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Posted Oct. 29, 2020
We had a blast connecting with the Yeske Buie community at our virtual holiday party! The Zoom event included... Connection with the Yeske Buie team, Fun and interactive small group discussions and activities, and A complimentary drink kit from Cocktail Courier (it was a party,...
Topics: YeBu® News & Events

Posted Oct. 29, 2020
In this edition of the Digest, we wanted to do things a little differently. This message comes to you just four days before our country’s very important and historic election, and we sincerely hope that you have made (and maybe have already executed!) a plan...
Topics: TheLiveBigWay® Digest

Posted Oct. 15, 2020
It's probably unsurprising that, as financial planners, we believe in the importance of goal setting. We shared a piece on the topic of goal setting titled Identify, Implement, and Achieve where we offered the SMART goal methodology as one way to help you define your goals....
Topics: Financial Planning

Posted Oct. 01, 2020
When Projections Align with Reality As financial planners, we are continuously reassessing the assumptions we make in the retirement projections we build for our Clients. We recently back-tested our portfolio’s performance over the past 26 years, confirming again that one of our most critical assumptions...
Topics: TheLiveBigWay® Digest

Posted Oct. 01, 2020
At Yeske Buie, we think of ourselves as financial planners, not just asset managers. With that being said, the process of creating a Client’s financial plan requires us to build a strategy for their investments and to use assumptions about their portfolio’s performance when crafting...
Topics: Financial Planning

Posted Sep. 03, 2020
Identify, Implement, and Achieve The longer COVID-19 remains in our lives, the more important it is that we continue to keep our minds and bodies active. Setting goals is one way to keep propelling ourselves forward regardless of external circumstances. Read more to learn how to...
Topics: TheLiveBigWay® Digest

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Washington, D.C. Metro Area
301 Maple Avenue West, Suite 600
Vienna, VA 22180
San Francisco Bay Area
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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