TheLiveBigWay® Digest – Creative Strategies – Grounded Wisdom®

TheLiveBigWay® Digest – Creative Strategies – Grounded Wisdom®

Idea concept words in tag cloud

Dimensional Stories: Empirical Work

DFA founder David Booth likes to say, “it’s about ideas,” and we certainly don’t know of another fund company that has been more about ideas than Dimensional Fund Advisors. As Dimensional embarks on it’s 25th year of working with financial advisors ,they shared with us a series of Dimensional Stories, two minute videos on the themes and insights that influence Dimensional’s way of investing. We will be sharing these Dimensional Stories with you over the next few months as we feel they give insight into the thinking of an important strategic partner, one which adds enormously to our clients’ investment success. We hope you enjoy the first video featuring Nobel Laureate Eugene Fama titled “Empirical Work”.

YeBu in the Media

This past week, both Elissa and Dave were featured in various media outlets. Last Wednesday, Elissa made a live appearance on WRNW Women’s Radio Network and shared Yeske Buie’s Live Big philosophy with their host and their listeners – you can hear a replay of Elissa’s show here. Additionally, the Financial Planning Association announced that Dave will become Practitioner Editor of the award-winning Journal of Financial Planning effective June 1st. Dave was also quoted in a CNBC report regarding succession planning for small business owners following the results of a joint survey by the Financial Planning Association and CNBC. You can keep up to date with all of Yeske Buie’s media announcements by following our YeBu in the Media page or any of our Social Media sites.

YeBu in Media

Where in the World is the Live Big® Glass?

If you have recently had a meeting in either of our offices or attended one of our Open House events, you’ve seen that we enjoy using and giving away our customized Live Big glasses. This summer, we will be starting a “Where in the World is the Live Big Glass?” campaign to show off the Live Big glass from anywhere in the world! If you have a Live Big glass, feel free to email a picture of you enjoying a drink from your glass to to join the campaign. If you do not have a glass, you may also email and we will happily send you a glass so you can participate. Crowd favorites will receive a gift so stay tuned for the start of the campaign!

Tax Planning: Request for 2014 Tax Returns

1040Now that tax day has come and gone (unless you are on extension), we will be requesting a copy of your 2014 Federal and State returns to help us better serve our Clients throughout the year. Exactly how the information is used varies from Client to Client, but we are best able to perform tax related analysis with your most current tax return. Lauren Vitt will be sending email requests beginning Monday. You may send the document to us using any of the methods described here.