TheLiveBigWay® Digest: Hindsight and Foresight

Hindsight is 20/20

Investors continually make predictions about the future, trying to “beat” the market and, in many instances, failing to do so. While there are instances when these predictions turn out in their favor, many of these predictions turn out to be pretty comical in retrospect. We’ve summarized a few of our favorites since the turn of the century as a reminder of how wrong we can be when we try to outsmart the wisdom of crowds.

Foresight for Fido

When thinking about estate planning, many topics come to mind – like, what property, houses, and cars you own, who will handle the distribution of your assets, and how you will care for your children, grandchildren, and other loved ones. Often overlooked, however, is the care for our beloved, furry companions: our pets. Although you can’t leave money directly to your pets (because they’re legally considered as ‘property’), you can make plans to ensure your pets are cared for and that the necessary resources are available to the caretaker.

Live Webinar: Cybersecurity from All Angles

Join us on Wednesday, April 17th at 11am PT / 2pm ET for a live webinar exploring cybersecurity from all angles with cybersecurity expert, Carrie Kerskie. During the webinar, Carrie will share:

• Three easy ways to identify a scam,
• New identity threats you may not know about and what you can do to counter them
• Practical ways to protect yourself and policies to adopt to harden your exposures

Carrie’s expertise will leave you feeling armed with cyber-knowledge and empowered to protect yourself. As an added bonus, Carrie will also share a white sheet of all the tips and best practices shared during the webinar.

Thank You for Celebrating with Us!

The Yeske Buie team is still reveling in gratitude after our special event in Virginia last week. Our celebration of Yeske Buie’s past, present, and future relationships was a huge success thanks to all the Clients, colleagues, and friends who spent time with us that evening, and the impeccable service presented by the Bazin’s staff. We hope our guests enjoyed the evening as much as we did and we look forward to the next time we see you in our office or at a future event. Please enjoy our small gallery of photos from the event here on our website, and stay tuned for details on a similar event in San Francisco this August.

Additional Corrections to Schwab 1099 Forms

Last week, Schwab released a third round of corrected 1099 forms to be used in preparing your 2018 tax returns. These corrected forms have been posted to your Schwab Alliance account. Step-by-step instructions for accessing the online forms can be found here. If you have any trouble at all accessing your forms, please don’t hesitate to give us a call so we can help. Looking ahead, Tax Day is just four weeks away and shortly after the filing deadline, we will send an email request to ask for a copy of your completed 2018 return as we do every year. The information provided in your tax return helps us to best serve you throughout the year as we perform tax related analysis. If your return is completed in advance of the deadline, feel free to send the documents to us using any of the methods described here.