Liz Skinner of Investment News talked to Dave in the aftermath of the Brexit vote and he shared Yeske Buie’s measured approach to the event. “I agree, of course, with staying the course,” one client responded to an email sent early Friday morning by Dave…
We have shared in this space before Yeske Buie’s thoughts on the Department of Labor’s ruling to broaden the definition of fiduciary investment advice and how and why Elissa and Dave have been promoting the fiduciary standard. With President Obama being a supporter of the…
Recently, Elissa talked with a reporter from Investor’s Business Daily, Morey Stettner, for an article focused on the lifecycle of a financial planning firm. Elissa shared experiences including starting her own firm, important decisions she’s had to make, and other insights related to Elissa’s experience…
Last week, Elissa and Dave participated in the FPA Annual Conference, the largest gathering of CFP® professionals and thought leaders in financial planning. At the conference, Elissa spoke on a panel to discuss best practices for internships and Dave spoke on a panel to discuss…
It was recently announced that Millennials – defined as anyone who was 18 to 34 years old in 2015 – are now the largest living generation in the United States and have surpassed Generation X to become the largest generation in the U.S. labor force….
