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Posted Jul. 22, 2021
Post-Pandemic Personal Finance Trends If you’ve seen your spending and saving habits change during the pandemic, you’re not alone. As we enter what we hope will be a post-pandemic era, researchers have been curious to learn more about our individual and collective pandemic experiences, and...
Topics: TheLiveBigWay® Digest

Posted Jul. 08, 2021
Clients sometimes ask us why we don’t recommend carrying municipal bonds in their portfolios, often in response to learning about the tax advantages of owning them or perhaps after hearing about relatively higher yields in the municipal bond market. Before sharing our rationale, let’s first...
Topics: Economy and Investing

Posted Jun. 28, 2021
Watching movies – it’s something we’ve all done and likely continue to do periodically (if not frequently). Whether watching at a drive-in theater, at a movie theater with comfy lounge chairs, or from the comfort of your own home, movies can be a great way...
Topics: Financial Planning

Posted May. 26, 2021
Our strategic partners at Dimensional are celebrating their 40th anniversary as a firm, and Founder, David Booth, used the milestone as an opportunity to reflect on the lessons he’s learned from his decades in finance. We find that Booth’s reflections and beliefs align very closely...
Topics: Dimensional Fund Advisors, Economy and Investing

Posted May. 11, 2021
The Yeske Buie story is all about relationships. In fact, even Yeske Buie’s origin story is built on relationships – our Founders were life partners before they became business partners! While some have suggested that the 2008 merger was inevitable following their 2006 marriage, Elissa...
Topics: YeBu® News & Events

Posted Apr. 29, 2021
We thought this piece – “Wild Market Ride Lifts Everything from Lumber to Stocks to Bitcoin” - that ran in The Wall Street Journal did a nice job summarizing some of the perspectives investors have about current market conditions. We’ve highlighted some of the article’s...
Topics: Economy and Investing

Posted Mar. 31, 2021
Compliance rules. They’re not the most romantic subject, but that doesn’t diminish their importance. Yeske Buie is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”), and we take our role of maintaining compliance with the SEC’s regulations very seriously. Why? Obviously...
Topics: YeBu® News & Events

Posted Mar. 04, 2021
We’ve said it before, and we’ll say it again. Financial planning is MAGIC. Financial planning, real financial planning, transforms lives. And a recent New York Times story by Rob Lieber beautifully articulates this belief. In his piece titled “Dad, a Death Sentence, and the Planner...
Topics: Financial Planning

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301 Maple Avenue West, Suite 600
Vienna, VA 22180
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220 Montgomery Street, Suite 900
San Francisco, CA 94104

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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.
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