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 |
By Albert B. Crenshaw Special to The Washington Post Wednesday, October 15, 2008; Page H06 With the decline of traditional pensions, tax-deferred saving through 401(k) plans, IRAs and the like has become a key element of most Americans’ funding. But tax-deferred isn’t the same as…
By Barbara Kiviat Monday, Oct. 13, 2008 Traders celebrate on the floor of the New York Stock Exchange at the closing bell after stocks surged more than 11%, the market’s biggest point gain ever Timothy A. Clary / AFP / Getty It’s time for investors…
By Candice Choi Associated Press writer Posted September 29, 2008 NEW YORK — Before the turbulent economy sends you running into the arms of a financial advisor, make sure you know all your options. In addition to the various types of financial advice on the…
by Barbara Kiviat Thursday, Sep. 18, 2008 You probably have questions. And not “What does CDO mean again?” sorts of questions but more along the lines of “Is it time to hide under the covers?” Here we tackle some popular queries–while emphasizing that just because…