Yeske Buie has announced that three of its next generation leaders have become part-owners of the firm. For Yeske Buie, adding new partners to the firm is a way of laying the foundation for the firm to continue indefinitely into the future, perpetuating the Yeske…
“You’re a Financial Planner… Now What?” is the title of a podcast series presented by the Financial Planning Association that features interviews with experts and young advisors alike who share their experiences, knowledge, and practical advice. Yeske Buie’s very own Lauren Stansell was invited to…
Elissa recently spent time with fellow Financial Planner and educator, Michael Kitces, as a guest on his “Financial Advisor Success” podcast. During the podcast, the two discussed everything from Yeske Buie’s approach to creating financial plans and serving our Clients, to our desire to leverage…
Always willing to share our experiences and expertise in pursuit of growing the financial planning profession, Elissa and Dave are very proud to have been part of Ed and Jody Jacobson’s Financial Planning Success Series. The series is an online collection of wisdom, tips, and…
Discussions about diversity and inclusion in the workplace are becoming more and more common and two of Yeske Buie’s own – Elissa Buie and Lauren Stansell – are leading by example to support women in financial planning. Both women recently participated in panel discussions at…
CNBC recently shared an article questioning Americans’ relationship with bond funds which they claim to be “America’s favorite investment.” The article argues that while bond funds have been growing in popularity due to their simple, cheap, and diversified nature, the projected increase in interest rates…
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…