At the beginning of next year, two stalwart planners who built their registered investment advisory firm and shaped countless financial advisors’ careers will step down from their roles.Processing ContentElissa Buie and Dave Yeske, spouses who are the founders of Vienna, Virginia- and San Francisco-based RIA firm Yeske Buie, will hand the reins of the firm to its three partners: Yusuf Abugideiri, Lauren Stansell and Lauren Mireles, the firm said last month. The company calls the three successors its “C3Os.” Besides the change at the top, the company will alter its name in January to YESKEBUIE, which it described as “turning what…
Author: awais.host01
What will really determine whether your firm has success using AI or any technology is whether employees and advisors trust the way these tools are explained, implemented, and managed.
Your real estate agent is ignoring you and not sending you deals. You told them you’re interested in investing, but they’re leaving your texts on “read.” This happened a lot to Dave and Henry until they started saying the right thing to agents. Now, they have more investing opportunities than they can handle.What’s the secret to landing an agent who will put you first? They’re sharing the tactic today.We’re back, taking questions from the BiggerPockets Forums, helping you invest in real estate wherever you are. Speaking of locations, an investor is worried about this “big city” they’re about to invest…
If you have the Citi Strata Elite℠ Card, you may be wondering about one of the card’s perks: an annual credit toward Blacklane purchases. Blacklane is a luxury chauffeur company that operates in over 60 countries and helps connect travelers with local chauffeur services. The company offers a variety of services, including airport transfers and city-to-city rides.Holders of the Citi Strata Elite℠ Card receive up to a $200 annual credit for Blacklane. From January through June, you can get up to $100 off a Blacklane ride; you’ll receive a second $100 credit for a ride between July and December. If…
(Image credit: Getty Images)With just days left before Christmas, you’re running out of time to find gifts for those hard-to-shop-for names on your list – the coworker you drew for Secret Santa that you hardly know; the second cousin twice removed that just decided they’re coming for Christmas this year; the grandkid whose interests seem to change overnight.Whatever the reason you’ve been procrastinating on those last few gifts, there’s no need to panic. While you might miss the holiday shipping deadlines for the post office, many retailers still offer fast, free shipping (for members, at least) that will get your…
There’s blood on the crypto streets, and Cathie Wood has decided to buy. Cathie Wood’s ARK Invest (Nasdaq: ARKK) bought $59 million in crypto-related stocks on December 15, doubling down on its “buy the dip” approach as market sentiment weakened. According to ARK’s daily trade disclosures, the company added heavily… Continue reading Cathie Wood’s ARK Buys $59M in Crypto Stocks During Market Slump The post Cathie Wood’s ARK Buys $59M in Crypto Stocks During Market Slump appeared first on ValueWalk.
The One Big Beautiful Bill Act will be rippling across financial plans for years to come, but that giant tax legislation represents only one aspect of a bigger trend in wealth management.Processing ContentAnd that’s the continuing adaptation of tax planning and other related services, technology and strategies to investment portfolios and wealth management. Despite the basic connection between those two fields and the fact that wealthy clients have benefitted from the combination of them for decades under the single roof of private banks, family offices and advisory firms with dual qualifications in taxes and wealth, some financial advisors may still…
LPL Financial explores trending retirement policy shifts topics, including Trump Accounts and private equity’s expanding role in 401(k)s.
In This Article Home prices reached an all-time high in early 2025, only to dip, recover, and return to almost exactly where they started. Nationwide, Zillow forecasts home prices will rise a modest 1.2% in 2026. But all real estate is, of course, local, and national trends conceal huge discrepancies in local markets. So which cities does Zillow forecast to see the largest gains and losses in 2026? What trends underlie those movements? And how am I investing to capitalize on these trends? Top 10 Cities for Projected Gains Looking at the latest 12-month home price projections from Zillow, the…
(Image credit: Getty Images)Two of the three main U.S. equity indexes opened higher on Wednesday before rotation out of tech-related names resulted in a broader downturn. Skepticism about hyperscaler spending was reflected in the Dow Jones Industrial Average and the S&P 500 even before they joined the Nasdaq Composite in the red before noon as selling pressure took down more sectors and stocks.Nvidia (NVDA, -3.8%), the leader of the AI revolution, gapped down early and was joined by all of its Magnificent 7 peers in posting losses as investors, traders and speculators continue to scrutinize capex plans and future profitability.…