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…
In this column, we ask prominent financial advisers who use mutual funds and exchange-traded funds to share model portfolios with us. Mr. Yeske, 52 years old, founded financial-planning firm Yeske & Co. in 1990 and last year merged it with Financial Planning Group of Vienna, Va., to form Yeske Buie. Mr. Yeske is a former chairman of the Financial Planning Association and is an instructor of financial planning at Golden Gate University in San Francisco. Yeske Buie manages about $300 million for some 200 clients, primarily individuals.
As you may have noticed, I took a break from sending out the weekend digest during the month of July. Enough interesting items have now accumulated, however, that I thought it was time to send out a fresh edition. Have a great weekend! Media Matters…
We seem to have reached an interesting juncture in this current recession. On the one hand, there are a growing number of signs that the worst is behind us and we can begin to see a glimmer of recovery on the horizon. On the other…
Mother’s Day arrives this Sunday, so I hope you’ve prepared for the big day. If you’re looking for a no-cost gift, consider making “Mom Checks” that you can fill out with chores you’d be willing to perform. Mom can then cash them in whenever the spirit moves…