TheLiveBigWay® Digest: Financial Confidence
In life, crisis is unavoidable. With proper planning and resilience, however, a crisis can be maintained, and even nurtured, to not only minimize devastating effects, but also to inspire growth. This means that having a financial plan built to withstand a crisis, whether due to a change to your lifestyle, a blow to the economy, or a global pandemic, is vital. So, what aspects of Yeske Buie’s plans are built to withstand a crisis? Learn more here.
Time to Hit the Books
For those with kids & students, we don’t need to remind you that the back-to-school season is upon us (overzealous retailers remind us early enough!). That said, here’s a few resources we hope you find useful.
Financial Awareness Day
We couldn’t pick just one resource to share for financial awareness day, so here are two of our favorites: The Magic of Financial Planning and Financial Planning for Generations.
Mid-Year Holiday Cheer
It’s more likely that you have white sandy beaches on your mind rather than Santa’s white beard, but it’s not too early to start budgeting for increased spending this holiday season. Here’s a few tips to shop smart.
From an outsider perspective, it can be easy to label Yeske Buie’s investment philosophy as “passive.” While that descriptor is partly true as we do not turn our approach upside-down based on the latest industry trends or fads, our approach to monitoring the components of our portfolios is anything but. We are constantly evaluating the shifting landscape of the global economy and looking for ways to capitalize on structural shifts in the market. Today, we present a timeline of the shifts we’ve made to our portfolios over the last few years to position our Clients’ investments to best harness the market’s movements for growth.
It’s been a long few years since we have been able to get together in person and we miss you! We hope you will mark your calendars for Thursday, September 8th from 4 – 8pm PT and join us for Yeske Buie’s first IN PERSON Client event in San Francisco since 2019, We’re Better Together! We’ll have delicious hors d’oeuvres and refreshing libations hosted at the beautiful University Club of San Francisco. Don’t wait and RSVP today!
While the financial impacts of the pandemic varied widely, some people found that the lockdowns and travel restrictions reduced their discretionary spending, resulting in extra savings that they now want to put to work. What’s the best way to get the biggest bang for your extra bucks? We share a few ideas in today’s Ask Us Anything feature to help you identify the most impactful way to maximize your financial plan and stay true to your goals and desires.
