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Size-mic Shift? Recent Returns of Small Company Stocks Small company stocks have been on an absolute tear this month, dramatic enough to make it feel like the ground is shaking (as you know, we’re fans of themes and puns around here). What does that mean...
Topics: TheLiveBigWay® Digest

We have been publishing a version of TheLiveBigWay Digest for over 15 years. The format and the style of the Digest have changed throughout the years, but our goal has remained the same: To provide our Clients and readers with consistent, reliable, and high-quality content...
Topics: TheLiveBigWay® Digest

As the clock ticks down to Election Day 2024, our thoughts on the impact of the election on markets and the economy are getting some media attention. Financial Advisor Magazine writer, Jacqueline Sergeant, attended our recent live webinar, Election Season: Does the Market Care Who’s...
Topics: Yeske Buie in the Media

2024 Thus Far – Early Returns Are Encouraging Readers of this Digest know that we keep a close watch on economic indicators and financial markets. Today, we’re issuing a review of market and economic activity to get you up to speed on what’s happened thus...
Topics: TheLiveBigWay® Digest

We’ve said it before (like in the posts below), but we think it can’t be said enough: financial planning is so much more than numbers. Financial planning done right is about building deep relationships with our Clients, constantly learning who and what matters most, and...
Topics: Webinars and Videos