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…
PR Newswire Press Release SAN FRANCISCO, CA, APRIL 1, 2013 John Wiley & Sons has just published the first-of-its-kind Financial Planning Competency Handbook. Elissa Buie, CFP® and Dr. Dave Yeske, CFP® of Yeske Buie contributed 30 chapters to the Handbook as members of a select team…
The Wall Street Journal’s Caitlin Nish quotes Elissa on the topic of career path and developing young advisors. The training program at Yeske Buie Inc., an RIA with offices in Vienna, Va., and San Francisco, has a somewhat different long-term goal–succession planning. The firm, which…
In this edition of the Digest, we discuss the implications of record stock market highs, the symbology of the four-leaf clover, tax reminders, our Vienna Retreat/Open House, and the start of March Madness. Rocky Mountain High – Have Markets Entered Nosebleed Territory? The eponymous John…
Herein a few updates to yesterday’s Digest. Sequester Postscript After dominating the headlines in recent weeks and months, the sequester is here. President Obama signed the order last night to impose $85 billion in cuts to domestic and military programs after a last minute meeting with Congressional…
In this edition of the Digest, we invite you to join us at the Vienna Office Open House and share updates from the YeBu staff. Client Event: Vienna Office Open House Please join us for the Open House in Vienna, VA on Thursday, March 14th…
In this edition of the Digest, we discuss The 5 Love Languages, 5 ideas for having quality financial conversations with your mate, explain why a “sweetheart will” may not be a sweet way to plan your estate, and gear up for Yeske Buie’s Vienna Office…
In this edition of the Digest, we discuss the connection between the Super Bowl and your financial plan, revisit our last Groundhog Day webinar, take a look back at the MLK National Day of Service, share a quick Family Tree reminder, and gear up for the Vienna Office…
In this edition of the Digest we discuss the National Day of Service, unveil a new recording of the YeBu® Investment Philosophy, provide an update on year-end tax reporting via your Client Private Page®, offer advice on finding senior housing for aging parents, and review the virtues…