TheLiveBigWay® Digest: Mind Over Market

TheLiveBigWay® Digest: Mind Over Market

Understanding Volatility: A Key to Confident Investing

Growing financial bar graph. (3d render)

When it comes to investing, the word “volatility” often evokes a sense of uncertainty or unease. But what exactly does it mean for your investments? Whether you’re navigating market highs or bracing for downturns, understanding the true meaning of the term can help you feel more confident in your investments and weather the inevitable ups and downs of the market. Continue reading for a review of what volatility really means, how it’s measured, and why it matters for your investment strategy.

Brain Battles in Financial Survival Mode

Have you ever made a snap financial decision under stress and regretted it later? Or found yourself procrastinating which resulted in no decision being made at all? You’re not alone. When stress peaks, our brains can push us into impulsive choices – fight, flight, or freeze. Discover how these survival responses affect your financial decisions, and learn how your team at Yeske Buie is here to help you navigate uncertainty with a steady hand.

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Important Information About 1099s

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Earlier this week, Schwab released the remaining 1099 Forms for your Yeske Buie managed Schwab accounts. This means that all of your required tax forms are now available via Schwab Alliance. You will use these forms and/or give these forms to your accountant to prepare your 2024 tax returns. We will continue to share reminders about your tax forms (and any corrections Schwab releases for any brokerage accounts) and upcoming tax deadlines, but in the meantime, if there’s any assistance we can provide, please don’t hesitate to contact us.

Register to Join Our In-Person Event in Virginia

We are happy to share that our annual in-person event in Virginia will be held on Wednesday, April 9th from 4:30pm – 7:30pm at Bear Branch Tavern in Vienna, VA. It will feature delicious drinks, hors d’oeuvres, and lively conversation in a cozy, modern setting. Let us know if you’ll be able to join us by using this link to RSVP. We look forward to seeing you there!

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