Recent Commentary

TheLiveBigWay® Digest – A Stiff Drink or A Good Novel

TheLiveBigWay® Digeston November 3rd, 2016No Comments

Fear and Loathing on the Campaign Trail

vote-2016-cropped2Although we’ve borrowed our title from Hunter S. Thompson’s book of essays on the 1972 presidential race, we’re here not to comment on Nixonian high jinks but on the closing days of the present contest. Fear and loathing seems an appropriate description of the public mood as we enter the final four days before that blessed release from our collective misery. As usual, the financial markets, ever sensitive to the public mood, have begun to vibrate in sympathy with ubiquitous anxiety. Which raises the inevitable question: what, if anything, should we do now, on the eve of the election? We recommend you reach for a stiff drink, a good novel, or a sappy movie, but leave the portfolio alone.

 TYPE 

TY

Student Loan Starting Line 

college-savings-planFor many new college graduates, the following story may sound familiar… You did it! You reached the pinnacle of academic success your teachers and parents have been preparing you for. Infinite paths are laid out in front of you and you have full control over which path you take. You begin to analyze where each path takes you and can’t help but to notice a heavy financial weight. That anchor is the existence of student loan debt. Today, in an effort to to encourage you to be the captain of your finances, we share our thoughts on the ever-becoming standard presence of student loan debt and how to live with that debt in ways which will not hinder your financial and life decisions.

  TYPE 

TY

Congratulations, Lauren and Eli!

lauren-and-eli-2Lauren Vitt and her high school sweetheart, Eli Mireles, were married last weekend in their hometown of Pittsburgh, Pennsylvania. Lauren and Eli enjoyed a beautiful ceremony and a fun-filled reception at the National Aviary. Today, we share a few pictures of the joyful newlyweds and their unique, avian guest. And, as we celebrate the newly married couple, we are reminded of the important financial conversations that help form the foundation of a strong marriage; read on for Money Tips for the Newly Married.

   TYPE 

TY

You’re Invited: Yeske Buie’s Fall Open House

high-quality-open-houseWe hope you will join the Yeske Buie Team for our Open House in our San Francisco, CA office on Thursday, November 17th from 4:30 – 6:30pm. The Open House will feature delicious appetizers from Certified Master Chef Sean Andrade, several of Elissa and Dave’s favorite wines, and live music by Bay Area Strings. You can find this year’s menu, information on our musicians, and more on our website. Please email Cristin Etheredge your RSVP today!

  TYPE 

TY

Referrals are the Greatest Compliment

Clients and referral sources have often told us that they hesitate to make a referral because they don’t know if friends, relatives, or coworkers meet our minimums or would otherwise be a good fit. Our message is that we are financial planning evangelists and would like to see everyone who seeks advice find a competent, ethical financial planner. Thus, we’re happy to talk to ANYONE who is referred to us and if, for whatever reason, we find that we’re not a good fit, we will work to match them up with an experienced financial planner who is.

If you know someone who may be interested in talking with us, please ask them to contact Lauren@YeBu.com or send Lauren the individual’s name and contact information so we may connect with them to set-up an initial meeting. We thank you for the continued trust you show in us by referring your friends, family, and colleagues so that we can help them to harness their financial resources to pursue exquisite, fulfilling lives.

   TYPE 

TheLiveBigWay® Digest – Behind the Scenes

TheLiveBigWay® Digeston October 19th, 2016No Comments

Behind the Scenes: Client Security

2016-10-18-cyber-securityIt seems like every few days there is a new headline about the latest major security breach or hack of personal information – one of the most recent being the breach of over 500 million Yahoo accounts that compromised personal data including names, email addresses, phone numbers, and more. It’s the current, and unfortunate, nature of our society. Luckily, there are many steps you can take in an effort to secure your data. And there are additional steps we take every day on your behalf to ensure the security of your personal information and your money. Read on to learn more about the efforts Yeske Buie goes through to protect you, your personal information and your money.

 TYPE 

TY

Meet the Team: Ryan Klemm

Klemm_9696Yeske Buie is pleased to have Ryan Klemm join our team as a Financial Planning Resident. Ryan began his three-year residency with us in July, embracing Yeske Buie’s boot camp training first in Virginia and then in San Francisco. Born and raised in the DC Metro area, Ryan is now settling in well to our Vienna, Virginia office. To help you learn more about Ryan, we offer Meet the Team: Ryan Klemm where he shares insights into his time at Yeske Buie thus far and some goals he has as a Financial Planning Resident.

  TYPE 

TY

You’re Invited: Yeske Buie’s Fall Open House

high-quality-open-houseWe hope you will join the Yeske Buie Team for our Open House in our San Francisco, CA office on Thursday, November 17th from 4:30 – 6:30pm. The Open House will feature delicious appetizers from Certified Master Chef Sean Andrade, several of Elissa and Dave’s favorite wines, and live music by Bay Area Strings. You can find this year’s menu, information on our musicians, and more on our website. Please email Cristin Etheredge your RSVP today!

 

   TYPE 

TY

Where in the World is the Live Big® Glass?

wwlbg-compressedOur Live Big glass has become quite popular as it continues to travel around the country and around the world as part of our  “Where in the World is the Live Big Glass?” campaign. Our most recent pictures submitted by Clients and family highlight how Live Big® is embodied differently depending on each person’s interests and goals. We share two photos of the glass on different continents – Africa and Europe – and two photos of the glass being enjoyed by foodies in the US. If you have a picture showing how you Live Big with your glass, please feel free to send it to Lauren@YeBu.com and we will add it to our campaign.

  TYPE 

TY

Referrals are the Greatest Compliment

Clients and referral sources have often told us that they hesitate to make a referral because they don’t know if friends, relatives, or coworkers meet our minimums or would otherwise be a good fit. Our message is that we are financial planning evangelists and would like to see everyone who seeks advice find a competent, ethical financial planner. Thus, we’re happy to talk to ANYONE who is referred to us and if, for whatever reason, we find that we’re not a good fit, we will work to match them up with an experienced financial planner who is.

If you know someone who may be interested in talking with us, please ask them to contact Lauren@YeBu.com or send Lauren the individual’s name and contact information so we may connect with them to set-up an initial meeting. We thank you for the continued trust you show in us by referring your friends, family, and colleagues so that we can help them to harness their financial resources to pursue exquisite, fulfilling lives.

   TYPE 

TheLiveBigWay® Digest – An Atypical Retirement

TheLiveBigWay® Digeston October 6th, 2016No Comments

Remembering Gene Wilder 

way-to-success-on-the-red-carpetWhen a celebrity’s retirement or estate plan is discussed posthumously, it usually tells a cautionary tale about the consequences of poor financial and estate planning. We tend to use these stories to emphasize the importance of planning (even for celebrities who seem to “have it all”). This isn’t the case for the iconic actor and comedian, Gene Wilder, who recently passed away at 83 after his struggle with Alzheimer’s. In remembering his legacy, we learn that even non-celebrities have a lot in common with Wilder’s retirement.

 TYPE 

TY

Short Take: Do The Markets Fear Trump?

stock-market-quotesMany are predicting a rough time in the markets if Donald Trump is elected president. For instance, UMich economist Justin Wolfers published a piece in the New York Times where he predicted that stock markets would fall 10% – 12% if Donald Trump is elected. As a result of these predictions, trepidation is running high and we’ve received a lot of calls and emails from clients asking, “what if . . .” Read on for Dave’s answer to the question, “Do the markets really fear Trump?

  TYPE 

TY

Yeske Buie in the Media: Investor’s Business Daily Interviews Elissa Buie

"Recently, Elissa talked with a reporter from Investor’s Business Daily, Morey Stettner, for an article focused on the lifecycle of a financial planning firm. Elissa shared experiences including starting her own firm, important decisions she’s had to make, and other insights related to her experience building Yeske Buie. Today, we feature the interview between Elissa and Morey to share with you pieces from Elissa’s journey over her remarkable 33-year career.

   TYPE 

TY

Save the Date: Open House in San Francisco

high-quality-open-houseWe hope you will join the Yeske Buie Team from both offices for our Open House in San Francisco, CA on Thursday, November 17th from 4:30 – 6:30pm. The Open House will feature several of Elissa and Dave’s favorite wines, live music by a professional cellist, and delicious appetizers and sweet treats. Stay tuned to future Digests for the full menu and more and feel free to email Cristin Etheredge your RSVP.

  TYPE 

TY

Tax Return Request

American Flag at U.S. CapitolWith the majority of extension deadlines passed, we would like to remind you to please send us a copy of your 2015 Federal and State returns to help us better serve you throughout the remainder of 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 its length, please send the 1040 and all schedules. You may send us the documents using one of these secure methods.

   TYPE 

TheLiveBigWay® Digest – Supernatural Influences

TheLiveBigWay® Digeston September 21st, 2016No Comments

Supernatural Influences of Estate Planning 

ghost-moneyWith Halloween just around the corner, you may find yourself watching one of the many “reality” TV shows centered on hunting down supernatural influences. Whether or not you believe in the supernatural, one could argue that there is a tangible way for those who have passed to have an influence on the world of the living. Put away your proton pack; we’re not busting any ghosts here, we’re talking about estate planning. While it may not be as personal as a ghostly apparition, you can still help the ones you love, even when you’re not around, by electing beneficiary designations. Read on to learn more about beneficiary designations and their not-so-supernatural effect.

 TYPE 

TY

FAFSA: Forthcoming Adjustments Facilitate Student Advantages

student-loan-applicationWith the first day of Fall behind us, the back-to-school hype has dwindled and students are settling into a new year of classes. For high school seniors and their parents, however, a new hype is upon them: the college application process. Beginning October 1st, changes to the FAFSA process will be implemented to help align the financial aid process more closely with the admission process. We share more details on these important changes and we offer an expert’s opinion on why you should complete the FAFSA even if you don’t think you qualify for aid.  

  TYPE 

TY

Yeske Buie in the Media: FPA BE

yeske-buie-02Last week, Elissa and Dave participated in the FPA Annual Conference, the largest gathering of CFP® professionals and thought leaders in financial planning. At the conference, Elissa spoke on a panel to discuss best practices for internships and Dave spoke on a panel to discuss Retirement Realities and was a judge for an academic track jointly sponsored by the Academy of Financial Sciences and the Journal of Financial Planning. Both speaking engagements received media attention at the conference and today, we share the highlights of Elissa and Dave’s presentations.

   TYPE 

TY

Meet the Team: Zach Bennedsen

Bennedsen_9665Yeske Buie is pleased to have Zach Bennedsen join our team as a Financial Planning Resident. Zach started with the team in July and has been going through Yeske Buie’s intensive training program nicknamed, Boot Camp. The emphasis on hard work is nothing new to Zach who was an active student at Virginia Tech. In this edition of Meet the Team, Zach shares insights from his time at Yeske Buie thus far and the goals he has as a Financial Planning Resident.

  TYPE 

TY

Referrals are the Greatest Compliment

Clients and referral sources have often told us that they hesitate to make a referral because they don’t know if friends, relatives, or coworkers meet our minimums or would otherwise be a good fit. Our message is that we are financial planning evangelists and would like to see everyone who seeks advice find a competent, ethical financial planner. Thus, we’re happy to talk to ANYONE who is referred to us and if, for whatever reason, we find that we’re not a good fit, we will work to match them up with an experienced financial planner who is.

If you know someone who may be interested in talking with us, please ask them to contact Lauren@YeBu.com or send Lauren the individual’s name and contact information so we may connect with them to set-up an initial meeting. We thank you for the continued trust you show in us by referring your friends, family, and colleagues so that we can help them to harness their financial resources to pursue exquisite, fulfilling lives.

   TYPE 

TheLiveBigWay® Digest – A Jewel of Financial Tools

TheLiveBigWay® Digeston September 8th, 2016No Comments

A Concise History of the Financial Planning Profession 

businessman-and-business-sketchBeing a member of a profession means having a shared understanding of who we serve and how we serve them, as well as the standards to which we hold ourselves when practicing our craft. For the September issue of the Journal for Financial Planning, Dave Yeske offers a concise history of the financial planning profession that details where the financial planning profession came from and how it evolved to look the way it does today. Read on to learn more about the profession’s institutions, education programs, pro-bono work and more.

 TYPE 

TY

A Jewel of Financial Tools

technology-bulbIn today’s age of information abundance, it’s often said that you shouldn’t believe everything you read on the internet. This truth means that it can be difficult to find accurate answers to some of your most important questions, like those related to your finances. Fortunately, an agency called the Consumer Financial Protection Bureau (CFPB) exists to help protect the interests of financial consumers through the process of empowerment, enforcement and education. Today, we highlight a few of the reliable tools the CFPB has to offer and encourage you to share this resource with those looking for trusted financial information.

  TYPE 

TY

Meet the Team: Mila Lavoie

Lavoie_9724Mila Lavoie joined the Yeske Buie team at the end of June as Project Administrator in our San Francisco office. As Project Administrator, Mila oversees a variety of internal projects and provides support to our growing team in pursuit of our goals. Prior to joining Yeske Buie, Mila worked for Standard Pacific Capital LLC as a Research Assistant to multiple investment analysts. Mila is passionate about being her best self at work every day to provide exquisite service to our team and our Clients. In this edition of Meet the Team, Mila shares the unique strengths she adds to the team and how she has connected with the Yeske Buie culture in her first few months with the team.

   TYPE 

TY

Yeske Buie’s Interactive User’s Manual

yeske-buie-users-manualOur User’s Manual is an interactive guide to all things Yeske Buie that offers practical information ranging from how we serve our Clients to how you can get help with any issue. As you explore the Manual, you’ll find a history of our firm’s evolution, in-depth discussions of our investment and financial planning philosophy, a chance to meet the Yeske Buie team, and a guide to “Why Yeske Buie Clients are Elite”. The Manual is a dynamic guide that is updated regularly so even if you’ve reviewed the Manual in the past, we encourage you to jump right in and explore the wealth of useful and, we hope, interesting information.

  TYPE 

TY

Referrals are the Greatest Compliment

Clients and referral sources have often told us that they hesitate to make a referral because they don’t know if friends, relatives, or coworkers meet our minimums or would otherwise be a good fit. Our message is that we are financial planning evangelists and would like to see everyone who seeks advice find a competent, ethical financial planner. Thus, we’re happy to talk to ANYONE who is referred to us and if, for whatever reason, we find that we’re not a good fit, we will work to match them up with an experienced financial planner who is.

If you know someone who may be interested in talking with us, please ask them to contact Lauren@YeBu.com or send Lauren the individual’s name and contact information so we may connect with them to set-up an initial meeting. We thank you for the continued trust you show in us by referring your friends, family, and colleagues so that we can help them to harness their financial resources to pursue exquisite, fulfilling lives.

   TYPE 

TheLiveBigWay® Digest – Lessons and Sessions

TheLiveBigWay® Digeston August 25th, 2016No Comments

Investing Lessons from Fantasy Football

Game Day PlanWith the start of another NFL season only two weeks away, there is a concomitant increase in chatter of team predictions, player statistics, and of course, fantasy football drafts. If you aren’t planning to play in a fantasy football league, then you almost certainly know someone who is; it is estimated that nearly 75 million Americans will play fantasy football this season. In light of the upcoming season, we share our thoughts about investing lessons that can be learned by playing fantasy football.

 TYPE 

TY

The Best of Far West

Sheriff BadgeAs has become an annual event, the Yeske Buie Financial Planning Team once again attended FPA’s Far West Roundup conference. At the conference, some of the brightest minds in the profession meet up to discuss any and all topics related to financial planning. For the seventh time, Dave Yeske served as sheriff. As the sheriff, Dave began with a question for discussion: how to get millennials involved in the planning profession. While the sheriff’s question resonated with the attendees throughout the weekend, the learnings from individual sessions will remain for months to come. Read on to see just what our team learned.

  TYPE 

TY

Yeske Buie in the Media:

Northern Virginia Magazine’s Top Financial Professionals 

yeske-buie-02Yeske Buie is pleased to share that Elissa Buie and Dr. Dave Yeske have been named to Northern Virginia Magazine’s Top Financial Professionals list for 2016. The listing is featured annually in the September issue of the magazine which hit newsstands this week. Elissa and Dave have appeared on all five of Northern Virginia Magazine’s previous lists of Top Financial Professionals. Learn more about the list methodology and Elissa and Dave’s involvement.

   TYPE 

TY

My Voice is My Password

Password SecuritySchwab has recently introduced a new voice ID service to verify your identity when you use Schwab’s automated phone service or speak with a Schwab financial professional. Replacing PINs and personal questions, the new service uses your voice as a secure password to direct you to an agent. Because your voice, like your fingerprint, has very unique characteristics, voice ID is a very secure method of personal identification. Learn more about Schwab’s voice ID service and the four easy steps to enroll your personal accounts.

  TYPE 

TY

Referrals are the Greatest Compliment

Clients and referral sources have often told us that they hesitate to make a referral because they don’t know if friends, relatives, or coworkers meet our minimums or would otherwise be a good fit. Our message is that we are financial planning evangelists and would like to see everyone who seeks advice find a competent, ethical financial planner. Thus, we’re happy to talk to ANYONE who is referred to us and if, for whatever reason, we find that we’re not a good fit, we will work to match them up with an experienced financial planner who is.

If you know someone who may be interested in talking with us, please ask them to contact Lauren@YeBu.com or send Lauren the individual’s name and contact information so we may connect with them to set-up an initial meeting. We thank you for the continued trust you show in us by referring your friends, family, and colleagues so that we can help them to harness their financial resources to pursue exquisite, fulfilling lives.

   TYPE 

 

TheLiveBigWay® Digest – Be Aware and Prepare

TheLiveBigWay® Digeston August 10th, 2016No Comments

Emergency Preparedness: Zombie Apocalypse

Hand completing Emergency Preparation List by EquipmentThe Centers for Disease Control and Prevention (CDC) has creatively used the pop culture phenomenon of a “Zombie Apocalypse” to highlight the importance of preparing for a variety of emergencies/natural disasters. After all, if you’re prepared for a zombie invasion, you’re prepared for just about anything! To help you properly prepare for a zombie attack or similar emergency, we share suggestions for assembling emergency kits and plans to protect your physical and financial well-being.

 TYPE 

TY

 Healthy Technology Habits

Padlock and credt cards on top of laptopIdentity protection has never been a hotter topic, and it seems as if securing your identity is growing more challenging by the day. Just as there’s no guarantee that the next major storm (or zombie apocalypse) won’t materialize in your own backyard, there’s no guarantee that an online phisher or hacker won’t find access to your personal information. However, as we’ve said in this space before, one of the best defenses is a good offense and there are several habits that you can practice to keep your identity safe. Read on for tips on preparing a multifaceted strategy to combat identity theft and keep your information safe. 

  TYPE 

TY

Live Big® is Everywhere, Every Day, For Everyone

Oragami CatIt’s not often that someone unfamiliar with the phrase Live Big® appreciates our worldview without additional insight. But sometimes, we find that the universe can be in serendipitous alignment. For instance, consider the following phrase: “Financial planning doesn’t just make your life better, it makes it bigger”. This sounds like a quote you may hear from anyone at Yeske Buie, don’t you agree? In actuality, we simply changed two words in a phrase that comes from an advertisement for a completely unrelated company. Read on to learn which business interprets Live Big in a way that closely aligns with Yeske Buie’s worldview.

  TYPE 

TY

Referrals are the Greatest Compliment

Clients and referral sources have often told us that they hesitate to make a referral because they don’t know if friends, relatives, or coworkers meet our minimums or would otherwise be a good fit. Our message is that we are financial planning evangelists and would like to see everyone who seeks advice find a competent, ethical financial planner. Thus, we’re happy to talk to ANYONE who is referred to us and if, for whatever reason, we find that we’re not a good fit, we will work to match them up with an experienced financial planner who is.

If you know someone who may be interested in talking with us, please ask them to contact Lauren@YeBu.com or send Lauren the individual’s name and contact information so we may connect with them to set-up an initial meeting. We thank you for the continued trust you show in us by referring your friends, family, and colleagues so that we can help them to harness their financial resources to pursue exquisite, fulfilling lives.

   TYPE 

TheLiveBigWay® Digest – Rise Up

TheLiveBigWay® Digeston July 28th, 2016No Comments
Rise Up: The Olympic Games and Our Investment Philosophy

Olympic Flame The Olympics provide a unique opportunity to see the world shine in a different spotlight; to become a part of something bigger than ourselves and share in the joy and heartbreak felt by all. All the while, the world markets in which we invest draw many similarities to the Olympic Games. Some of the core principles of our investment philosophy are paralleled in the truths of the games, and the actions of the athletes are reflected in the behaviors and decisions of investors. Read more about these similarities and join in on the excitement for the Olympic Games!

 TYPE 

TYPE

 Advice to an Incoming College Freshman

Ready or not, the end of the summer is nearing and back-to-school supplies are in high demand. For all incoming college freshmen likely filling their carts with dorm supplies, we congratulate you on making it to college! As you prepare to launch on your college career and make decisions as an independent adult,  we offer guidance for handling financial situations that you’ll likely be facing for the first time, as well as a few simple rules that can help you get the most from your college experience.

  TYPE 

TYPE

Yeske Buie in the Media:

10 Fears That Keep You From Being Rich

10 fearsA recent article by Lou Carlozo, The 10 Fears That Are Keeping You From Being Rich, outlines behaviors that oftentimes come between you and your potential wealth. It seems ironic that while many feel additional wealth would be the answer to their financial fears, it may be fear that is holding them back from the additional wealth. Dave contributed his thoughts for Lou’s article to help identify and mitigate the fears that may be coming between you and your potential wealth.

   TYPE 

TYPE

Where in the World is the Live Big® Glass?

WWLBG - COMPRESSEDAs athletes from around the world prepare to gather for the Olympic Games next week, we gather new photos for our Live Big® Glass photo gallery and highlight two additional countries on our world map. Recently, the Live Big glass traveled both north and south of US borders – to Quebec, Canada and Isa Verde, Puerto Rico – and the photos capture moments of our friends and family Living Big. We hope you enjoy these new additions and share your pictures with us as you Live Big at home or abroad.

   TYPE 

TheLiveBigWay® Digest – Captain’s Log

TheLiveBigWay® Digeston July 14th, 2016No Comments

Saving for Retirement – It’s Never Too Early (or Too Late!)

Business GrowthTime is the most important ingredient in the financial plan Clients use to guide them to retirement. The power of compound interest is the reason this is true – each additional compounding period available to a Client’s savings increases the growth prospects of those funds exponentially. Read more to find out how Yeske Buie helps its Clients use their time before retirement to take advantage of this principle.

 TYPE 

TY

“Captain’s Log, supplemental”

Live Long and Prosper

“Captain’s Log, supplemental.” Some of you will recognize these as the words spoken by Captain James T. Kirk after each commercial break, to be followed by a recap of what happened in the prior segment and a preview of the action to come.  Those words come to mind today as we contemplate stock market developments of the recent past and our desire to share a brief update.

  TYPE 

TY

Welcome Aboard!

2016-07-14 ML ZB RY Welcome Aboard 1Yeske Buie is excited to welcome three new additions to our team – Mila Lavoie, Zach Bennedsen, and Ryan Klemm! While the new team members have worked at the firm for only two weeks, they have fully embraced Yeske Buie’s culture and worldviews and are enthusiastic for all that is to come. We will feature each new team member in future editions of the Digest but today we offer welcome notes from each individual sharing the unique strengths they bring to the team and the ways they plan to embrace Yeske Buie’s worldviews.

   TYPE 

TY

Where in the World is the Live Big® Glass?

WWLBG - COMPRESSED

Last time, we shared with you a picture of our red, white, and blue Live Big glasses and asked you to share your July 4th Live Big glass pictures with us. We are pleased to have received two photos of individuals enjoying the holiday both domestically and abroad. We have added these pictures to our Live Big glass photo gallery and have updated our travel maps as the glass has been photographed in a new country! If you find yourself Living Big with your glass in hand this summer, please feel free to share your pictures with us.

  TYPE 

TY

Final Reminder: 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 Victoria Harrell ASAP as today is the final day to make this request with our Schwab service team. Learn more about this change on our website and feel free to contact us with any questions.

   TYPE 

TheLiveBigWay® Digest – Go For Gold

TheLiveBigWay® Digeston June 30th, 2016No Comments
Go For Gold with a Budget

podium with siver and golden coins isolated on a whiteThe United States is often considered a world powerhouse. From being an economic super power to being world-class Olympic athletes, the United States has been dominant in collecting Olympic medals as well as highly advanced in terms of technology and infrastructure. Yet when it comes to personal savings, the U.S could do much better! So what is the solution? Read on to learn how creating a budget may help solve your savings dilemma and alleviate financial stress.

 TYPE 

TYPE

The Brexit Bust

When we wrote last Friday morning in the immediate aftermath of Thursday’s Brexit, we noted:

Europe, the U.K., the U.S. and the rest of the world will adapt to the new reality.  As for the markets, they discount the future and will absorb and reflect the implications of Brexit relatively quickly. So best not to extrapolate what happens today or next week very far into the future.

What a difference a week makes. As we write this note a mere week later, the US market has recovered to pre-Brexit levels and the UK markets are actually higher than they were prior to the vote. Read more on our observation of how quickly the world has digested the news and, seemingly, moved on.

  TYPE 

TYPE

Yusuf Named One of InvestmentNews‘ 40 Under 40

Abugideiri_5999Yusuf Abugideiri has been named to InvestmentNews’ 40 Under 40 list for 2016. The goal of the list is to recognize members of the financial advisory industry under the age of 40 and have positively changed the profession. This year, the tagline for the listing is “The Power of Personality.” With this theme, each nominee completed a personality test and then received a corresponding archetype such as The Maestro, The Guardian, or The Victor. Learn which archetype Yusuf received and hear more from Yusuf about this recognition.

   TYPE 

TYPE

FPA Advocacy Day on the Hill

IMG_8095Last week, Dave attended the Financial Planning Association’s 3rd Annual Advocacy Day in Washington, D.C. FPA® Advocacy Day provides members and leaders of FPA with the opportunity to introduce federal policymakers to the association and the profession and to talk with them about issues that are important to CFP® practitioners. Read on to learn more about the representatives Dave met with and some of the talking points they discussed.

  TYPE 

TYPE

Where in the World is the Live Big® Glass?

July 4 Live Big GlassWith the July 4th weekend upon us, many take the time to reflect on the qualities that have made the US unique and spend time in a place of gratitude for our independence. In honor of the holiday, we share our Live Big glasses donning patriotic colors and we hope you will share your Live Big holiday photos with us. Whether you are planning to enjoy a baseball game or dazzle at a late night fireworks show, enjoy the holiday and Live Big!

   TYPE 

“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