TheLiveBigWay® Digest: Go Long
Portfolio Update: Going Long on Bonds
A couple years ago, we decided to take a more conservative approach in our fixed income portfolio and replace DFA’s Five Year Global Bond fund with its One Year Fixed Income fund, which carries an average maturity of less than one year. We made this decision in response to what we were observing in the economy at the time. Read on to learn more about how we’ve adjusted our portfolio in response to the way things have changed since then. And for a big picture view of our portfolios over the last ten years, check out this piece that shares a visual and written summary of the shifts we’ve made to best harness the market’s movements for growth.
Estate Planning in a Digitized World
The days of paper documents stuffed into folders, binders, and safes that were readily accessible is going away. In the increasingly paperless and digital world of today, even though you may have checked off the usual boxes of traditional estate planning, it is important to ensure you are just as diligent with the management and orderly transfer of your digital assets as you are with your other assets. Here are some steps to consider as you look to get started on your digital estate plan.
A Life in Financial Planning
“Good fortune.” These are the words Yeske Buie’s CEO Elissa Buie used as she reflected on her life and career in financial planning when sharing her story for a piece featured by the University of Virginia’s McIntire School of Commerce. The school recently interviewed Elissa, an alumna, to highlight important achievements of women working in financial services in support of their goal to transform and elevate the industry. Continue reading for a summary of the interview detailing Elissa’s mission, involvement, and advice for those passionate about financial planning.
The 2019 Trends in Investing Survey
At Yeske Buie, we believe in taking an evidence-based approach in every aspect of our work. One of the ways we live into this belief is by always seeking out the best available science to ensure that we are providing the best possible service to our Clients. In this vein, we share the results of the 2019 Trends in Investing Survey conducted by the Journal of Financial Planning and the FPA Research and Practice Institute. Read on for a few thoughts from Dr. Dave Yeske on this year’s survey results.
2018 Tax Return Request
For those who filed for an extension for the 2018 tax year, we’d like to remind you that we would appreciate receiving a copy of your federal and state returns when they are completed. Exactly how we use the information in your return varies from Client to Client but can range from analyzing Roth conversions, to updating retirement capital projections, calculating tax projections, and tracking tax data that can impact investment decisions. It is our preference to receive the entire document, however, having a copy of the 1040 and all Schedules is usually sufficient. To securely send us a return or any other information, please use one of the methods described here.