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…
First of all, I think what we’ve done to date is phenomenal. We’ve built a profession that changes people’s lives. To the extent that we’ve made errors, it’s been with the best of intentions, and for lack of a crystal ball.
By Vicki Gerson • Bankrate.com Walk into any bookstore or search online, and it’s easy to be overwhelmed by the number of financial books that claim to have all the answers to your money questions. How do you know which book is right for what…
The mid-term elections have passed and we now know more about the political landscape ahead, but investors still face plenty of uncertainty, especially on taxes. David Yeske, managing director of money management firm Yeske Buie, says rebalancing has become more difficult , and QE2 might be the signal for investors to reduce their bond holdings. MarketWatch’s Andrea Coombes reports.
Elissa was quoted extensively in the WSJ Guide to Financial Planning:
What should be included in the estate plan?
The most important part of any estate plan is who and what matters to you. To whom do you want to leave a legacy or your prize possessions? How do you want to balance reducing expenses (e.g. probate, legal fees, taxes) with simplification? A financial adviser can be instrumental with these and other important issues.
The documents that an estate plan should include, at minimum, include a will, which specifies how your financial affairs will be settled and to whom your assets will be left; a Durable Power of Attorney (DPOA), which specifies who will handle your financial affairs if you becomes brain-dead or otherwise incapable of making that decision; and a Medical Power of Attorney (MPOA), which provides specific instructions, prepared in advance, that are intended to direct medical care if you becomes unable to do so.
Early last decade, “clients were asking me why they shouldn’t take all their money out of the stock market and buy real estate. Now they all want to go into the bond market,” says David Yeske, managing director of Yeske Buie. “It sure smells like tech stocks in 1999 and real estate in 2006.”
I just wanted to let you know that Elissa was recently interviewed by Forbes magazine, which named Yeske Buie a top emerging RIA (registered investment advisor). The original article can be found here: https://www.forbes.com/2010/03/29/yeske-buie-ria-personal-finance-financial-advisor-network-index-funds.html I’ve also copied the full text of the article below: Yeske…