Yeske Buie Celebrates Its 10 Year Anniversary!
On January 1, 2018, Yeske Buie celebrated its 10th anniversary. Elissa and Dave have each been in the profession of financial planning for more than 30 years. The merger of Elissa and Dave’s legacy firms brought together two distinct cultures and approaches and blended them into something that is truly greater than the sum of its parts. In celebration of this momentous anniversary, we’ve compiled a timeline of photos that shows the evolution of our team and major milestones in Yeske Buie’s history. We hope you enjoy this trip down memory lane as much as we do!
|
TYPE |
TY
Elissa Buie Recognized – Again – by Washingtonian Magazine
Elissa Buie, CFP® has been recognized, again, as one of the area’s best fee-only financial planners by Washingtonian Magazine. Featured in Washingtonian’s January issue, the Top Wealth Advisors list is compiled largely via responses to a peer survey that asks industry professionals “Who would you trust with your own money?” Those named to the list received the most recommendations. Read on to see what Elissa has accomplished over her 35-year career that has earned her a spot on every edition of the list.
|
TYPE |
TY
Time Saving Ideas to Live Big this Year
At Yeske Buie, our team and our Clients realize that while money matters, it is what you choose to do with it that matters most. Accordingly, we center our work on a singular priority: helping Clients make the most of their most valuable resource – LIFE. As the New Year traditionally affords an opportunity to explore new habits, we thought we’d share a list of time saving ideas you may consider adopting with the hope that one of these small changes may open a window of time in your day that you didn’t have before. And we hope that you will make the most of these extra minutes and do things that give you joy or renew you. Perhaps something from our Live Big® list?
|
TYPE |
TY
2018 Outlook: Through the Looking Glass
We hope you will join us on Wednesday, January 17th at 12:00pm PT / 3:00pm ET as we climb through the mirror and share our outlook on the economy, US and international markets, and other developments that can impact your finances in 2018. You can register for the webinar using the following link: 2018 Outlook: Through the Looking Glass. If you have something specific that you’d like us to speak to during the webinar, please feel free to email your thoughts to Mila@YeBu.com and we’ll look to incorporate them into the presentation. We would also love for you to share this link with any friends, family, or colleagues who may find this webinar valuable. Talk soon!
|
TYPE |
|