TheLiveBigWay® Digest – Resolutions

TheLiveBigWay® Digest – Resolutions

  

Market Review: The Year of Living Dangerously

The markets, which is to say investors, hate surprises, though that’s pretty much all we get day-by-day. It’s called news.  But some years carry bigger surprises than others and 2016 surely falls into that category. From economics to markets to politics, 2016 provided one plot twist after another. As far as markets are concerned, the year ended well, notwithstanding a bit of a roller coaster ride along the way. Herewith, we offer a brief recap of what happened in the economy, the markets, and your portfolio, with a nod to the year to come.

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 New Year’s Financial Resolutions

2017 is now in full-swing, and most of you probably have your New Year’s resolutions already picked out. For those who are still coming up with 2017 goals, or who want to add some more, we’ve compiled a list of Financial Resolutions to adopt this year.

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A High Degree of Congratulations

Yeske Buie is pleased to share that Yusuf Abugideiri, Senior Financial Planner in our Vienna office, has earned his Master’s in Economics from George Mason University.  From the program, Yusuf gained a better understanding of how the economic way of thinking plays out in the decision-making process at the individual level and also developed a further appreciation for the grounded, evidence-based approach Yeske Buie takes in helping our Clients make good financial decisions. See what three words Yusuf shared to describe the feeling of graduation and his plan for his newfound free time post-graduation.

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Will the Trump Administration be GREAT for Your Finances?   

We invite you to join us on Wednesday, January 18th at 11:00am PT / 2:00pm ET for a free live webinar hosted by Dr. Dave Yeske where we will review the new landscape of the incoming administration. The webinar will also address the actions you can take now to build more resilience into your financial affairs, strategies for dealing with rising interest rates, how to plan for coming changes in the tax and estate laws, and more. Click here to register for the webinar and feel free to share this link with any friend, family member, or colleague who may find this seminar valuable.

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Reminder: Affordable Care Act Open Enrollment Ends January 31st  

The deadline to sign up for health insurance coverage for 2017 under the Affordable Care Act is January 31, 2017. After January 31st, you may only apply for insurance if you qualify for a special enrollment period. You can apply for coverage four different ways: online, over the phone, in-person with assistance from trained people in your community, or by mailing a paper application. With this deadline nearing, we offer a quick guide to the insurance marketplace to help you learn more about enrollment, potential savings, picking a plan and more.

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