Yeske Buie in the Media

A Buck Will Buy Your Identity

Posted May. 02, 2019

In 2019, Yeske Buie engaged with expert Carrie Kerskie to share with you tips and best practices for keeping your personal information protected in a webinar titled Cybersecurity from All Angles. The webinar caught the attention of staff writer for Financial Advisor Magazine, Joyce Blay,...

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You’re a Financial Planner… Now What?

Posted Feb. 20, 2019

“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. One of Yeske Buie's newest partners, Yusuf Abugideiri, was...

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YeBu in the Media: How Yeske Buie Groomed New Millennial Equity Owners

Posted Feb. 20, 2019

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...

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The Gift of Planning

Posted Nov. 29, 2018

Yeske Buie has long supported the Foundation for Financial Planning, the nation’s only nonprofit charity solely devoted to supporting the delivery of pro bono financial planning. We believe so strongly in the importance of the work that they do that we’ve consistently given our time,...

Topics: Financial Planning, Firm News & Events, Give Big, Yeske Buie in the Media

You’re a Financial Planner… Now What?

Posted Oct. 31, 2018

“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...

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Yeske Buie in the Media: Cash Back Considerations

Posted Oct. 04, 2018

Credit card companies spend billions of dollars each year marketing their cards to consumers, often using flashy commercials to advertise cash back bonuses, 0% interest rates, and other attractive qualities. But with all the options out there, how do you decide which one earns your business? While...

Topics: Financial Planning, Yeske Buie in the Media

Yeske Buie in the Media: Financial Advisor Success Podcast

Posted Aug. 23, 2018

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...

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The 2018 Trends in Investing Survey

Posted Jun. 14, 2018

This year's results of the 2018 Trends in Investing Survey conducted by the Journal of Financial Planning and the FPA Research and Practice InstituteTM have been released and in many ways, last year's trends parallel this year's findings. Specifically, the use of Exchange Traded Funds...

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The Financial Planning Success Series

Posted Jun. 11, 2018

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...

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Women in Wealth

Posted May. 03, 2018

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...

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