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The Yeske Buie Story

Posted May. 11, 2021

The Yeske Buie story is all about relationships. In fact, even Yeske Buie’s origin story is built on relationships – our Founders were life partners before they became business partners! While some have suggested that the 2008 merger was inevitable following their 2006 marriage, Elissa...

Topics: YeBu® News & Events

Protecting Your Retirement Nest Egg

Posted Apr. 14, 2021

Every advisor knows how to get money into a portfolio; it’s getting money safely out of your portfolio that can be more challenging. We often hear questions like: How much can I safely spend from my portfolio in retirement? How will I know if I’m...

Topics: Financial Planning, Yeske Buie in the Media

Checking in… and a hug

Posted Mar. 10, 2020

You are probably expecting one of Dave’s amazing “valium grams”. But today you get to hear from me. And I’m writing about anxiety. This Coronavirus situation is scary. I’m a bit scared. And I don’t know where it is going to go (“I’m not a...

Topics: Economy and Investing, Financial Planning

Periodic Table of Returns

Posted Dec. 12, 2019

As we’ve mentioned time and again, diversification is one of the most powerful strategies an investor can employ when implementing their investment philosophy. At Yeske Buie, that philosophy translates to a globally diversified portfolio tilted towards small company and value stocks. The majority of the...

Topics: Economy and Investing

Turning Your Portfolio into a Paycheck

Posted Oct. 16, 2019

As our Clients approach retirement and prepare to begin making distributions from their portfolio to meet their spending needs, we often hear questions like these: How much can I safely spend from my portfolio in retirement? How will I know if I’m heading for trouble?...

Topics: Financial Planning

An Investment Approach That’s Stable, Not Static

Posted Jun. 04, 2019

From an outside perspective, it can be easy to label Yeske Buie’s investment philosophy as “passive.” However, while that descriptor is partly true (i.e. we do not churn the holdings of our Clients’ accounts or turn our approach upside-down based on the latest industry trends...

Topics: Economy and Investing, Yeske Buie Millennial

Before I Die…

Posted May. 29, 2019

As always, this year’s Annual Retreat hosted by the Financial Planning Association was impactful, insightful, and full of learnings; the speakers delivered exceptional, leading-edge presentations. But out of the dozens of spectacular presentations, there was one session that was so powerful, Elissa Buie said that...

Topics: Financial Planning, Fun Stuff, Yeske Buie Millennial

Weekend Chart Challenge – Revisited

Posted Apr. 04, 2019

Back in August of 2015 markets around the world had gotten choppy after a period of extended calm and some were asking what was up and what was next. We offered the Weekend Chart Challenge as a way to put it all in perspective. Late...

Topics: Economy and Investing

Youth and Experience: Yeske Buie Names Three Next Generation Partners

Posted Feb. 19, 2019

Yeske Buie announced today that three of its next generation leaders, Yusuf Abugideiri, CFP® (32), Lauren Stansell, CFP® (28), and Lauren Mireles, FPQPTM (27), have become part-owners of the firm. The new partners each bring unique perspectives, skills, and commitment to promote Yeske Buie’s mission...

Topics: YeBu® News & Events

Yeske Buie in the Media: Financial Advisor Success Podcast

Posted Aug. 23, 2018

Elissa recently spent time with fellow Financial Planner and educator, Michael Kitces, as a guest on his “Financial Advisor Success” podcast. During the podcast, the two discussed everything from Yeske Buie’s approach to creating financial plans and serving our Clients, to our desire to leverage...

Topics: Yeske Buie in the Media

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.