TheLiveBigWay® Digest: Empowering You

TheLiveBigWay® Digest: Empowering You

Mutual Funds 101

mutual funds

Mutual funds are the most held type of investment vehicle, with over half of US households owning shares of at least one. At Yeske Buie, mutual funds are the foundational investments we use in our Client portfolios to, among other things, ensure our Clients’ investments are broadly diversified. But what exactly are mutual funds? How are they priced, bought, and sold? How do they differ from other investments? We’ll answer these questions and more in this in-depth review.

Save the Date for Our Election Focused Live Webinar

In every presidential election year, the same question comes up in our conversations with Clients: how will the outcome of the election affect my portfolio? If this question is on your mind, you’ll want to save the date for our next election focused live webinar on Wednesday, May 22 at 10am PT | 1pm ET. During the webinar, our Chief Investment Officer and Managing Director will share their thoughts on the impact of the election and it’s results on markets and on your portfolio. Register today!

Election 2024

When Give Big Becomes Teach Big

Junior Achievement 2

It’s always special when several of our passions align, and our San Francisco team recently experienced this intersection with the opportunity to teach financial literacy to local high school students. For this event, the team spent a day teaching teens about the impact of education and career choices on your finances, how to make smart shopping and saving choices, and more. Continue reading for quotes, photos, and more from this special day.

A Joyful Celebration of You!

Last week, the Yeske Buie team hosted some of our wonderful Clients, partners, and friends to an in-person celebration in Northern Virginia. It was such an honor to celebrate our special relationships with good food, lively conversation, and even better company. We appreciate everyone who joined us, and we were reflecting on warm memories with those who couldn’t make it – we’re so grateful that you allow us to be a part of your lives! We hope you enjoy the following photos from our celebration.

Client Event VA 2024

Request for Your 2023 Tax Return

Now that the 2023 tax deadline has passed, we ask that you send us copies of your 2023 federal and state tax returns. Exactly how we will use this information varies from Client to Client but may include analyzing Roth conversions, updating retirement capital projections, calculating tax projections, and tracking tax data that can impact investment decisions. We are best able to perform tax-related analysis with your most current tax return. When you’re ready, please upload your return using our secure file upload form.