Archive for Firm News & Events

Meet the Team: Daniel Tripp

Firm News & Eventson July 11th, 2017No Comments

Daniel Tripp joins the Yeske Buie team in our fourth class of Financial Planning Residents. He is a recent graduate from Golden Gate University’s (GGU) Financial Planning program and earned GGU’s Outstanding Master’s Degree Student Award for the Financial Planning Department for the 2017 graduating class. Dan is an active member of the Financial Planning Association of San Francisco and serves on the NexGen committee, volunteering at various events including the San Francisco Financial Planning Day. He is also a Veteran of the United States Air Force with 12 years of military service. He has been with the Yeske Buie team for about six weeks and has already been contributing in ways that impact Yeske Buie’s Clients.

In this piece, Dan shares more about his interests in Financial Planning and goals in helping Yeske Buie’s Clients.

How do you see your role as a Financial Planning Resident and what do you hope to accomplish during your time as a Resident?

As a Financial Planning Resident, I feel my role is to assist Clients by helping the financial planning team with whatever support is needed so that Clients can have financial peace of mind that all their needs are taken care of. During my time as a Resident, I hope to learn the core functions needed to be successful in the Financial Planning profession and to develop a deeper understanding of the profession as a whole. I also hope to get an opportunity to help Clients continue on their path to financial success. Finally, I hope to expand on the knowledge I gained during my formal education and build the skills necessary to truly be successful at severing Clients.

What aspect of Financial Planning intrigues you the most and why?

What first intrigued me most about Financial Planning was the investing aspect of the profession. In my view, investing is a tool that when utilized effectively has a tremendous impact on people’s lives. However, while studying for my master’s degree at Golden Gate University, I realized financial planning is more than just investing. Financial planning is a holistic activity that encompasses many aspects of people’s lives. This holistic view of financial planning is what intrigues me now and keeps me motivated to increase my knowledge within the practice and profession.

What has been your favorite project at Yeske Buie, so far?

While I have not been on the team long, so far, I have enjoyed all things to do with Estate Planning. I find it interesting to dig into estate documents to try to understand how the different pieces fit together with the ultimate goal of ensuring the Clients’ estate planning objectives are met. I’ve already had an opportunity to review and build an estate flowchart from scratch and complete the associated estate tax calculations. This experience provided me with an excellent learning opportunity and allowed me to broaden my estate planning skills. With this knowledge, I will be better able to support the Yeske Buie team and serve our Clients.

What Yeske Buie worldview aligns with you most and why?

I feel that Yeske Buie’s worldview of Learn Big aligns with me the most as I truly believe learning fuels potential and that everything is done through the exploration process of learning. For example, it is my view that you can’t have a limitless vision for your life – how Yeske Buie defines Live Big – without learning about yourself first. Similarly, you aren’t able to fully see the world through someone else’s eyes – how Yeske Buie views Client Big – until you have learned to be empathetic. And lastly, you can’t share unconditionally – the premise behind Yeske Buie’s worldview of Give Big – without experiencing all the impacts of sharing first hand.

What might someone be surprised to know about you?

Back in the day, when I was a child, I watched the familiar movie, Jaws. Because of that film, I developed a fear of sharks! To overcome this fear, I went Great White Shark cage diving off the Farallon Islands in San Francisco and while under water saw two massive female Great Whites! I like to believe that it is through facing our fears that we learn and grow and I realized to overcome my fear of sharks I needed to confront that fear. I feel lucky and blessed that I had an opportunity to peer into world of these special animals.

What is one of your Live Big® goals?

I would love to be in position to travel the world for an entire year, spending a month or so in each place I visited. I like to spend my free time traveling, being outdoors as much as possible, exercising, and spending time with my wife and dog. While I wait for the opportunity to travel the world, I satisfy these interests by exploring the many different attractions in San Francisco and northern California.

You’re Invited to Our Special Event in San Francisco

Firm News & Eventson July 10th, 2017No Comments

Explore the Possibilities: The Evolution of Investing

A Social Gathering with Special Guest Speaker, Apollo Lupescu, PhD

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WEDNESDAY, AUGUST 16, 2017

6:00pm – 9:00pm

Presentation at 7:00pm

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Park Central Hotel

50 Third Street, San Francisco, CA

Complimentary Valet Parking Available

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Click Here to RSVP Today!



The Evolution of Investing by Apollo Lupescu

Over the years, academic research has challenged many conventional assumptions about investing. Through the use of stories and analogies, this presentation explains the differences between traditional, predictive investment approaches and an alternate method based on market pricing, asset class behavior, and other evidence-based principles.

Apollo D. Lupescu, PhD, Vice President
Dimensional Fund Advisors

Apollo D. Lupescu is vice president at Dimensional Fund Advisors, where he started in 2004 after finishing his PhD in economics and finance at the University of California, Santa Barbara. During his tenure at the firm, Apollo has gained experience in a wide variety of practical subject matters. He was part of the Dimensional Investment Strategies group, worked directly with financial advisors in the Northeast area assisting in the development of their business, managed the internal Client Services team that provides broad analytical support, and then oversaw the firm’s national advisor retirement business. He is currently Dimensional’s “secretary of explaining stuff.” In this role, he frequently presents around the country and the world at financial advisor professional conferences and individual investor events.

Prior to joining Dimensional, Apollo had his own consulting firm, which provided services to the US Department of State and the White House on a variety of projects. His interests in finance and investments led him to teaching engagements at the University of California, Santa Barbara. In addition to his PhD from UCSB, Apollo has a BA from Michigan State University, where he competed in and coached water polo.



Delightful Hors D’Oeurves and Tantalizing Sweet Treats

  • Chicken Dumpling with Spicy Chili Sauce
  • Vegetable Spring Roll with Cilantro Lemongrass Chili Sauce
  • Niman Beef Slider with Sweet Pickle and Buttermilk Aioli
  • Crispy Fried Falafel with Tahini Sauce
  • Smoked Salmon Skewer with Dill Creme Fraiche and Crispy Fried Capers
  • Marinated Tomato Mozzarella and Basil Pistachio Pesto
  • Global Cheese Board
  • Assorted Crudite Station

Click Here to RSVP Today!

Elissa Buie Receives Lifetime Achievement Award

Firm News & Eventson June 15th, 2017No Comments

Written By: Lauren Mireles, RP®

Earlier this month, Elissa was honored with the Lifetime Achievement Award from the Financial Planning Association’s National Capital Area chapter. The award recognizes an individual who was nominated by the local FPA community for their outstanding contributions to the profession. After the nominations were received, an Award Selection Committee evaluated each candidate based on the following criteria:
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  • Tenure with the FPA or predecessor organizations (IAFP, ICFP) for 10 years or longer.
    • Elissa played a significant role in merging the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP) to form the Financial Planning Association. She is also a past Chair of the Financial Planning Association and is a Dean for the FPA’s Residency Program.
  • Recognized for service to the profession.
    • Elissa sits on the Board of Trustees and is a past Chair of the Foundation for Financial Planning, a pro-bono organization that has provided more than $6.2 million in grants to local, regional, and national nonprofits to support programs that link financial planners to people in crisis or need.
  • Involvement in local or national organizations.
    • Elissa has long been recognized for her contributions as a thought leader to the advancement of the profession through her writing, presenting, and teaching. Elissa’s written contributions have been published in The Journal of Financial Planning, the CFP Board’s Financial Planning Competency Handbook, Oxford University Press’s Financial Markets and Investment Series, and more. Additionally, she holds an appointment as Distinguished Adjunct Professor in Golden Gate University’s Ageno School of Business, where she and Dave co-teach the capstone Cases in Financial Planning course.

Congratulations, Elissa!

The emphasis for Elissa has been and always will be on giving back to others. When she received the award, she said, “You are not a profession until you give back through pro bono”.

Elissa received the award at the chapter’s annual Spring Symposium. In support of this special honor, the entire Virginia Financial Planning Team attended the event. Pictured from left to right is Daniel Tripp, Lauren Grove, Yusuf Abugideiri, Dave Yeske, Elissa Buie, Ryan Klemm, Cole DeLucas, and Ryan Rasmussen.

A Special Event – A World of Opportunity: The Evolution of Investing

Firm News & Eventson May 18th, 2017No Comments

Summary By: Lauren Mireles, RP®

We’d like to extend a warm thank you to all those who attended our special event this Wednesday! Our team enjoyed insightful conversations, delicious hors d’oeuvres and sweet treats, and a fabulous presentation from DFA’s “Secretary of Explaining Stuff” who lived up to his title. Apollo’s presentation answered questions from the audience on active vs. passive management, the current global economy, and more. We’ve put together a small gallery of photos from the event below. We hope our guests enjoyed the evening as much as we did and to those who were unable to attend, we hope you will save the date for a similar event we will be hosting in San Francisco, CA on August 16th – stay tuned for details!

The stage was set for our presentation discussing the world of opportunity with investing.

Elissa and Dave extend a warm welcome to our guests and a sincere thank you for the relationships we have with all of our guests, Clients, and Allied Professionals.

Dave introduces our speaker. Apollo Lupescu, Dimensional’s “Secretary of Explaining Stuff”.

Apollo used drawings to help explain investment concepts – it’s easier to identify the patterns of a school of fish than those of individual fish.

Apollo also discussed returns and DFA’s approach to managing risk.

A lovely display of treats was enjoyed following the presentation to end the night with a sweet note.

The Journey to CFP® Certification: Congratulations, Camille!

Firm News & Eventson May 18th, 2017No Comments

Quotes By: Camille Bouvet, CFP®

After years of hard work and dedication, we are very proud to announce that Camille Bouvet, Financial Planning Resident in our San Francisco office, became a CERTIFIED FINANCIAL PLANNERTM  professional on Tuesday, May 15th. After learning that she had officially received the certification, we asked Camille to describe her journey to CFP® certification; the words learn and priorities resonated with her the most.

Learn

While studying for the exam, I had to engage in structured, routine learning in pursuit of retaining information and performing on exam day. Upon completing the exam, the learning shifted to experiencing. Stubbornly, I realized that the CFP® credentials were not earned simply because I passed the exam and that the 4,000 hour requirement is enforced for good reason – becoming a proficient financial planner requires learning by experiencing because it’s how we tend to learn best. It dawned on me that as a financial planner, we are always learning because we are constantly optimizing and strategizing as the economic and legislative landscape shifts and as our Clients’ needs evolve.  I then started to change my perspective when it came to challenges at work. It became easier to push through frustration when attempting a new task because I knew that in the grand scheme of things, I was going to learn something that would help me become the aspirational financial planner I’ve been working towards. Furthermore, I realized how lucky I was to be in the hands of some of the best financial planners in the country who could give me the feedback I needed. Four thousand hours later, I don’t think I can remember a single question that was asked on the exam but I continue to recall dozens of real-life client examples that allow me to make the best decisions in servicing our Clients.

Priorities

I chose to take the exam right after college because the “study muscle” was still strong and it would be easier to stay focused while I was new to San Francisco. After deciding I was committed to passing the exam in November 2015, I knew I had only so many hours in the day to juggle everything outside of studying and work. The pressure I put on myself to pass the exam forced me to prioritize and taught me a lesson in trade-offs. I knew I had to put other endeavors on hold during the study period – social events, sunny Saturdays during September in San Francisco (my favorite time of the year!), training for a new distance, and travel. In lieu of this freedom, I relied on exercise as a way to sustain the energy and enthusiasm in balancing it all. To my delight, my lifestyle actually became simpler and decisions were easy to make because I really only had time for three things: work, study, and exercise! And the rewards for having paid a short-term cost for a long-term benefit have been completely worth it.

I’m so grateful for the opportunity to earn these credentials. Yeske Buie has been an incredible guide while our Clients have given me the chance to do quality financial planning.  Thank you!

To obtain certification, a planner must have satisfied the CFP Board’s “Four E’s” – Education, Examination, Experience, and Ethics. Specifically, candidates must hold a bachelor’s degree and must have completed a CFP Board-approved education program covering 78 financial planning topics. Camille earned her degree in Applied Economic Management as part of Virginia Tech’s CFP® Certification Education Track. After the education requirement is complete, candidates sit for an 6-hour, 170 question exam which Camille passed in November 2015. With the examination requirement complete, candidates must then accumulate three years of full-time practice experience (two years if under the direct supervision of a CFP® practitioner) and complete an ethics certification, which includes an inquiry into the candidate’s background and agreement to adhere to the CFP Board’s Code of Ethics. To maintain certification, a CFP® professional is required to complete at least 30 hours of “Continuing Education” credits every two years.

You’re Invited to Our Special Event

Firm News & Eventson April 3rd, 20173 Comments

A World of Opportunity: The Evolution of Investing

A Social Gathering with Special Guest Speaker, Apollo Lupescu, PhD

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WEDNESDAY, MAY 17, 2017

6:00pm – 9:00pm

Presentation at 7:00pm

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Hyatt Regency Tysons Corner

7901 Tysons One Place, McLean VA

Complimentary Valet Parking Available

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Click Here to RSVP Today!



The Evolution of Investing by Apollo Lupescu

Over the years, academic research has challenged many conventional assumptions about investing. Through the use of stories and analogies, this presentation explains the differences between traditional, predictive investment approaches and an alternate method based on market pricing, asset class behavior, and other evidence-based principles.

Apollo D. Lupescu, PhD, Vice President
Dimensional Fund Advisors

Apollo D. Lupescu is vice president at Dimensional Fund Advisors, where he started in 2004 after finishing his PhD in economics and finance at the University of California, Santa Barbara. During his tenure at the firm, Apollo has gained experience in a wide variety of practical subject matters. He was part of the Dimensional Investment Strategies group, worked directly with financial advisors in the Northeast area assisting in the development of their business, managed the internal Client Services team that provides broad analytical support, and then oversaw the firm’s national advisor retirement business. He is currently Dimensional’s “secretary of explaining stuff.” In this role, he frequently presents around the country and the world at financial advisor professional conferences and individual investor events.

Prior to joining Dimensional, Apollo had his own consulting firm, which provided services to the US Department of State and the White House on a variety of projects. His interests in finance and investments led him to teaching engagements at the University of California, Santa Barbara. In addition to his PhD from UCSB, Apollo has a BA from Michigan State University, where he competed in and coached water polo.



Delightful Hors D’Oeurves and Tantalizing Sweet Treats

  • Jamaican Jerk Chicken Skewers with Mango Sauce
  • Local Wild Mushroom Tart
  • Crisp Vegetable Spring Roll with Ginger Soy Sauce
  • Ginger-Sherry Marinated Beef Satay with Miso Vinaigrette
  • Smoked Salmon, Cucumber, and Fresh Dill on Rye Toast
  • Jumbo Lump Crab and Lemon-Dill Cream on an Old Bay Potato Chip
  • Regional Artisan and Farmhouse Cheeses
  • Assorted Crudite Station
  • A Lavish Display of Fresh Prepared Pastries including Pecan Tarts, Hazelnut Crunch Bar, Cherry Cheesecake Bites, Citron Tarts, Espresso Chocolate Bars and Pineapple-Banana Miniature Gateaux

Click Here to RSVP Today!

Around the World in 60 Minutes

Economy and Investing, Firm News & Events, Webinarson March 24th, 2017No Comments

The world is in a rare state of flux, with a populist, anti-trade president newly installed in the White House, and populist, anti-EU parties on the rise all across the European continent. Economic conditions in the US and abroad, meanwhile, are showing positive trends, but it’s still to be seen whether the Federal Reserve and European Central Bank can successfully walk the thin line between growth and inflation. In this one hour trip around the world, we share our analyses and recommendations for weathering whatever may come.

(Click the bracket icon in the bottom right corner of the video to enlarge)

ADDITIONAL MATERIALS:

A High Degree of Congratulations

Firm News & Eventson January 11th, 2017No Comments

Yeske Buie is pleased to share that Yusuf Abugideiri, Senior Financial Planner in our Vienna office, has earned his Master’s in Economics from George Mason University.

From the program, Yusuf gained a better understanding of how the economic way of thinking plays out in the decision-making process at the individual level and also developed a further appreciation for the grounded, evidence-based approach Yeske Buie takes in helping our Clients make good financial decisions. Reminiscing on his studies, Yusuf shared, “My favorite classes were the ones that centered on the analysis of the economic way of thinking. We covered concepts like the difference between Type 1 and Type 2 coordination, consumption-smoothing in a two-period model, and opportunity cost in my Microeconomics and Game Theory classes”.

Yusuf with Elissa and Dave after the graduation ceremony.

Yusuf and his proud wife Maegan are all smiles after Yusuf’s graduation.

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After completing his final class, this chapter of Yusuf’s educational journey ended with a wonderful graduation ceremony surrounded by the support of family and friends including Elissa and Dave. Yusuf shared three words to describe the feeling of graduation.

Humility: After spending five years on this journey, I have learned that what I don’t know dwarfs the knowledge I’ve obtained.

Gratitude: I would not have been able to graduate without the support of Dave and Elissa, the rest of the Yeske Buie team, my wife and the rest of my family and friends.

Freedom: I have more control over the information I choose to consume going forward, and I’m excited to put the skills that I sharpened in school to the test.

With his newfound free time post-graduation, Yusuf plans to read a new book each month and share it with someone in his life. He explained, “This plan is meant to serve two purposes: to continue to build on the knowledge I’ve gained, and to create opportunities to connect with people about new ideas.”

Congratulations, Yusuf!

Read posts from Yusuf:

Will the Trump administration be GREAT for your finances?

Economy and Investing, Firm News & Eventson December 15th, 2016No Comments

As Inauguration Day nears, the following questions may be on your mind. What impact will the new administration’s proposals have on the economy and the markets? How will rising interest and inflation rates impact your finances? What will happen to markets outside the US? And what about Social Security and Medicare? We invite you to join us on Wednesday, January 18th at 11:00am PT / 2:00pm ET as Dr. Dave Yeske hosts a free live webinar where you will learn:

  • What actions to take now to build more resilience into your financial affairs.
  • Strategies for dealing with rising interest rates.
  • How to plan for coming changes in the tax and estate laws, and more!

Register for the webinar today using the link below and if you have any friends, family, or colleagues who may find this seminar valuable, please feel free to share the link with them!

Will the Trump Administration be GREAT for your Finances?

The Season of Giving

Firm News & Eventson December 14th, 2016No Comments

Yeske Buie has a worldview to Give Big and everyone on our team embodies Give Big in their own unique capacity – volunteering with charitable organizations, giving back to the Financial Planning profession and more. Inspired by the season of giving, Elissa and Dave generously invited the team to select a handful of toys for donation. The Mills Building, where the San Francisco office is located, hosts an annual toy drive to benefit children in need through the San Francisco Firefighters Toy Program. Each member of the team selected one or two gifts to donate to the toy drive in the hope of bringing a little holiday happiness to local families in need.

The Yeske Buie Team is all smiles as they prepare to drop off toys to the San Francisco Firefighters Toy Program.

The gifts the team selected included a toy cash register, baby dolls, super hero capes, board games, Legos, reading materials and more! Spoken as a true financial planner, Zach Bennedsen selected the toy cash register because “it’s never too early to start learning about personal finance!” Others selected toys with personal, sentimental meaning. Camille Bouvet chose baby dolls because she believes “playing with dolls has a way of bringing out the best character in children and there’s something timeless about the toy.” Beyond the toys themselves, the team agreed that it is the opportunity to give, especially around the holiday season, that brings them joy. Ryan Klemm shared, “The importance of giving during this time of year is to recognize that others may not be as fortunate as you. Having the chance to spread happiness through giving back to others is something that I feel grateful to participate in.” Mila Lavoie echoed Ryan’s sentiments expressing, “I wish I was able to give more over the holidays, but we all do what we can. I feel grateful to Yeske Buie for allowing me to Give Big, beyond what I could do on my own!”

The Mills Building’s Annual Toy Drive Drop Off Tree and Barrel


“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson