Elissa participated in the Consumer Financial Protection Bureau’s first Innovation Strategy meeting, held on Tuesday and Wednesday in Washington, D.C. This is her report on the proceedings. Thanks to all of you who shared your ideas and comments! Elissa’s Report The purpose of the CFPB…
GETTING PERSONAL Advisers Nudge Fearful Clients Toward Stocks By DAISY MAXEY A DOW JONES NEWSWIRES COLUMN “Fear is a stronger emotion than greed,” says an adviser NEW YORK — Some advisers are nudging fearful clients back into stocks–while continuing to calm investors losing patience with…
Dave was quoted in the New York Times on the comparative dangers of short-term market volatility and long-term inflation: ”What changes, and very redically, is risk perception,” said Dave Yeske, a financial planner in San Franciso. “The scariness of short-term volatility disproportionately blinds us to…
In case you missed our live webinar presentation on September 21 — “Economic Vomitility and Financial Planning Dramamine” — it is now available on our website, so you can now watch the presentation whenever it’s convenient for you. One of the points that we made…
Candice Choi, AP Personal Finance Writer, On Sunday August 7, 2011, 7:41 pm NEW YORK (AP) — Investors should think twice before making any rash moves Monday. Many market analysts expect stocks to fall sharply because of anxiety about the downgrade of the U.S. credit…
I thought it was time to address some of the gloom and doom that has so dominated the news of late. Not, by the way, with the intent of dispelling it (or supporting it, for that matter) but more with the aim of addressing the question…
Rather than boring you with more talk about the uneven course of the economy and the markets, which inevitably stumble forward through a ceaseless series of advances and declines. And rather than sharing the latest comments of Ben Bernanke as he reports on the fundamental underlying strength of the…
By ELEANOR LAISE Hidden in the market’s hideous performance is a unique opportunity for investors to cut their tax bills for years to come. Investors who sell beaten-down holdings can use those losses to offset taxable gains and often a portion of their income. Any…
With the stock market serving up a little pre-Halloween scare, it seemed like a good time to offer up another edition of the Weekend Digest. From Jeremy Siegel’s defense of “market efficiency” to a discussion of how the demographics of the X and Y generations…
In this column, we ask prominent financial advisers who use mutual funds and exchange-traded funds to share model portfolios with us. Mr. Yeske, 52 years old, founded financial-planning firm Yeske & Co. in 1990 and last year merged it with Financial Planning Group of Vienna, Va., to form Yeske Buie. Mr. Yeske is a former chairman of the Financial Planning Association and is an instructor of financial planning at Golden Gate University in San Francisco. Yeske Buie manages about $300 million for some 200 clients, primarily individuals.