As another week draws to a close, we realized that we had enough news and housekeeping items to justify another edition of the Live Big Digest. We hope you’re doing well and preparing for a restful weekend break.
Client Appreciation Events
We’ll be holding an open house in the Vienna office on March 23 from 4:00 PM to 6:30 PM. Wine, beer, soft drinks and the chance to meet staff from both offices will be on offer. Please go here http://tinyurl.com/5u2vpk3 to RSVP.
Mark your calendar for the San Francisco Open House, which will be held on Wednesday, October 12.
Yeske Buie on Top Wealth Advisor List
The San Francisco Business Times named Yeske Buie a top wealth advisor in its 2011 rankings. The list was compiled by NABCAP, which conducted an independent evaluation of firms based financial planning, investment planning, accountability, education, credentials, cost, disclosure, technology, performance, and client education model, among other things. http://tinyurl.com/4z3jck8
Required Minimum IRA Distributions
If you’re subject to required minimum IRA distributions, you can expect to receive your payout by the end of July. We’ll be raising cash by the end of May, sending you distribution paperwork by the end of June, and processing distributions by the end of July.
Tax Return Request
As always, we look forward to receiving a copy of your 2010 tax return as soon as it’s available.
DFA Tops Barron’s/Lipper Rankings
Dimensional Fund Advisors was ranked number one among US Equity Funds in the annual Barron’s/Lipper rankings. According to Barrons, DFA did well because “the mutual-fund families that delivered the best overall returns for their shareholders didn’t take money off the table, flee to defensive stocks or hide in Treasury bonds,” It also helped that DFA focuses on small company and value stocks. It was nice for once to see a fund topping one of these lists for all the right reason!