared on all four of Washingtonian’s previous lists of top financial planners. The magazine developed...

Topics: YeskeBuie in the Media

NYTimes: Market Turbulence Serves as Reminder to Tread Lightly

Posted Oct. 16, 2014

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…

Topics: YeskeBuie in the Media

Dave’s article on CNBC Digital: “Invest the Time to Find the Best Financial Advisor for You”

Posted Oct. 09, 2014

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…

Topics: YeskeBuie in the Media

Retirement Special: Planning for the New Old

Posted Sep. 11, 2014

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…

Topics: YeskeBuie in the Media

Policy-Based Financial Planning

Posted Aug. 28, 2014

Policy-based financial planning is a technique that Elissa and Dave have been developing since their first article on the topic appeared in The Journal of Financial Planning in 2006. The approach has received a lot of attention in the press lately, in no small part because of a book called Investor Behavior: The Psychology of Financial...

Topics: Financial Planning, Policy-Based Financial Planning, YeskeBuie in the Media

About

At YeskeBuie, our greatest strength is our dedicated team of advisors and support staff, led by our C3Os and Founding Partners, who are deeply dedicated to serving Clients The YeskeBuie Way and between them have over 100 years of combined experience.

YeskeBuie in the Media

FPA and Journal of Financial Planning Announce Dr. Dave Yeske, CFP to Become New Practitioner Editor

Dave on CNBC: Small Biz Owners Ignoring Succession Advice

Fiduciary Focus: Putting Clients First

Elissa Buie on Financial Times Top 100 Women Financial Advisers List

How to Hire the Next Generation

Elissa Buie Appears on Washingtonian Magazine’s List of Top Money Advisors for the Fifth Time

NYTimes: Market Turbulence Serves as Reminder to Tread Lightly

Dave’s article on CNBC Digital: “Invest the Time to Find the Best Financial Advisor for You”

Retirement Special: Planning for the New Old

Policy-Based Financial Planning

Contact Info

Washington, D.C. Metro Area

San Francisco Bay Area

Learn More

About