Yeske Buie in the Media

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…

Topics: Yeske Buie in the Media

The Financial Planning Association® (FPA®) and the Journal of Financial Planning recently released the results of their annual “Trends in Investing Survey”. The survey includes responses from over 300 advisors of various backgrounds and shows advisor data on investments used, diversification, asset allocation, rebalancing and...
Topics: Economy and Investing, Yeske Buie in the Media

Last week, Elissa and Dave participated in the FPA Annual Conference, the largest gathering of CFP® professionals and thought leaders in financial planning. At the conference, Elissa spoke on a panel to discuss best practices for internships and Dave spoke on a panel to discuss…

Topics: Yeske Buie in the Media