YeskeBuie in the Media

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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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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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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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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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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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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At YeskeBuie, our greatest strength is our dedicated team of advisors and support staff, led by our C3Os and Founding Partners, who are deeply dedicated to serving Clients The YeskeBuie Way and between them have over 100 years of combined experience.
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