Financial Planning Evangelist
SF and DC
Joined September 2011
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Policy-Based Financial Planning as Decision Architecture youtu.be/w4zSFFgwjXg
Just watched @SecScottBessent call @realDonaldTrump “the most economically sophisticated president in a hundred years” on @CNN
Dave Yeske, CFP® retweeted
🌟 Congratulations to Sydney Woodward of @YeskeBuie, winner of The @osaic_inc Award for NextGen Advisor of the Year at #INAwardsUS 2025!
Her innovation, leadership, and passion for client service are setting the tone for the future of financial advice.
hubs.la/Q03tfKHK0
JFC! This is why I moved here!
Made me cry. Bigly.
Living in SF Means… thebolditalic.com/living-in-…
Great article on the imperative to integrate the worlds of practice and academia! financialplanningassociation… @fpassociation @FPAJournal @AndrusDandrus
I don’t always agree with Bret Stephens, but to this eloquent and moving paean to “Real America,” I say AMEN! nytimes.com/2025/04/08/opini… via @NYTOpinion
Dave Yeske, CFP® retweeted
President Trump’s tariffs are a capricious, destructive and dumb use of American power.
His 19th century fantasy might well end up dragging America back to what it was then — a poorer country marginal to the great currents of global economics and politics.
My take:
Dave Yeske, CFP® retweeted
Less than three months ago, Jamie Dimon on Trump's tariffs: Probably no big deal. "Get over it."
Now: Oops.
We need better capitalists.
cnn.com/2025/04/07/business/…
The Spectacular Economic Ignorance of Peter Navarro cato.org/commentary/spectacu… via @CatoInstitute
What do you think, run the course again? linkedin.com/pulse/ggu-short…
I live on Nob Hill and have been asking this question for sometime. And I call bullshit if any city officials try to claim a high per capita number of cans for a major city. I visit probably 10 major American cities every year and none offer so few cans sfstandard.com/2025/01/31/tr…
Here’s how perverse @Apple has become: if I buy a film via the AppleTV box, it asks me for 20 forms of security verification EVERY TIME. If I buy the same film via the AppleTV app on my smart TV, no issue, no extra verification, nothing. Is Apple trying to kill their little box? Serious question.
Watching Trump at the Chicago Economic Club (@EconClubChi) and, based on audience reactions, the members are all economic illiterates. Sad.