TheLiveBigWay® Digest: Forward Looking

As we said a month ago, everyone’s talking about it, and that’s certainly still true today: inflation is seemingly on everyone’s mind. Read on to learn more about how we’re managing Clients’ portfolios to protect them should this economic enemy appear.

Graduating from a university can be an invigorating yet overwhelming transition, and understandably so. The uncertainty of how your life will change post-graduation, especially your financial situation (student loans, a new salary, etc.), can be unnerving to say the least. To help calm a new grad’s nerves, we offer a few tips that we think can help set the tone for prosperous financial habits now and down the road.

Our strategic partners at Dimensional often share with us educational tools and resources that creatively illustrate key strategies of our shared approach to investments. This quick video sharing why investors might think twice about chasing the biggest stocks caught our attention and felt worthy of a share. Check it out here.

As we’re sure you’re already aware, the federal income tax filing and payment deadline is this coming Monday, May 17. For those who live in the Virginia or California, state tax filings and payments are also due on Monday (here’s a resource to review all state deadlines). When your return is filed, we kindly request that you send us a copy of your return for tax planning purposes throughout the rest of the year – thank you!

Our mission is to empower people to pursue their Live Big lives. As a member of the Yeske Buie community, we hope you’ve felt this impact in your life, and feel inspired to share your experience with family and friends to help them Live Big, too. If you have the opportunity to refer someone to Yeske Buie, please know that there is no pressure to pre-qualify them – we welcome and appreciate all referrals. Also, rest assured that we will help those referred to us find a good match for their specific planning needs, even if it’s not us. So if you know someone who could benefit from financial planning, let us know!