TheLiveBigWay* Digest – All Aboard for the Long Haul
All Aboard for the Long Haul
The 2014 edition of Dalbar’s long-running study of mutual fund investors has been released and the results are consistent with every prior edition. Yet again, the numbers suggest that the average stock mutual fund investor tends to buy high and sell low, achieving returns that are far below the market as a whole.
If you’re going to board the investment train, you’ll do best if you commit to staying onboard for the long haul!
Meet The Team – Yusuf Abugideiri, CFP®
As a Financial Planner, Yusuf works with the Financial Planning Team to implement strategies and recommendations that help clients to achieve their Live Big® goals.
Current Update: Yusuf was married on May 10 and, after attending the second of his two sisters-in-law’s college graduations, Yusuf and new wife Maegan are currently honeymooning in Antigua.
|Congratulations Yusuf and Maegan!|
|Live Big® Adventure 2014
Elissa and Dave are planning a Live Big Adventure for Fall of this year that will take them first to London to visit family and then on to a Mediterranean cruise that will range from Barcelona to Venice and many ports in between. Beyond the opportunity to visit Elissa’s British relatives and generally indulging Dave and Elissa’s love of travel, the trip is an opportunity for the Yeske Buie Team to gain valuable leadership experience.
If you have any planning needs that will require Elissa or Dave’s particular attention, especially as we approach September, please let us know as soon as you know.
As always, Dave and Elissa will be reachable if an urgent need arises but letting us know about anything you can reasonably anticipate will allow us to plan accordingly and ensure that you get everything you need.
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