TheLiveBigWay® Digest

Personal Finance: A Video Series Today we share the first video of a new series focusing on a variety of personal finance related topics. Throughout the series, Financial Planner, Cole DeLucas, will share quick tips and relevant information on employer-provided benefits, cashflow planning, policy-based financial...
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The Secure Act 2.0 The SECURE Act 2.0 is here. SECURE stands for Setting Every Community Up for Retirement Enhancement and this bill is all about retirement planning. While there isn’t a headliner provision quite as prolific as there was in the SECURE Act passed...
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Welcome to our most-viewed posts of 2022. It was a challenging year for markets and the economy for a number of reasons, including uncertainty around inflation and interest rates. Congruently, our commentary on these topics was most popular with our visitors. We were pleased to...
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The Two Week Look: Systematic Rebalancing While Yeske Buie’s investment philosophy may appear to be passive, our approach to monitoring the components of our client portfolios is anything but. We are constantly evaluating the shifting landscape, and we “look” more frequently than we take action....
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For today's post-Thanksgiving Day edition of the Digest, we share a lighter take on our typical content with bite-sized blurbs featuring surveys, articles, and videos to boost your holiday spirit and provide you with conversation starters for your holiday gatherings. We hope you enjoy the...
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Weekend Chart Challenge 3.0 The last few years of market performance have been full of downs and ups (some big up) and downs again. And given this year’s performance, many are asking what’s up and what’s next. As we’ve always said, we don’t have a...
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Winter is Coming We’ve been talking about (and perhaps agonizing over) the same headlines all year, and what a year it’s been. As we head into the final quarter of 2022, we thought we’d spend a few minutes reflecting on how the third quarter unfolded....
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