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The Dividend Pros and Cons-versation Our Clients’ portfolios will receive most of their annual dividend income next month, and in anticipation, our CIO, Yusuf Abugideiri, and budding investment expert, Tim Connolly, discussed dividend investing. In their thoughtful yet light-hearted exchange, they explore why dividends can...
Topics: TheLiveBigWay® Digest

Our Clients’ portfolios receive most of their annual dividend income in December, and in anticipation, our CIO, Yusuf Abugideiri, and budding investment expert, Tim Connolly, discussed dividend investing. In their thoughtful yet light-hearted exchange, Yusuf and Tim explore why dividends can feel so rewarding and...
Topics: Economy and Investing

With headlines swirling around everything from AI to trade talks to updated tax requirements and private equity, you may find that you have questions surrounding current news, events, and ongoings as we move into year-end. Two of Yeske Buie's expert leaders, Lauren Stansell and Yusuf...
Topics: Webinars and Videos

Your identity extends far beyond your career. The values, interests, and skills that define you shape how you choose to spend your time and energy. Our friends at Money Quotient offer insights on how to recognize and carry these personal assets into retirement — helping...
Topics: Financial Planning

As you’ve read and seen from us the last couple months, the One Big Beautiful Bill Act (OBBBA) continues to be a big part of our ongoing work as we continue with year-end tax planning season. It’s hard to believe we’re already using the phrase...
Topics: Financial Planning

Every complex puzzle is best solved together, and year-end tax planning is no exception. This guide outlines what’s on your to-do list (the time-sensitive deadlines and decisions) and what’s on ours (the strategy discussions, detailed analyses, and behind-the-scenes coordination) to help ensure every piece of...
Topics: Financial Planning

The way people think about retirement is changing, and the possibilities are more open and inspiring than ever before. Our friends at Money Quotient share how this stage of life can be about freedom, fulfillment, and living in alignment with your values. Their insights echo...
Topics: Financial Planning

As our Clients approach retirement and prepare to begin making distributions from their portfolio to meet their spending needs, we often hear questions like these: How much can I safely spend from my portfolio in retirement? How will I know if I’m heading for trouble?...
Topics: Financial Planning

Money isn’t just about numbers in a bank account – it’s deeply emotional, personal, and our relationship with it is often shaped long before we earn our first paycheck. The way we handle money often comes from deeper, subconscious beliefs referred to as Money Scripts®,...
Topics: Financial Planning

Between new tax legislation, political headlines, and ongoing market stories, it may feel like there's a lot competing for your attention right now. In this presentation, our team seeks to help you turn down the volume, rise above the noise, and focus on what really...
Topics: Webinars and Videos