Yeske Buie in the Media

A marriage led to a merger and ultimately to a place on our list of top emerging RIA firms. Elissa Buie and David Yeske are each the founders of their own financial planning firms, hers in Vienna, Va., his in San Francisco. After the two advisors, who met on the board of the Financial Planning Association, got married five years ago, they ended up merging their professional as well as their personal lives, and in 2008 Yeske Buie was born. The firm, which maintains offices on both coasts, manages about $300 million for some 200 clients, primarily individuals.

By Thomas Coyle  David Yeske is a founding principal of Yeske Buie, a wealth management and investment firm with offices in Vienna, Va. and San Francisco. He spoke with WSJ Financial Adviser about taking what he calls a scientific approach to wealth and investment management….

By ELEANOR LAISE Hidden in the market’s hideous performance is a unique opportunity for investors to cut their tax bills for years to come. Investors who sell beaten-down holdings can use those losses to offset taxable gains and often a portion of their income. Any…

In this column, we ask prominent financial advisers who use mutual funds and exchange-traded funds to share model portfolios with us. Mr. Yeske, 52 years old, founded financial-planning firm Yeske & Co. in 1990 and last year merged it with Financial Planning Group of Vienna, Va., to form Yeske Buie. Mr. Yeske is a former chairman of the Financial Planning Association and is an instructor of financial planning at Golden Gate University in San Francisco. Yeske Buie manages about $300 million for some 200 clients, primarily individuals.

Writing in Bloomberg Businessweek, Lauren Young asks the question: How valuable is your financial advisor? Focusing specifically on the question of which financial products might be uniquely available to you because of your financial advisor, Lauren quotes Dave on the virtues of Dimensional Fund Advisors…

By ELEANOR LAISE We’ve seen the stock-market plunge, the foreclosures surge, the layoffs and the bankruptcies mount. Now comes the inevitable next stage of the economic downturn: a rash of personal-finance books that promise to help readers navigate their way through the rubble — and…

Dave talks to the Wall Street Journal about a doomsayer money manager. WSJ.com – Right Forecast by Schiff, Wrong Plan? https://on.wsj.com/cpXn8g

Dave talks to NPR’s Joshua Brockman about the importance of an emergency fund, sticking with your 401(k) plan, reblancing, and diversification. Via @nprnews: How To Rescue Your Nest Egg |