TheLiveBigWay® Digest: Bite Size

Investing in the market is often compared to riding a roller coaster, implying that both your money and your emotions will experience highs and lows over time. While volatility is inevitable throughout your investment journey, we have a fundamentally grounded investment philosophy that is implemented in a creative and disciplined way to harness growth in the long run. Spend three minutes with Yusuf Abugideiri to learn more about the six core principles that define our approach to investing.

While filing your individual tax return (or an extension) is obviously the most important item on your financial to-do list this month, we highlight a few additional tasks and resources that you may consider tackling on rainy April days while we wait for the April showers to transform into May flowers.

Although we believe there’s value in brevity, there are a number of financial planning topics that warrant a longer explanation due to their importance and/or complexity. One topic that we’ve felt would benefit from the longer explanation is reverse mortgages. In the coming weeks, our two-part reverse mortgage mini-series written by Partner and Senior Financial Planner, Lauren Stansell, CFP^®, will be getting a new addition! Stay tuned and in the meantime, revisit part one for a basic overview a home equity conversion mortgage.

Concerned about the economic impacts of the Russia-Ukraine war? Worried about inflation? Wondering about the performance of your Yeske Buie portfolio? Make sure you’re registered for next week’s webinar with Dr. Dave Yeske and Yusuf Abugideiri as they’ll be tackling these topics and more during our live event on Thursday, April 21 at 11am PT | 2pm ET. Use this link to reserve your virtual seat and feel free to invite your friends and colleagues to join us, too!

April is National Poetry Month and there’s one poet who we’ve featured in this space several times whose words inspire us and bring us hope: Amanda Gorman. Amanda’s resume is impressive: she’s the youngest inaugural poet in U.S history, an award-winning writer, and a Harvard University graduate. And that’s just the tip of the iceberg – did we mention that she’s only 24 years old?! Here are a few of our favorite poems by Amanda.