TheLiveBigWay® Digest: Joyful Journeys

TheLiveBigWay® Digest: Joyful Journeys

Performance of the Premiums

Metal globe resting on paper currency

There are many dimensions of risk and return in the stock market, the most notable three being the Market, Size, and Value factors (or premiums). Join us for a tour of 90 years of market history, with a particular focus on implications for the future, via this 24-minute video featuring Dr. Dave Yeske.

National Be a Millionaire Day

According to one source, there are over 900 unofficial holidays celebrating everything from National Cookie Day to National Grammar Day. This Monday is ‘National Be a Millionaire Day’ which aims to promote financial habits that support the dream of becoming a millionaire. Today, we use this fun holiday as an opportunity to share resources for tracking your spending and savings, ideas to make the most of your money and your life, and considerations for those whose plan to become a millionaire by winning the lotto!

Dollar bills in glass jar. Saving money, economy, finance concept.

Well Done, Dan!


We are very proud to announce that Daniel Tripp has officially earned the CFP® Certification! Dan has been working towards the goal of becoming a CERTIFIED FINANCIAL PLANNERTM professional for over four years after deciding to transition out of the military and into the civilian world to pursue a career in financial planning. Read on to learn more about Dan’s journey to becoming a CFP.

Adventures of the Live Big… Pen?!

We often use this space to post photos of our Live Big glass being used in people’s lives as they Live Big at home and abroad. Earlier this week, however, we received news that it’s not just our Live Big glasses that are making appearances around the world – our pens are also showing up in the most unexpected places! Read on for the full story

Hongkong city skyline scenery

2018 Tax Return Request

A clock with tax time sticky note and calculator on the desk

The first deadline of the 2019 tax season is officially in the rear-view mirror. For those who did not file for an extension, we’d like to request that you send us a copy of your return. 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.