Wise Goals Start with Whys
 Since a young age, we’ve all been taught to establish goals. However, it’s often the case that we measure our “success” on expectations or the lives of others and we forego defining meaningful goals for ourselves. At Yeske Buie, our Client relationships are built around our talent for thinking creatively to help our Clients recognize their unique goals and use their resources to support a full, abundant life. The “why” of a goal is the foundation, the journey, and the destination and pursuing your goals on any other foundation risks pursuing a vision that is not authentic to your future ideal self. Read on to learn more about why wise goals start with whys.
|
|
|
TYPE
IMPORTANT: Changes to Schwab’s Statement Schedule
Starting with July 2016 statements (which would be received in August), Schwab will send monthly statements only for accounts with qualifying activity and accounts that do not have qualifying activity will receive statements on a quarterly basis. Schwab defines qualifying activity as transactions including deposits, withdrawals, trades, and stock dividend distributions and re-investments.
Yeske Buie, however, will continue to post monthly reports to your Client Private Page® where you can access your account balances and performance information. If you would like to continue to receive monthly Schwab statements regardless of qualifying activity, please contact Dorothy Navales and she will contact our service team to make the request. Learn more about this change on our website and feel free to contact us with any questions.
|
| TYPE |
|
TYPE
Yeske Buie Learns Big at FPA NorCal
 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, one of which was Dr. Dave Yeske. In addition to Dave’s presentation, the conference was home to nearly forty different sessions. Our team members, always eager to Learn Big, shared their thoughts and learning moments from their favorite sessions. Read on for pictures, insights, and examples of the conference learnings the team can promptly implement.
|
| TYPE |
|
TYPE
Save the Date: Yeske Buie Spring Open House!
 We hope you will join the Yeske Buie Team for our Open House in our Vienna, VA office on Thursday, June 9th from 4:30 – 6:30pm. The Open House will feature several of Elissa and Dave’s favorite wines, live music from a string duo, and delicious appetizers from Purple Onion Catering. You can find this year’s menu, information on our live musicians, and more on our website.
|
| TYPE |
|
TYPE
Tax Return Request
 We have requested to receive a copy of your 2015 Federal and State returns to help us better serve you throughout the year. We are best able to perform tax related analysis with your most current tax return. If you are unable to send the entire document due to it’s length, please send the 1040 and all Schedules. You may send the documents to us using any of the methods described here.
|
| TYPE |
|
