TheLiveBigWay® Digest: Grand Passion

TheLiveBigWay® Digest: Grand Passion

When Projections Align with Reality

Optimistic investment graph, bundle of dollars and calculator

As financial planners, we are continuously reassessing the assumptions we make in the retirement projections we build for our Clients. We recently back-tested our portfolio’s performance over the past 26 years, confirming again that one of our most critical assumptions continues to fit with reality – read on to find out what we tested and the implications of the results.

TheLiveBigWay® Financial Planning Process

At Yeske Buie, we believe that financial planning (done right) is a deeply personal process that involves thinking far beyond risk analysis and financial planning strategies, while staying grounded in the best available research. In recognition of World Financial Planning Day next week, we share three pieces detailing TheLiveBigWay® financial planning process: Discovery Insights, Two Realms of Financial Planning, and Collaboration.

White Jigsaw Puzzles On Blue Background


Jack Petras - Professional Photo TEAM PAGE

We are pleased to share that Jack Petras has passed the CFP® Exam! Jack has been studying for the exam every day since February, and while COIVD-19 added some bumps along his road to exam day, Jack remained dedicated to his routine and ultimately earned the success he was seeking. Continue reading for more about the CFP ® requirements and quotes from Jack about his experience.

Live Big® Life Hacks – Register Today!

A life hack is a shortcut, skill, or novelty that increases your productivity and improves your health, happiness, and/or relationships. With all the challenges we’ve faced in 2020, we think we can all benefit from life hacks that help us to continue to Live Big. Register today to join our interactive workshop on Thursday, October 22 featuring a dozen Live Big life hacks!

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Make a Plan to Vote

Democrat vs republican poll, democratic decision and primary voting conceptual idea with Vote election campaign button badges and the united states of american flag

The U.S presidential election is just one month away – do you have a plan to vote? Voting is a privilege and a duty, and we hope that you ensure you are registered to vote and encourage those in your social networks to do the same. Below are a few related resources that may be helpful for you or those you know: