Just before the Thanksgiving Holiday, the entire Yeske Buie team came together in San Francisco for an inspiring staff retreat. While the retreat serves as a great opportunity to step away from the day to day office routine, the team spends each day working on…
Yeske Buie Fall 2016 Open House in our San Francisco Office TYPEDate: Thursday, November 17th Time: 4:30 – 6:30pmTYPE TYPE TYPE TYPE Appetizers and Sweet Treats from Chef Sean Chef Sean Andrade is the Executive Chef and owner of AWG Private Chefs. Chef Sean and…
Schwab has recently introduced a new voice ID service to verify your identity when using Schwab’s automated phone service or speaking with a Schwab financial professional. Replacing PINs and personal questions, the new service uses your voice as a secure password to direct you to…
As has become an annual event, the Yeske Buie Financial Planning Team (Dave Yeske, Elissa Buie, Yusuf Abugideiri, Jennifer Hicks, Lauren Stansell, Russell Kroeger, Camille Bouvet, Cody Daniels, Zach Bennedsen, and Ryan Klemm) once again attended the Far West Roundup in Santa Cruz, California. At Far West Roundup, some…
Last week, Dave attended the Financial Planning Association’s 3rd Annual Advocacy Day in Washington, D.C. FPA® Advocacy Day provides members and leaders of FPA with the opportunity to introduce federal policymakers to the association and the profession and talk with them about issues that are…
Last week, the Yeske Buie team from both offices gathered for our semi-annual staff retreat in Hume, Virginia. The team spent the retreat not only enjoying our time together, but also working on communication exercises and ensuring total alignment of personal and professional actions with…
This week, members of our Financial Planning Team in San Francisco attended the Financial Planning Association’s NorCal Conference. The conference has a national reputation for hosting knowledgeable and inspirational speakers and provides quality networking opportunities for those financial professionals who choose to attend. Among the…
This August, Schwab will implement a new statement schedule which will change the frequency of statement delivery. Starting with July 2016 statements (which would be received in early August), Schwab will only send monthly statements for accounts with “qualifying activity” in that month; accounts that…
Last week, five members of Yeske Buie’s Financial Planning Team attended and presented at the Financial Planning Association’s annual retreat. The theme of this year’s retreat was built around Advancing the Art and Science of Financial Planning through Storytelling. Yeske Buie shared stories focused on…