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…
PR Newswire Press Release SAN FRANCISCO, CA, APRIL 1, 2013 John Wiley & Sons has just published the first-of-its-kind Financial Planning Competency Handbook. Elissa Buie, CFP® and Dr. Dave Yeske, CFP® of Yeske Buie contributed 30 chapters to the Handbook as members of a select team…
The Wall Street Journal’s Caitlin Nish quotes Elissa on the topic of career path and developing young advisors. The training program at Yeske Buie Inc., an RIA with offices in Vienna, Va., and San Francisco, has a somewhat different long-term goal–succession planning. The firm, which…
We just came across a Journal of Financial Planning article written by Bonnie Hughes and it contained extended quotes from Elissa and Dave in response to the question: What do you think is the right thing to be doing for your practice and your clients?…
Bob Powell of The Wall Street Journal’s MarketWatch, noting that some people are getting nervous now that the S&P 500 has hit a four-year high, offers eight strategies for protecting your portfolio. His article opens with Dave’s critique of portfolio insurance: To be fair, however,…
Recently, Dave was featured on the local CBS news during a segment for ConsumerWatch regarding Social Security (“ConsumerWatch: When It Comes to Social Security, Expect Less”).. The feature was based on an Associated Press piece pointing out that for the first time ever retiring Americans…