TheLiveBigWay® Digest: Steady Through Shifts
As we round the corner and head down the home stretch towards the midterm elections, we thought it might be helpful to review some of the topics that have dominated the headlines over the past year. While we intend to discuss all these items during our webinar on November 10th with a week’s worth of perspective in hand after the votes are cast on November 3rd, we wanted to offer a primer ahead of class, the exam, the show.
Our investment philosophy is built for the long haul, and we keep a close eye on the road ahead. We recently made two updates to our portfolios: we replaced a total international fund with DFA’s Large Cap International Portfolio for more precise exposure, and we shifted weight from Real Estate toward Emerging Markets to better reflect how global markets look today. See the latest changes alongside a timeline of every portfolio adjustment we’ve made since 2009 in this piece.
If estate planning in your 20s and 30s is about laying a foundation, the decades that follow are about building on it. Marriage, children, growing assets, and stepping in for aging parents can all reshape what your plan needs to do. In part two of this mini-series, we walk through the trusts, tax considerations, and legacy questions that arise in your 40s and beyond, along with the steps that turn good intentions into a plan that works.
Jewelry rarely holds only monetary value. A ring or necklace can mark a milestone, honor a relationship, or carry a family story. Your homeowners or renters policy, however, may offer far less protection than you expect. In this piece, we share a teammate’s close call with a cherished ring and explain how to ensure your most meaningful pieces are protected, what paperwork insurers typically require, and which questions are worth asking before a loss occurs.
Have you seen what we’ve been up to on social media? Our channels offer a closer look at life at YESKEBUIE, from firm events to team insights, recognitions, and more. You’ll also find the moments that bring our community together, including milestone celebrations and backyard study groups. Every post comes back to the same values: Clients first, curiosity without limits, and a commitment to helping you Live Big®. We’d love for you to follow along.
