TheLiveBigWay® Digest – Captain’s Log

Saving for Retirement – It’s Never Too Early (or Too Late!)

Time is the most important ingredient in the financial plan Clients use to guide them to retirement. The power of compound interest is the reason this is true – each additional compounding period available to a Client’s savings increases the growth prospects of those funds exponentially. Read more to find out how Yeske Buie helps its Clients use their time before retirement to take advantage of this principle.

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“Captain’s Log, supplemental”

“Captain’s Log, supplemental.” Some of you will recognize these as the words spoken by Captain James T. Kirk after each commercial break, to be followed by a recap of what happened in the prior segment and a preview of the action to come.  Those words come to mind today as we contemplate stock market developments of the recent past and our desire to share a brief update.

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Welcome Aboard!

Yeske Buie is excited to welcome three new additions to our team – Mila Lavoie, Zach Bennedsen, and Ryan Klemm! While the new team members have worked at the firm for only two weeks, they have fully embraced Yeske Buie’s culture and worldviews and are enthusiastic for all that is to come. We will feature each new team member in future editions of the Digest but today we offer welcome notes from each individual sharing the unique strengths they bring to the team and the ways they plan to embrace Yeske Buie’s worldviews.

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Where in the World is the Live Big^® Glass?

Last time, we shared with you a picture of our red, white, and blue Live Big glasses and asked you to share your July 4^th Live Big glass pictures with us. We are pleased to have received two photos of individuals enjoying the holiday both domestically and abroad. We have added these pictures to our Live Big glass photo gallery and have updated our travel maps as the glass has been photographed in a new country! If you find yourself Living Big with your glass in hand this summer, please feel free to share your pictures with us.

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Final Reminder: Changes to Schwab’s Statement Schedule

Starting with July 2016 statements (which would be received in August), Schwab will send monthly statements only for accounts with qualifying activity and accounts that do not have qualifying activity will receive statements on a quarterly basis. Schwab defines qualifying activity as transactions including deposits, withdrawals, trades, and stock dividend distributions and re-investments.

Yeske Buie, however, will continue to post monthly reports to your Client Private Page^® where you can access your account balances and performance information. If you would like to continue to receive monthly Schwab statements regardless of qualifying activity, please contact Victoria Harrell ASAP as today is the final day to make this request with our Schwab service team. Learn more about this change on our website and feel free to contact us with any questions.