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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

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

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

Sharpened pencils, fresh notebooks, and new routines – back-to-school season is here, and it’s not just for students. From financial “homework” and key events, to team updates and Live Big® inspiration, this edition of the Digest is designed to fuel growth and help you finish...
Topics: TheLiveBigWay® Digest

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