Search

Posted Mar. 12, 2024
Tim Connolly has joined the Yeske Buie team as an Associate Financial Planner in our San Francisco, CA office, and his authenticity and warm smile have been a welcome addition to our robust team. Tim joins the team with several years of professional experience in...
Topics: YeBu® News & Events

Posted Mar. 11, 2024
TIM CONNOLLY, CFP® ASSOCIATE FINANCIAL PLANNER Tim Connolly holds a Bachelor of Arts in Economics from Kenyon College and is currently enrolled in the Financial Planning Certificate graduate program at Golden Gate University to fulfill the educational requirements towards becoming a CFP Professional. In addition...
Topics:

Posted Feb. 29, 2024
Empowering Girls with Financial Literacy The ability to understand, manage, and make informed decisions about money is not just about finance; it’s a path towards independence, equality, and empowerment. In this space, we dive into the importance of financial literacy for girls and also hear...
Topics: TheLiveBigWay® Digest

Posted Feb. 29, 2024
As financial planners, we are trusted with some of Clients’ most personal information, and we consider it a serious responsibility to keep that information secure. Because of this, we’re committed to keeping ourselves and our Clients abreast of common scams. We use this space to...
Topics: Cybersecurity

Posted Jan. 18, 2024
Portfolio Review, Part Deux: On Bonds We spill a ton of ink talking about stocks and what the market is doing, but our Clients’ portfolios carry more than just fractional shares of thousands of companies scattered around the globe – the bonds in their portfolios...
Topics: TheLiveBigWay® Digest

Posted Jan. 18, 2024
And now, for the other half of our 2023 review – a discussion about bonds. First, an acknowledgement: stocks get a lot of the attention when we make comments about the portfolio’s performance, and rightly so – they make up the majority of the holdings...
Topics: Economy and Investing

Posted Jan. 18, 2024
Financial planning is a valuable process for anyone, and becomes even more critical for those supporting loved ones with disabilities. This kind of planning requires accounting for the resources needed to support the loved one in childhood and potentially into adulthood, and becomes even more...
Topics: Financial Planning

Posted Jan. 15, 2024
Required Minimum Distributions (RMD) are, as the name indicates, minimum annual distributions that must be withdrawn from an IRA beginning with the tax year in which the account holder turns 73. The IRS requires these annual distributions to help ensure that account holders don’t simply...
Topics: Financial Planning

Contact Info

Washington, D.C. Metro Area
301 Maple Avenue West, Suite 600
Vienna, VA 22180
San Francisco Bay Area
220 Montgomery Street, Suite 900
San Francisco, CA 94104

Learn More

About

At Yeske Buie, our purpose is to empower people to pursue their Live Big® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.
© 2025 Yeske Buie. All Rights Reserved.