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Empowering Girls with Financial Literacy The ability to understand, manage, and make informed decisions about money is not just about finance; it’s a path towards independence, equality, and empowerment. In this space, we dive into the importance of financial literacy for girls and also hear...
Topics: TheLiveBigWay® Digest

Our resident economists, Dr. Dave Yeske and Yusuf Abugideiri, share a review of market performance in 2023 and their thoughts on what's in store for markets and the economy in 2024. They cover topics including the breakout of the Magnificent 7, the upcoming Presidential election,...
Topics: Economy and Investing, Webinars and Videos

Super Bowl LVIII will see the Kansas City Chiefs square off against the San Francisco 49ers in Las Vegas, NV on Sunday, February 11. News outlets of every sort are filled with predictions of winners and point spreads. Sportscasters, meanwhile, endlessly debate the strengths and...
Topics: Financial Planning, Yeske Buie Millennial

Portfolio Review, Part Deux: On Bonds We spill a ton of ink talking about stocks and what the market is doing, but our Clients’ portfolios carry more than just fractional shares of thousands of companies scattered around the globe – the bonds in their portfolios...
Topics: TheLiveBigWay® Digest

And now, for the other half of our 2023 review – a discussion about bonds. First, an acknowledgement: stocks get a lot of the attention when we make comments about the portfolio’s performance, and rightly so – they make up the majority of the holdings...
Topics: Economy and Investing

Financial planning is a valuable process for anyone, and becomes even more critical for those supporting loved ones with disabilities. This kind of planning requires accounting for the resources needed to support the loved one in childhood and potentially into adulthood, and becomes even more...
Topics: Financial Planning