TheLiveBigWay® Digest: Right on Time

Summer is the season of travel and increasingly, live music is at the center of it. Fans of all ages are building entire trips around concerts and festivals, turning a single night out into a full weekend away. This trend, known as concert tourism, is reshaping how cities plan for major events and how all of us think about experience-based spending. We explore what’s driving the trend and how to make intentional choices that fit your financial plan.

When money is ready to be invested, one question almost always follows: do you put it to work all at once, or ease in over time? The answer might surprise you. Financial Planner Tim Connolly breaks down what the research says about lump sum investing versus dollar cost averaging, and why the mathematically optimal choice isn’t always the right one for you. Check out our latest Ask Us Anything addition to learn more.

Some information finds you at exactly the right moment. Medicare eligibility, coverage options, and the rules around enrollment have a way of feeling distant – until suddenly they don’t. Last week, Lauren Stansell was joined by Margo Steinlage Kreider, a nationally recognized Medicare and ACA resource, to help bring clarity to one of retirement’s most important decisions. If you missed the live session, you can watch their engaging conversation here on our website.

Learn Big is one of our core values, and we believe that meaningful relationships are forged through asking questions with an open mind. Today, we’re excited to introduce one of our Financial Planning Interns, Erin Huff, in this Meet the Team spotlight. Learn more about how Erin is showing up with a curious spirit and positive outlook to serve you, our Clients, The YeskeBuie Way.

As we venture on into summer, we’re honored to have the opportunity to spend time with you in person. We hope you’ll join the YeskeBuie team to celebrate the relationships we have built, the chapters ahead, and the retirement of our Founding Partners, Dave and Elissa. Details and RSVP links for both events can be found below.