TheLiveBigWay® Digest: Enhancing Relationships

TheLiveBigWay® Digest: Enhancing Relationships

Enhancing Your Relationship with Money

Rewind: What’s in Store for 2024?

In case you missed us live, a recording of our recent webinar sharing a review of market performance in 2023 and our thoughts on what’s in store for 2024 is now available here on our website. During the presentation, we cover topics including the Magnificent 7, the upcoming Presidential election, the continued development of AI, and interests rates, inflation, and the job market. We hope you find the presentation to be insightful and engaging, and we’d love to discuss these topics further should you have any questions.

February 2024 Webinar 3x2

Save the Date in Vienna, VA!

We hope you’ll save the date to join us for an in-person event in Vienna, VA on Thursday, April 18 from 5pm – 7pm. We’ll share more details about the event in coming weeks, though you can expect that we’ll prioritize good food and drink, lively conversation, convenient parking, music, and more. Here are a few photos from our in-person events last year. Save the date and stay tuned!

The Give Big Super Bowl Games

Last week, we invited readers to participate in our Give Big Super Bowl Games for charity. The game was simple: make a few predictions about the big game, and we’d honor correct guesses with a donation to charity in the reader’s name. The results are in and we’ll be making donations on behalf of 21 readers who correctly guessed that the Kansas City Chiefs would prevail over the San Francisco 49ers or otherwise made accurate predictions about the game. We appreciate your engagement and we look forward to next season!

Important Information About 1099s

As of this week, 1099s for your taxable accounts are now available via your Schwab Alliance account. If you took distributions from your retirement account(s), your 1099-R is also available via Schwab Alliance (these were released earlier this month). You will receive additional communication from us regarding how to find the tax forms, what to do with them, and what to expect in the coming weeks. In the meantime, if there’s any assistance we can provide as you collect your tax forms, please don’t hesitate to contact us.