Wall Street Journal Supplement: Private Wealth Management
As part of the Financial Planning Association’s (FPA) long-standing relationship with The Wall Street Journal, they teamed up again to produce a special section, “Private Wealth Management.” The section appeared in the September 16 issue of The Wall Street Journal, in conjunction with FPA Experience 2011, and featured a special message from 2011 FPA President Marty Kurtz, CFP, AIFA.
Marty gave Dave a shoutout in his article “Concerned About the Future? Experts Say a Long-Term Plan is Key to Riding Out Short-Term Market Volatility.” Here’s the relevant passage:
“Renowned expert and former FPA national president Dr. Dave Yeske, CFP®, managing director of Yeske Buie, a financial planning firm with offices in San Francisco and Washington, D.C., offers that “The reason for having a financial plan is to make it easier to know what to do in tough times. The way to survive and thrive through all the inevitable storms in the market is to save and invest, diversify and rebalance, and maintain prudent reserves.” I echo that statement.”