TheLiveBigWay® Digest – A Close Bond

TheLiveBigWay® DigestPosted on May 3rd, 2018No Comments

Do’s and Don’ts for Recent College Graduates

We’d like to extend a big congratulations to all those who will be graduating in the coming months. For upcoming college grads, the notion of entering the “real world” can feel equally exciting and ambiguous. The reality of becoming financially independent means accepting a deepened responsibility for how you choose to manage your money and pursue a sustainable lifestyle. For those embarking on this new chapter of their financial journey, we share a few do’s and don’ts of personal finance that you may find helpful to keep in mind.

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Yeske Buie in the Media: A Close Bond?

CNBC recently shared an article questioning Americans’ relationship with bond funds which they claim to be “America’s favorite investment.” The article argues that while bond funds have been growing in popularity due to their appeal as simple, cheap, and diversified nature, the projected increase in interest rates may make them a less desirable investment over the coming year. To gain a broader perspective on this argument, a number of prominent financial professionals including Dr. Dave Yeske shared their opinions with CNBC. Read on to see what Dave had to say about Yeske Buie’s opinion of bond funds.

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Women in Wealth 

Discussions about diversity and inclusion in the workplace are becoming more and more common and two of Yeske Buie’s own – Elissa Buie and Lauren Stansell – are leading by example to support women in financial planning. Both women recently participated in panel discussions at two professional conferences to talk about ways that Yeske Buie seeks to support a more diverse future for the financial planning profession. In addition to the panel, Lauren also shared her thoughts on attracting and retaining the next generation of planners in an interview featured on Asset TV. See what Lauren had to say about Yeske Buie’s practices.

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Will We See You at our Event in Virginia? 

It’s not too late to RSVP for yourself and your guests for our upcoming event in Tysons, VA! We expect the event to be a wonderful opportunity to connect with people over interesting conversation, discuss ways that financial planning is magic, enjoy delicious hors d’oeuvres and drinks, and soak in beautiful views of Washington, D.C. from the top floor of the Tower Club Tysons Corner. We hope to see you there!

  • WHEN: Tuesday, May 15th from 5pm – 8pm
  • WHERE: Tower Club Tysons Corner (with complimentary parking!)

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Availability of Checks at Schwab Branch Locations

We want to inform you that effective June 1, Schwab branch locations will discontinue issuing checks. If this was a service that you relied on in the past, please do not hesitate to contact us so we can discuss the other convenient and secure methods that will be available to you to access and transfer money. Depending on your spending needs, you may choose from a number of great options including creating a MoneyLink, scheduling a wire transfer, requesting checks through the mail, and more.

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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