TheLiveBigWay® Digest – Featured FinTech

TheLiveBigWay® DigestPosted on September 6th, 2018No Comments

Defining the “Perfect” Investment

What is the “perfect” investment? How can you ensure your investments are a “perfect” fit for you? Better yet, how can you ensure your investments are a “perfect” fit in a changing world? Read on for our thoughts on the three criteria for judging the merits of an investment and building a portfolio that fits an individual’s needs “perfectly”.

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Featured FinTech

FinTech, or Financial Technology, refers to the innovative use of technology to streamline financial activities. While you may initially visualize FinTech as fancy smart phone apps, consider, also, how ATMs replaced bank tellers or how credit cards eased the burden of carrying cash – that’s FinTech! Over the next few months, we’d like to share with you some of the FinTech products that are catching our eye, and highlight them in this space we’re calling Featured FinTech. On deck today is an app called BusyKid, a chore and allowance platform for kids and parents – check it out!

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Build a Kit, Make a Plan

Considering the trend of weather events over the past few years, it appears that our reality is a world in which wildfires are an annual event in the West and extreme weather strikes everywhere else. In this reality, having an emergency plan is imperative. We’ve periodically written articles on emergency preparedness, and the same mantra is always true: build a kit, make a plan. With peak hurricane season around the corner, it seems timely to share suggestions, tools, and checklists to ensure you’re prepared for whatever weather comes your way.

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Meet the Team: Karen Simons

Last year, Yeske Buie was invited to join a pilot program called the Financial Planner Reentry Initiative, which is focused on diversifying the financial planning workforce by offering internships for experienced, professional, women, seeking to return to the workforce. From this program, Yeske Buie had the privilege of being connected with Karen Simons. Karen started working with us as a Re-Intern in February, and it didn’t take long to see that her high-quality work, care for our Clients, and wealth of expertise were bar none. Today, we are pleased to share that Karen has joined our team full time as a Financial Planning Apprentice. Join us in welcoming Karen to the team by reading our latest edition of Meet the Team.

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Our Special Event is Next Week

Our special event in San Francisco is next Wednesday and it’s not too late to RSVP for you and your guests – will you be able to attend? The event will be a social gathering with a dynamic discussion titled Financial Planning is Magic led by Dr. Dave Yeske and Elissa Buie. A selection of hors d’oeuvres and drinks will be available and there will be complimentary valet parking at The University Club. Let us know if we’ll see you there!

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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