TheLiveBigWay® Digest: Purpose, Positivity, and Progress
Ted Lasso is a favorite TV show of the team at Yeske Buie, and it is not unusual to hear a reference or two around the office. The beauty of the show lies in the lessons Ted shares, which can apply to many areas of life, including your financial journey. While the connection between soccer and financial planning may seem tenuous, we offer these examples of how the show’s valuable insights can guide us towards our financial goals.
The nation came together this week to name our next leader and now that we know the decision, we want to talk about the results and what they could mean for your financial future. Join our CIO and Managing Director next Thursday, November 14 at 11am PT | 2pm ET for a live discussion that will address some of the key questions facing investors and insights and strategies that can help us all move forward with confidence. Register today!
We are excited to share that Cristin Etheredge and Kacie Fawls have each been promoted to more advanced roles within the firm. Cristin will serve as Director of Compliance and Technology, two programs she’s been heading for over ten years, and Kacie will serve as a Financial Planner, accepting full responsibility for Client relationships she’s been building for the past three years. Learn more about Cristin’s and Kacie’s journeys here. Congratulations!
While we don’t want to rush what we hope will be a joyful holiday season, end of year is a busy time, and we would love for you to save the date for our upcoming virtual holiday party. We’re calling this year’s event our Winter Cheer and Bright Horizons party and it will be held on December 12 at 3pm PT | 6pm ET. We look forward to honoring our relationship with you and celebrating our bright future together – register today! RSVP by November 18th to lock in your cocktail (or mocktail) kit order!
The Give Big Acts of Kindness Challenge
One of our founding principles is Give Big. In the spirit of the holidays, we thought we’d give special attention to the meaning behind Give Big and focus on ways we can serve others. As such, we invite you to join us in the Give Big Acts of Kindness Challenge. The challenge is simple: spread kindness and share it with us. Let us know all the ways you’re impacting others, and we’ll add it to our Give Big list. Here are a few examples to kick off the challenge.