TheLiveBigWay® Digest – Looking Ahead

In Case You Missed It: About Last Night

In most of the ways that matter to your finances, the world looks the same following the Presidential election. So here we are, asking ourselves what’s next? We suggest that you hold fast to this: the resilience that’s built into your financial plan and your portfolio will continue to serve you. After all, the whole point of having investment policies is to make it easier to know what to do when it’s hard to know what to do. Like now. So, be of good cheer, remember to breathe, and, in the meanwhile, enjoy two of our all-time favorite videos: Stand By Me and Perhaps The Most Beautiful Flash Mob Ever.

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YYeske Buie in the Media:

A New President and Fiduciary: What Happens Next?

We have shared in this space before Yeske Buie’s thoughts on the Department of Labor’s ruling to broaden the definition of fiduciary investment advice and how and why Elissa and Dave have been promoting the fiduciary standard. With President Obama being a supporter of the fiduciary rule, many are questioning whether or not the ruling will be challenged with a new President coming into office. Dave and other professionals shared their thoughts on this concern with Ann Marsh, Senior Editor of Financial Planning Magazine: read on to learn why Dave does not think the ruling will be changed.

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Cheers to Investing  

In what seems like the blink of an eye, the holidays are upon us. ‘Tis the season for thankful reflection, time with loved ones, plenty of food, and perhaps a bottle of good wine. Recently, our strategic partners at Dimensional Fund Advisors (DFA) shared with us a playful comparison between the process of making wine and investment management. We hope you enjoy this unique piece and think of this comparison as you say “cheers!” this holiday season.

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Illuminating the Family Tree

When meeting with Clients, we sometimes explore their personal history by asking questions about what is most important to them. What we learn is always focused on the important people in their lives, the memories they hope to leave their loved ones, and the values they hope to impart. As the holiday season can be a great time to reflect and appreciate those we love, we thought we would share our loved ones with you by way of our family trees. We hope you enjoy climbing our family trees and we encourage you to use the blank template to share your family tree with us!

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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.