For the third straight year, AdvisoryHQ recognized Yeske Buie as one of the Top 11 Financial Advisors in the SF Bay Area. The financial review and media company compiled the listing based on their 4-step objective methodology which focuses on ranking firms with the everyday…
Elissa Buie, CFP®, co-founder and CEO of Yeske Buie, has been recognized, again, as one of the area’s best fee-only financial planners by Washingtonian Magazine as part of the magazine’s Top Wealth Advisors listing for 2018. Elissa has appeared on all of Washingtonian’s previous lists…
According to a recent CNBC article, annuities are near the top of the list of financial products that fiduciary advisors hate. The article shares that the reasons for this are plentiful, ranging from cost, to complexity, to their reputation for not acting in a Client’s…
According to the third-quarter results of a recent CNBC survey, taxes are currently at the top of the list of critical issues for small businesses. This finding does not come as a surprise, especially considering the current Administration’s proposed tax reform changes. In a recent…
As we’ve shared in this space before, Yeske Buie is a supporter of team attendance at impactful events and conferences because of our belief in the value of learning from other bright minds in the profession and the value of having opportunities to grow our…
NASHVILLE, TN, October 3, 2017 – The Financial Planning Association (FPA®) awarded the profession’s lifetime achievement award, the P. Kemp Fain Jr. award, to Dr. Dave Yeske, CFP®, Managing Director of Yeske Buie. “Over my 20 years in our profession, I have been fortunate to…
VIENNA, Va., September 5, 2017 – This year’s September issue of the award-winning, peer-reviewed Journal of Financial Planning explores opportunities and challenges for the next generation of financial planners and clients. The cover story of the issue titled “Serving Millennial Clients with a 3-Step Model”…
The Financial Planning Association® (FPA®) and the Journal of Financial Planning recently released the results of their annual “Trends in Investing Survey”. The survey includes responses from over 300 advisors of various backgrounds and shows advisor data on investments used, diversification, asset allocation, rebalancing and…
Summary By: Lauren Mireles, RP® Yeske Buie is dedicated to building a reliable and hardworking team that is capable of providing flawless, comprehensive service to our current Clients and the generations of Clients to come. We are proud of the team we have and we…
A recent article on WalletHub.com featured a list of “2017’s Best Places to Get Married” which highlighted cities with the lowest and highest wedding costs, most and fewest wedding chapels, event planners, bridal shops and more. To supplement the research findings, the article also included…