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…
SAN FRANCISCO, CA, JUNE 13, 2013 – The campaign to support the delivery of financial planning to the underserved was organized by the northern California chapters of the Financial Planning Association® (FPA®) along with TD Ameritrade on behalf of the Foundation for Financial Planning. This achievement took…
A recent article in the Wall Street Journal profiled three adviser couples who work together. Elissa and Dave were one of those couples. Here is what Caitlin Nish had to say in her article, “Adviser Couples Who Live, Work Together”. Dave Yeske and Elissa Buie Yeske…
In the May 2013 issue of Investment Advisor Magazine, columnist Bob Clark asks the question: Do we really need another book about financial planning? Bob is asking the question in response to the release of the CFP Board’s Financial Planning Competency Handbook, published by John…
GGU: The Magazine of Golden Gate University just published their Spring issue with the cover story “The Power Couple”, which highlights Dave and Elissa and their team approach to teaching and living. The article takes you on a journey starting with how Dave and Elissa…