TheLiveBigWay® Digest: Timeless Lessons
Our strategic partners at Dimensional are celebrating their 40 anniversary as a firm, and Founder, David Booth, used the milestone as an opportunity to reflect on the lessons he’s learned from his decades in finance. We find that Booth’s reflections and beliefs align very closely with those of our own Founders, and use this space to highlight our thoughts on five investing lessons that Booth wishes every investor could know.
Education planning is frequently a topic we discuss with our Clients. It can be tricky to decide when and how to start saving, as there are many unknown factors that can make estimating college costs challenging. In honor of National 529 College Savings Plan Day tomorrow (May 29), we thought it would be worthwhile to revisit the topic to share our thoughts on the best available plans.
The Yeske Buie story is all about relationships. In fact, even Yeske Buie’s origin story is built on relationships – our Founders were life partners before they became business partners! We are so grateful for our relationship with YOU, and we hope you feel inspired to share your experience with friends and family to help us grow the Yeske Buie community. Learn more about the Yeske Buie story from this brief history and two creative visuals.
The first deadline of the 2021 tax season is officially in the rear-view mirror. For those who did not file for an extension, we’d like to request that you send us a copy of your return. Exactly how we use the information varies from Client to Client, but can range from analyzing Roth conversions, to updating retirement capital projections, calculating tax projections, and tracking tax data that can impact investment decisions. Please send us the document using one of the secure methods described here.