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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…

Topics: YeBu® News & Events

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…

Topics: YeBu® News & Events

“Dream lofty dreams, and as you dream, so shall you become. Your Vision is the promise of what you shall one day be; your Ideal is the prophecy of what you shall at last unveil. The greatest achievement was at first and for a time...
Topics: Financial Planning

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…

Topics: YeBu® News & Events

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…

Topics: YeBu® News & Events