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 Yeske & Co. and Financial Planning Group brought together two distinct cultures and approaches and…
A core value at Yeske Buie, our team believes in giving our time and talent to our Clients, our local communities, and the Financial Planning profession, in part as an appreciation for all we’ve received individually and as a company. While we are intentional about…
Since 2014, the Yeske Buie team has been personally using and recommending IdentityForce for their identity theft protection services. IdentityForce is a leading provider of proactive identity, privacy, and credit protection with over 35 years of experience. With an IdentityForce account, you receive constant identity…
According to a recent CNBC article, annuities are near the top of the list of financial products that fiduciary advisors hate. The article shares that the reasons for this are plentiful, ranging from cost, to complexity, to their reputation for not acting in a Client’s…
Over the years, we’ve compiled several creative and dynamic lists of ways individuals can have rich, Live Big experiences without spending a lot of money. Many of the ideas on these lists – like the Live Big List and the Live Big Chronicles – come…
According to the third-quarter results of a recent CNBC survey, taxes are currently at the top of the list of critical issues for small businesses. This finding does not come as a surprise, especially considering the current Administration’s proposed tax reform changes. In a recent…
At Yeske Buie, we believe learning fuels potential. Embodying this company value, the Yeske Buie Financial Planning Team took full advantage of the opportunity to learn from some of the brightest minds in the profession at the Financial Planning Association’s recent Annual Conference in Nashville,…
NASHVILLE, TN, October 3, 2017 – The Financial Planning Association (FPA®) awarded the profession’s lifetime achievement award, the P. Kemp Fain Jr. award, to Dr. Dave Yeske, CFP®, Managing Director of Yeske Buie. “Over my 20 years in our profession, I have been fortunate to…
Last week, the Yeske Buie team had the pleasure of hosting our Clients, Centers of Influence, and Friends to a special event in San Francisco. The evening was full of wonderfully intelligent conversations, tasty appetizers and sweet treats, and an insightful and interactive presentation from…
Yeske Buie is pleased to recognize Ryan Klemm, Financial Planning Resident in our Virginia office, for passing the CFP® exam! The exam has earned a reputation for being a challenging milestone as part of the four requirements needed to earn the CERTIFIED FINANCIAL PLANNERTM designation….