TheLiveBigWay® Digest – Lasting, Not Trending

Beyond the Crypto Craze: The Rise of Blockchain Technology

Hardly a day goes by where we don’t see headlines about Bitcoin, the rise of cryptocurrencies, and the emerging technologies fueling the craze – we shared a post on the topic earlier this year titled “What is Bitcoin actually worth?”. Today, we’d like to take a deeper dive into the technology that supports Bitcoin and cryptocurrencies known as blockchain. The emergence of blockchain technology may be reminiscent of Buffalo Springfield’s famous song lyrics; “There’s something happening here. But what it is ain’t exactly clear.” Read on for a deeper look at what that something is, and why we as financial planners are paying attention to this disruptive technology.

Macro-Level Conference Learnings

A few weeks ago, our Financial Planning Team attended FPA’s Northern California Conference. We believe conferences like this one provide our team with the opportunity to gain macro-level insights on the current challenges and best practices in financial planning. We find that upon returning to the office, the conference learnings spark a curiosity to dive deeper into one or more topics, which oftentimes leads to robust conversations about applying these learnings with our Clients. Today, we share a few of this year’s conference highlights.

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Ryan and Faith, Forever! 

This May, nestled in the beautiful hills at Wolf Mountain Vineyard, Ryan and his fiancée Faith exchanged vows to become husband and wife. Celebrating in their home state of Georgia surrounded by family and friends, Ryan and Faith said “I do” as they soaked in the breathtaking mountain views and danced the night away beneath a spectacular sunset. The newlyweds are now enjoying the next chapter of their life together in San Francisco, and the Yeske Buie team couldn’t be happier for this perfect pair.

The 2018 Trends in Investing Survey

This year’s results of The 2018 Trends in Investing Survey have been released and in many ways, last year’s trends parallel this year’s findings. Specifically, the use of Exchange Traded Funds (ETFs) has climbed again for the eighth consecutive year with 87% of surveyed advisors reporting that they currently use or recommend ETFs with Clients. Additionally, there was a new investment vehicle added to this year’s survey – cryptocurrencies – which advisors largely agreed are “an interesting concept to keep an eye on, but not invest in yet,” at best. Read on for more on the survey results including Dave’s thoughts on ETFs and cryptocurrencies.

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Help Us Reach 100 Live Big Glass Photos!

It’s time to get your Live Big glasses out! With summer upon us and vacation (or stay-cation!) plans firming up, we hope you will enjoy your plans with your Live Big glass in hand. Check out our gallery of +80 photos that have been collected over the last three years and send us your photos to help us reach 100 before the end of the year. To request a glass or to send us your photos, please email Mila@Yebu.com. We hope you enjoy your Live Big plans this summer.