TheLiveBigWay® Digest

TheLiveBigWay® Digest: Thanksgiving Edition

Posted Nov. 25, 2020

Bake Up a Budget It doesn’t take much to get caught up in the Thanksgiving hype and suddenly find that your simple dinner menu has turned into a gluttonous affair! One way to stay focused this holiday season – and all year round! – is...

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TheLiveBigWay® Digest: A Lasting Legacy

Posted Nov. 12, 2020

What Is… A Legacy? We are deeply saddened by the passing of television icon, Alex Trebek. With his quick wit and unwavering dedication to the game, Alex Trebek was more than just a show host. He was a teacher, a jokester, and a curator of...

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TheLiveBigWay® Digest: V.O.T.E!

Posted Oct. 29, 2020

In this edition of the Digest, we wanted to do things a little differently. This message comes to you just four days before our country’s very important and historic election, and we sincerely hope that you have made (and maybe have already executed!) a plan...

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TheLiveBigWay® Digest: Is the Market Color Blind?

Posted Oct. 15, 2020

The Stock Market Doesn’t Care Who’s President As we approach the 2020 Presidential Election, we have received numerous questions from Clients about what will happen to markets depending on who is elected. Read on to learn more about why – red or blue – it...

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TheLiveBigWay® Digest: Grand Passion

Posted Oct. 01, 2020

When Projections Align with Reality As financial planners, we are continuously reassessing the assumptions we make in the retirement projections we build for our Clients. We recently back-tested our portfolio’s performance over the past 26 years, confirming again that one of our most critical assumptions...

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TheLiveBigWay® Digest: Opposites as Complements

Posted Sep. 17, 2020

Make Your Opposite Your Complement Introverts and extroverts. Alphas and betas. Early birds and night owls. Spenders and savers. Whether or not you believe in the idea that opposites attract, it’s not uncommon to find yourself in a committed relationship with a partner who holds...

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TheLiveBigWay® Digest: Goal, Plan, Action

Posted Sep. 03, 2020

Identify, Implement, and Achieve The longer COVID-19 remains in our lives, the more important it is that we continue to keep our minds and bodies active. Setting goals is one way to keep propelling ourselves forward regardless of external circumstances. Read more to learn how to...

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TheLiveBigWay® Digest: Together We Achieve More

Posted Aug. 20, 2020

TEAM: Together Everyone Achieves More From a young age, we learn about the importance of collaboration and how we can work better together. We think the same is true of our role in your life! We believe financial planning done right spans all aspects of...

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TheLiveBigWay® Digest: Déjà Vu

Posted Aug. 06, 2020

Investing with a Broken Compass: The Broken Analogy Years ago, we shared our reflections on an ad from BNY Mellon that offered the following opinion: The only investors staying the course are those with a broken compass. Fast forward seven years later, and we’re struck...

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TheLiveBigWay® Digest: We’ve Got You Covered

Posted Jul. 23, 2020

Don’t Forget the Umbrella Getting caught in the rain without an umbrella may cost you a new shirt, but getting caught in the aftermath of an incident without umbrella insurance could cost you much more! A personal umbrella insurance policy covers claims that exceed your...

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