TheLiveBigWay® Digest: Guided Conversations

Our Clients’ portfolios will receive most of their annual dividend income next month, and in anticipation, our CIO, Yusuf Abugideiri, and budding investment expert, Tim Connolly, discussed dividend investing. In their thoughtful yet light-hearted exchange, they explore why dividends can feel so rewarding and how they actually impact your portfolio. Read their friendly debate to see how we turn investing insights into purposeful strategies designed for you.

When we share our perspectives beyond the firm, we do so with the same clarity and care that guide our work with Clients. Recently, Lauren discussed child care savings in The San Francisco Chronicle, Yusuf weighed in on income investing in FA Magazine, and Elissa and Dave reflected on the profession’s evolution in Financial Planning. We’re honored to be part of these broader conversations, and invite you to explore more of our team’s quotes and features.

We appreciate that our Clients are inquisitive by nature. And where curiosity lives, so do questions like, “Is AI a bubble waiting to pop? Are we prepared?” You’ve seen the headlines, now see what we think. We’re sharing how our Clients’ portfolios are well-positioned to withstand anything that may come and why diversification (not prediction) remains core to our approach. Whether AI or otherwise, we’re always happy to help answer your questions!