SAN FRANCISCO, CA, JUNE 13, 2013 – The campaign to support the delivery of financial planning to the underserved was organized by the northern California chapters of the Financial Planning Association® (FPA®) along with TD Ameritrade on behalf of the Foundation for Financial Planning. This achievement took…
Managing Risk when Rebalancing into Bonds It’s been hard to miss the amazing run up in stock prices over the past 12 months – the Dow Jones Industrial Average, for example, gained 22% in the year ended May 31 – and for some, that creates…
College Graduation For many people around the country, May means cap and gown, graduation ceremonies, and having or witnessing the experience of the slightly fearful but exhilarating realization that one chapter in life has ended and a new one is about to begin. As always, this should be a time…
Elissa’s “Confessions of a Cobbler” You know the saying about the cobbler’s children having no shoes? I have to confess to being a bit of a cobbler. Okay, my children have shoes – real ones and the financial planning version: ROTH IRAs. But I was…
Investing With a Broken Compass: the Broken Analogy While sitting amid the scattered pages of the Sunday paper the other day, leafing through the magazine section, we came upon a full page ad placed by BNY Mellon Wealth Management that offered the following opinion: The…
We are proud to announce that Lauren Mireles recently received her Registered Paraplanner (RP®) certification. In order to become a RP®, Lauren had to: -Complete an educational program in theory and practical application developed by the College of Financial Planning -Pass the proctored and timed end-of-course exam…
Last Call: Tax Day is Next Monday, April 15th While we normally take care of all of our clients’ account servicing needs, including IRA and retirement account contributions, end of business today (5:00 pm ET for the Vienna office and 5:00 pm PT for the…
GGU: The Magazine of Golden Gate University just published their Spring issue with the cover story “The Power Couple”, which highlights Dave and Elissa and their team approach to teaching and living. The article takes you on a journey starting with how Dave and Elissa…
In this edition of the Digest, we conduct a Wisdom of Crowds experiment, celebrate Elissa and Dave’s contribution to the Financial Planning Competency Handbook, share photos from our Virginia Retreat and Open House, highlight Elissa’s contribution to The Wall Street Journal, and get ready for…
On March 13th and the 14th, the entire Yeske Buie staff gathered in Fairfax, VA for one of our retreats. These are semi-annual gatherings on alternating coasts aimed at moving us closer to our Grand Goal of becoming the recognized best financial planning firm in…