TheLiveBigWay® Digest

Financial Planning's Mission During Life Transitions As summer slides into fall, signs of the changing seasons can be seen across the country and remind us of the rhythm of life’s changes. As financial planners, we are in a unique and privileged position to share in...
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Milestone Recognitions This year, the financial planning profession is celebrating its 50th anniversary, a milestone that is inspiring many to reflect on the grand evolution of our work. In recognition of this anniversary, InvestmentNews assembled a list of the 20 most influential individuals who have...
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TheLiveBigWay® Financial Planning Process As we shared in this space last week, the Discovery Process is the first step in Yeske Buie’s financial planning process once we’ve decided to work together – but it certainly doesn’t end there! Discovery is a vital and ongoing part...
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Discovery Insights: Our Process, Your Journey Financial planning is often thought to only include asset management, investing, and number crunching. And all of those pieces matter! But none of it matters if it’s not personal, relatable, and aligned with who you are and what matters...
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Financial Lessons from Game of Thrones Although the era of HBO’s record-breaking TV series, Game of Thrones, is over and our watch has, quite literally, ended, there are a number of valuable lessons – both personal and financial – that we can take with us...
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Go for Gold with a Budget Team USA fans have had a lot to celebrate over the past few years, most recently the women’s national soccer team’s gold medal win against the Netherlands in the 2019 FIFA Women’s World Cup tournament. From our world-class athletes...
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Portfolio Update: Going Long on Bonds A couple years ago, we decided to take a more conservative approach in our fixed income portfolio and replace DFA’s Five Year Global Bond fund with its One Year Fixed Income fund, which carries an average maturity of less...
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