I just thought I’d drop a short note from Amsterdam on global economics and stock market volatility before heading out to visit a few museums. For a quick refresher on how we got here, you might want to revisit our webinar from April of last year, “The Perfect Storm: How We…
As of yesterday, the stock market managed to cross the magic 10% threshold into an official “correction.” Thank God. Markets never move in a straight line and some kind of correction is always inevitable. Nice to have this out of the way for now. The…
Tomorrow is May Day, the day Dave dons cap and gown, and the 20th anniversary of Yeske Buie. We thought with that kind of convergence, we’d celebrate with another edition of the Live Big® Digest. How, you may well ask, can we have a 20th…
I just wanted to let you know that Elissa was recently interviewed by Forbes magazine, which named Yeske Buie a top emerging RIA (registered investment advisor). The original article can be found here: https://www.forbes.com/2010/03/29/yeske-buie-ria-personal-finance-financial-advisor-network-index-funds.html I’ve also copied the full text of the article below: Yeske…
A marriage led to a merger and ultimately to a place on our list of top emerging RIA firms. Elissa Buie and David Yeske are each the founders of their own financial planning firms, hers in Vienna, Va., his in San Francisco. After the two advisors, who met on the board of the Financial Planning Association, got married five years ago, they ended up merging their professional as well as their personal lives, and in 2008 Yeske Buie was born. The firm, which maintains offices on both coasts, manages about $300 million for some 200 clients, primarily individuals.
As another weekend approaches, we decided that it was time for another edition of Yeske Buie’s Weekend Digest. This week’s issue reports on a personal milestone, recent media coverage, and the significance of market milestones. Have a great weekend! The Yeske Buie Team. Dr. Dave…
By Thomas Coyle David Yeske is a founding principal of Yeske Buie, a wealth management and investment firm with offices in Vienna, Va. and San Francisco. He spoke with WSJ Financial Adviser about taking what he calls a scientific approach to wealth and investment management….
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…