TheLiveBigWay® Digest: A Strong Alliance
The decision to get divorced is never easy. To be ready to divorce your partner usually means being able to make clear, unemotional decisions that you can stand by through time, and let go of all the emotional connections to the other person, the good ones and the bad ones. With all emotions aside, the question “are you ready to divorce?” takes on a different meaning. In this space, we share both financial and non-financial considerations for this major life transition.
This year, our strategic partners at Dimensional are celebrating 30 years of working with financial advisors. To recognize the impact of this long-term collaboration, they’ve compiled a three-part series featuring 30 ways that investors can benefit from the industry’s evolution. In this installment, they offer 10 ways investments and markets have evolved – check out the list here on our website.
Schwab Alliance is a version of the Schwab.com website that provides secure, on-demand access to important information on your Schwab accounts. Accessible via website or mobile app, Schwab Alliance allows you to monitor your accounts, stay informed of requests and transactions, deposit checks, access account statements and tax reports, sign paperwork via DocuSign, approve wire transfers, update your address information, and more. Continue on for resources related to the Schwab Alliance platform.
A Tree with Deep Roots
Each year as the holiday season nears, the Yeske Buie team likes to share our personal family trees with you. We do so as we believe the process of knowing, recording, and preserving our family history is an integral reflection that helps us better understand the lessons we’ve learned from loved ones that can significantly influence our decisions, both financial and otherwise. We encourage you to take a look at our trees and we hope you find yourself inspired to partake in the exercise and share your tree with us.
A new year (and a new decade!) will soon be upon us and as we have for the past few years, we will kick off the year with a live webinar in mid-January where Dr. Dave Yeske will share his thoughts on the financial and economic outlook for the new year ahead. We hope you will save the date and plan to join us on Wednesday, January 15th at 11:00am PT / 2:00pm ET. Register today!