As we’ve shared before, one of Yeske Buie’s defined core values is our commitment to sharing our time, our intellect, and our resources. Accordingly, the team volunteers on a quarterly basis, at minimum, as part of our Give Big initiative to make a difference in…
As noted in the previous Digest, the Yeske Buie Financial Planning Team (Dave Yeske, Elissa Buie, Yusuf Abugideiri, Jennifer Hicks, Lauren Stansell, Sabina Smailhodzic, Russell Kroeger, Camille Bouvet, and Cody Daniels) attended the 2015 FPA Far West Round-Up Conference (FWR) on the UC Santa Cruz…
The Yeske Buie Financial Planning Team attended the 2015 Far West Round-Up Conference on the UC Santa Cruz campus from Thursday August 13 to Sunday August 16. The team has been attending this informal, retreat-style gathering of financial planners for several years now with Dave…
Yeske Buie is pleased to announce that Schwab now provides the ability to open accounts and process certain service requests more efficiently using DocuSign® and to approve wire transfers using Electronic Authorization. With DocuSign, you will be able to sign and approve service requests electronically,…
Certified Financial Planner Board of Standards, Inc. announced that it has completely revised and updated it’s popular reference guide for financial planning students and practitioners. John Wiley & Sons published the first-of-its-kind Financial Planning Competency Handbook in 2013. Elissa and Dave contributed 30 chapters to…
Over the past few weeks, the Yeske Buie West Coast office has been volunteering with the SF-Marin Food Bank as part of our Give Big initiative. The SF-Marin Food Bank distributes over 105,000 meals on a daily basis and distributed over 45 million pounds of…