Last week, Dave attended the Financial Planning Association’s 3rd Annual Advocacy Day in Washington, D.C. FPA® Advocacy Day provides members and leaders of FPA with the opportunity to introduce federal policymakers to the association and the profession and talk with them about issues that are…
Be Conscious, Not Cautious, With Your Credit Card Credit can be considered a friend or foe – when used responsibly you can build trustworthiness with lenders to receive more favorable outcomes when shopping for a mortgage, car loan, or even a job. When used irresponsibly,…
Wise Goals Start with Whys Since a young age, we’ve all been taught to establish goals. However, it’s often the case that we measure our “success” on expectations or the lives of others and we forego defining meaningful goals for ourselves. At Yeske Buie, our…
This week, members of our Financial Planning Team in San Francisco attended the Financial Planning Association’s NorCal Conference. The conference has a national reputation for hosting knowledgeable and inspirational speakers and provides quality networking opportunities for those financial professionals who choose to attend. Among the…
This August, Schwab will implement a new statement schedule which will change the frequency of statement delivery. Starting with July 2016 statements (which would be received in early August), Schwab will only send monthly statements for accounts with “qualifying activity” in that month; accounts that…
It was recently announced that Millennials – defined as anyone who was 18 to 34 years old in 2015 – are now the largest living generation in the United States and have surpassed Generation X to become the largest generation in the U.S. labor force….
A Practical Approach to Cash Flow Complexities When life happens, the financial aspects of figuring out what to do next can make taking that next step an overwhelming task. Using policies to manage cash flow on an ongoing basis removes the budgetary uncertainties and clarifies…
Around this time last year, we shared how and why Elissa and Dave have been promoting the fiduciary standard as this issue has been near and dear to Yeske Buie for many years. Now a year later, the financial world is currently abuzz over the…