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It’s likely that at some point you’ve had to ask someone for a rain check when it’s been more desirable to accept an offer at a later date rather than in the present moment. In a similar way, when you set aside money for a...
Topics: Financial Planning

LAUREN STANSELL, CFP® CHIEF PLANNING OFFICER • PARTNER Lauren Stansell, CFP® earned an honors B.S. in Economics, summa cum laude, from Virginia Tech in May 2012. She earned her second honors bachelor’s degree in Finance, summa cum laude, from Virginia Tech’s CFP® Certification Education Track, a CFP...
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YUSUF ABUGIDEIRI, CFP® CHIEF INVESTMENT OFFICER • PARTNER Yusuf Abugideiri, CFP® holds an M.A. in Economics from George Mason University and a B.S. in Finance from Virginia Tech’s Pamplin College of Business. He has been practicing financial planning since 2009. Yusuf has been recognized as...
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DR. DAVE YESKE, CFP® FOUNDER • MANAGING DIRECTOR Dr. Dave Yeske, CFP® holds a doctorate in finance from Golden Gate University, as well as an M.A. in Economics and a B.S. in Applied Economics from the University of San Francisco. He has been practicing financial...
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Elissa Buie, CFP® earned an MBA from The University of Maryland and a B.S. in Commerce from The University of Virginia. She has been practicing financial planning since 1983.TYPE Elissa sits on the Board of Trustees of the Foundation for Financial Planning and is a…

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Do's and Don'ts for Recent College Graduates We’d like to extend a big congratulations to all those who will be graduating in the coming months. For upcoming college grads, the notion of entering the “real world” can feel equally exciting and ambiguous. The reality of...
Topics: TheLiveBigWay® Digest

CNBC recently shared an article questioning Americans’ relationship with bond funds which they claim to be “America’s favorite investment.” The article argues that while bond funds have been growing in popularity due to their simple, cheap, and diversified nature, the projected increase in interest rates...
Topics: Yeske Buie in the Media

We’d like to extend a big congratulations to all those who will be graduating in the coming months. For upcoming college grads, the notion of entering the “real world” can feel equally exciting and ambiguous. The reality of becoming financially independent means accepting a deepened...
Topics: Financial Planning

ELISSA BUIE, CFP® FOUNDER • CEO Elissa Buie, CFP® earned an MBA from The University of Maryland and a B.S. in Commerce from The University of Virginia. She has been practicing financial planning since 1983. Elissa is a past Chair of the Foundation for Financial...
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