Firm News & Events

Last week, the Yeske Buie team from both offices gathered for our semi-annual staff retreat in Hume, Virginia. The team spent the retreat not only enjoying our time together, but also working on communication exercises and ensuring total alignment of personal and professional actions with…

This week, members of our Financial Planning Team in San Francisco attended the Financial Planning Association’s NorCal Conference. The conference has a national reputation for hosting knowledgeable and inspirational speakers and provides quality networking opportunities for those financial professionals who choose to attend. Among the…

This August, Schwab will implement a new statement schedule which will change the frequency of statement delivery. Starting with July 2016 statements (which would be received in early August), Schwab will only send monthly statements for accounts with “qualifying activity” in that month; accounts that…

Last week, five members of Yeske Buie’s Financial Planning Team attended and presented at the Financial Planning Association’s annual retreat. The theme of this year’s retreat was built around Advancing the Art and Science of Financial Planning through Storytelling. Yeske Buie shared stories focused on…

At the beginning of a new year, it is not uncommon for companies to participate in visioning exercises to set goals for the next twelve months and to generate hope and excitement to tackle the year ahead. In fact, this practice corresponds well with the…

InvestmentNews has named Elissa Buie to its inaugural Women to Watch list for 2015. They launched the list to honor female advisors and industry executives for what they are doing to elevate the financial advice industry. The initiative is not about assets under management, titles,…