TheLiveBigWay® Digest

Posted Aug. 22, 2019
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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Posted Aug. 08, 2019
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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Posted Jul. 09, 2019
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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Posted Jun. 13, 2019
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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Posted May. 29, 2019
Mastering the Markets: The Case for Human Resiliency At Yeske Buie, one of our fundamental worldviews is that human beings are resilient by nature. Another of our fundamental worldviews is that markets reflect the aggregate decisions and behaviors of their participants. It is from these...
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Posted May. 16, 2019
Performance of the Premiums There are many dimensions of risk and return in the stock market, the most notable three being the Market, Size, and Value factors (or premiums). Join us for a tour of 90 years of market history, with a particular focus on...
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Posted May. 02, 2019
Who Pays for College? May marks the beginning of an exciting time for students and families – graduation season! And after the ceremonies are over and the graduation hats fly, the next question for high school and college graduates is always… what’s next?! While it...
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