Yeske Buie in the Media

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...

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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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Yeske Buie in the Media: A Close Bond?

Posted May. 03, 2018

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...

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AdvisoryHQ Recognizes Yeske Buie

Posted Mar. 21, 2018

AdvisoryHQ recognized Yeske Buie as one of the Top 11 Financial Advisors in the SF Bay Area for the third straight year (see 2016 and 2017 rankings). The financial review and media company compiled the listing based on their 4-step objective methodology which focuses on...

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Elissa Buie Recognized – Again – as a Top Wealth Advisor by Washingtonian Magazine

Posted Jan. 04, 2018

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...

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Yeske Buie in the Media: Annuities and the Advisory World

Posted Nov. 15, 2017

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…

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CNBC Small Business Survey

Posted Nov. 02, 2017

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…

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About

At Yeske Buie, our purpose is to empower people to pursue their Live Big^® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.

Yeske Buie in the Media

Yeske Buie in the Media: Cash Back Considerations

Yeske Buie in the Media: Financial Advisor Success Podcast

The 2018 Trends in Investing Survey

The Financial Planning Success Series

Women in Wealth

Yeske Buie in the Media: A Close Bond?

AdvisoryHQ Recognizes Yeske Buie

Elissa Buie Recognized – Again – as a Top Wealth Advisor by Washingtonian Magazine

Yeske Buie in the Media: Annuities and the Advisory World

CNBC Small Business Survey

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