In answering a question on CNN Money as to whether college funds accumulated for an eighth-grader should be moved to a 529 plan, Dave offers the following perspective: Another plus, as San Francisco financial planner Dave Yeske points out, is that 34 states currently allow…
The San Francisco Chronicle’s Kathleen Pender offers up advice for financial planning in the new year. Kathleen quotes Dave on the value of harvesting capital gains ahead of a scheduled rise from 15% to as much as 23.8%. Consider harvesting capital gains. With tax rates…
Dave was quoted in a recent article by Dow Jones writer Daisy Maxey devoted to the virtues of preserving short-term losses for use in offsetting short-term gains (as opposed to “wasting” them offsetting long-term gains). Dave’s comments were more focused on the possibility of harvesting all embedded…
GETTING PERSONAL Advisers Nudge Fearful Clients Toward Stocks By DAISY MAXEY A DOW JONES NEWSWIRES COLUMN “Fear is a stronger emotion than greed,” says an adviser NEW YORK — Some advisers are nudging fearful clients back into stocks–while continuing to calm investors losing patience with…
As part of the Financial Planning Association’s (FPA) long-standing relationship with The Wall Street Journal, they teamed up again to produce a special section, “Private Wealth Management.” The section appeared in the September 16 issue of The Wall Street Journal, in conjunction with FPA Experience 2011, and…
Dave was quoted in the New York Times on the comparative dangers of short-term market volatility and long-term inflation: ”What changes, and very redically, is risk perception,” said Dave Yeske, a financial planner in San Franciso. “The scariness of short-term volatility disproportionately blinds us to…
DENVER, Aug. 12, 2011 /PRNewswire via COMTEX/ — The Financial Planning Association weighed in on the volatility of the recent shifts in the financial markets and the resulting effect on consumers, as well as the organization’s 23,800-member base. FPA is the largest membership organization for…
Candice Choi, AP Personal Finance Writer, On Sunday August 7, 2011, 7:41 pm NEW YORK (AP) — Investors should think twice before making any rash moves Monday. Many market analysts expect stocks to fall sharply because of anxiety about the downgrade of the U.S. credit…
In her “Net Worth” column today, Kathleen Pender explores some of the possible explanations for the recent slide in the markets. Our take, as always, is that it’s essentially impossible to identify the right explanation (or even mix of explanations) for any market activity. The…
The San Francisco Chronicle’s Kathleen Pender in her Sunday Net Worth column offered tips from 11 financial service professionals, including Dave. Here was what Dave had to say: Get over it! Dave Yeske, managing director, Yeske Buie If it ain’t broken, it ain’t broken. Too…