TheLiveBigWay® Digest: Live Big Planning
2022 isn’t even half over and it’s already been a doozy. To paraphrase Michael Stipe, lead singer of R.E.M., it feels like the end of the world as we know it…and yet somehow, when we look forward, we at Yeske Buie feel fine. How is it, you might ask, that we can maintain a positive outlook about the future? The answer lies in the past – read on to take a trip down memory lane as a reminder of what we’ve already survived together.
With the second quarter of the year coming to a close, Dr. Dave Yeske and Yusuf Abugideiri, Yeske Buie’s resident economists will be reviewing the events of the last few months on Wednesday, July 6th at 11am PT | 2pm ET. The stories that dominated the headlines at the time of our last webinar in April continue to capture our consciousness – we’ll be talking again about inflation, interest rates, the war in Ukraine, and how these issues have been affecting markets and the economy. Register today and reserve your virtual seat!
It’s been a long few years since we have been able to get together in person and we miss you! We hope you will mark your calendars for Thursday, July 28th at 4pm ET and join us for Yeske Buie’s first IN PERSON Client event in Virginia since 2019, We’re Better Together! (We’re planning one in San Francisco too – stay tuned!) We’ll have delicious hors d’oeuvres and refreshing libations in a gorgeous outdoor/indoor setting at the Meadowlark Botanical Gardens. Keep an eye out for more details to come!
While it’s true that Live Big moments can be experienced at home, we find that many people in the Yeske Buie community are passionate about travel and new experiences. As social and travel restrictions loosen, we asked our team about the post-pandemic trips and activities on their Live Big list. Check out the team’s travel log via this interactive map and let us know what’s on YOUR Live Big list this year.
Financial planning derives its greatest value from a deep relationship between planner and Client. This begins for us during our discovery process, and as a product of this process, we assemble the Live Big® Map, which summarizes the goals and priorities that are most important to you. In this article, we dive a bit deeper into our Live Big® Maps – how they’re constructed and why they’re important. We’ve also saved space at the end for a few examples featuring some notable names.