Financial Behavior: Players, Services, Products and Markets

Yeske Buie in the MediaPosted on May 26th, 2017No Comments

SAN FRANCISCO, Ca., May 25, 2017/PRNewswire/ — Oxford University Press has just published the seventh book in the Financial Markets and Investment Series, Financial Behavior: Players, Services, Products, and Markets. Elissa Buie, CFP® and Dr. Dave Yeske, CFP® of Yeske Buie contributed chapter fifteen of the new text entitled “Psychological Aspects of Financial Planning”. As a whole, the book offers a different way of looking at financial and emotional well-being and processing beliefs, emotions, and behaviors related to money. Yeske and Buie’s chapter, specifically, addresses several dimensions of financial planning including the history and development, strategic components related to Client trust and commitment, knowledge and evidence-based financial planning®, and the behavioral dimension of the profession.

Those in the financial services industry agree that the book is an invaluable resource on the topic of behavioral finance. Gregg S. Fisher, CFA, CFP®, Founder and Head of Quantitative Research and Portfolio Strategy said of the text, “Financial Behavior provides a fine overview of the latest research and thinking from the evolving field of behavioral finance, with great value for audiences ranging from students and academics to investors and financial professionals.” Paul Bennett, PhD, CFP®, author of The Money Navigator: The Essential Guide to Living Your Ideal Financial Life echoed these sentiments stating, “Baker, Filbeck and Ricciardi have provided a de facto must-read for anyone who is interested in better understanding human behavior and its resultant impact on financial planning and investing.”

The book is now available on Amazon.com.

About Elissa Buie, CFP®

Elissa holds an MBA from the University of Maryland and a BS in Commerce from the University of Virginia. She has been practicing financial planning for over three decades and she has been deeply involved in the development of the financial planning profession. Elissa is the CEO of Yeske Buie and a past-chair of the Foundation for Financial Planning. She is also a past-chair of the Financial Planning Association (FPA), a Dean in FPA’s Residency Program, and a Distinguished Adjunct Professor in Golden Gate University’s Ageno School of Business. Elissa has been named as a top advisor by Worth and Washingtonian magazines and Bloomberg Wealth Manager, and was named to InvestmentNews’ Women to Watch list in 2015. In 2013, Elissa was awarded the prestigious P. Kemp Fain, Jr. Award, the Financial Planning profession’s equivalent of a lifetime achievement award. She has been quoted in The Wall Street Journal, Washington Post, and Business Week, has made appearances on The Today Show, NBC News, and CNBC, and has been published in the Journal of Financial Planning.

About Dave Yeske, CFP®

Dave holds a doctorate in finance from Golden Gate University, as well as an M.A. in Economics and a B.S. in Applied Economics from the University of San Francisco. Dave is Managing Director of Yeske Buie, a Dean in the Financial Planning Association’s (FPA) Residency Program, and holds an appointment as Distinguished Adjunct Professor in Golden Gate University’s Ageno School of Business where he is also the director of the University’s financial planning program. He is a past-chair of the Financial Planning Association, and also chaired FPA’s PAC, Research Center Team, and Academic Advisory Council. Dave is the Practitioner Editor of the Journal of Financial Planning and has been published in the Journal multiple times. He has been quoted in The Wall Street Journal, The New York Times, and The San Francisco Chronicle, and he has written feature articles for Research Magazine, San Francisco Magazine, and The Journal of Retirement Planning.

Learn more about Elissa and Dave.

SOURCE – Yeske Buie

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“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