TheLiveBigWay® Digest: Money Matters

TheLiveBigWay® Digest: Money Matters

Portfolio Review, Part Deux: On Bonds


We spill a ton of ink talking about stocks and what the market is doing, but our Clients’ portfolios carry more than just fractional shares of thousands of companies scattered around the globe – the bonds in their portfolios play an integral role in helping them execute their financial plans. Read on to learn more about how we’ve been managing our bond portfolio, and how it’s performed recently.

Financial Planning for Individuals with Disabilities

Financial planning is a valuable process for anyone, and becomes even more critical for those supporting loved ones with disabilities. This kind of planning requires accounting for the resources needed to support the loved one in childhood and potentially into adulthood, and becomes even more complicated when considering the rules of the government benefits and different savings vehicles that are available. In this piece, we break down some of the planning considerations that come with providing for loved ones with disabilities.

pyramid of health and medical icon on wood cubes and hand put coin on stack of coins for health insurance, retirement concept

What’s in Store for 2024?

We’ve recently been sharing our reflections on the performance of stocks and bonds in the Yeske Buie portfolio in 2023, and now we want to look ahead. What may be store for investors in the coming months? Join our Managing Director and our newly appointed Chief Investments Officer on Thursday, February 15 at 11am PT | 2pm ET for our take on what we may see in the election year ahead. Register today – we look forward to seeing you there!

The Latest in Cyber Fraud

As financial planners, we are trusted with some of Clients’ most personal information, and we consider it a serious responsibility to keep that information secure. Because of this, we’re committed to keeping ourselves and our Clients abreast of common scams. We’ve used this space to talk about phishing, smishing, and vishing, and today we want to share an alert from the experts at KnowBe4, our strategic partners in cybersecurity, about a dangerous campaign called callback phishing. Here are a few tips for preventing cyber fruad of all kinds.

2024 Tax Filing Season

As we look ahead to the upcoming tax season, we like to use this space to share regular reminders about the information you (and/or your accountant) needs to prepare your annual tax return. Schwab has informed us that they expect your 1099 forms to be available via Schwab Alliance by Friday, February 2. When your forms are available, here’s how you can find them. Stay tuned for updates as we learn more.