Yeske Buie in the Media

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.”

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…