TheLiveBigWay® Digest – Ready to Learn

Is a Mortgage Refinance Smart for You? 

Could you be making your mortgage payments more efficiently? Refinancing may offer you the opportunity to align your mortgage more closely with your broader financial goals. That said, refinancing is a complex decision, and many factors will affect your interest rates and optimal payoff timing. In this piece, we explore some of the considerations you may think about when it comes to refinancing your mortgage.

Roundup and at ‘Em: Ready to Learn

As has become an annual event, the Yeske Buie Financial Planning Team once again attended FPA’s Far West Roundup. At this conference, some of the brightest minds in the profession meet up on the campus of UC Santa Cruz to discuss any and all topics related to financial planning. For the eighth time, Dave served as the sheriff of the conference and opened the weekend with a thought-provoking question on ‘change’. Read on to learn more about the robust conference learnings that will help us stay well informed as we serve our Clients.

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It’s a Boy!

The Yeske Buie team is overjoyed to share that Yusuf Abugideiri, Senior Financial Planner in our Virginia office, and his wife Maegan are expecting their first child! They recently learned that they are having a boy and the estimated due date is December 18th. The baby seems to be just as eager as we are to meet him as he’s proven to be a very active, kicking bundle of love. More to come as the months pass but for now, we rest with the joy and anticipation of this exciting news. Congratulations, Yusuf and Maegan!

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It Was a Pleasure to See Our Guests in San Francisco

Last week, the Yeske Buie team had the pleasure of hosting a special event full of wonderfully intelligent conversations, tasty appetizers and sweet treats, and an interactive presentation from Apollo Lupescu, PhD. Apollo and the Yeske Buie team were blown away by the audience’s challenging questions which lead to discussions about value systems, investments, the history of the markets, current market influences, and more. We hope you enjoy revisiting the event with us through the small gallery of photos on our website.

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Where in the World is the Live Big Glass?

The newest adventure for our Live Big glass involved a trip to the southwestern United States. While there are hundreds of incredible views throughout the southwest, six photos emerged showing the impressive beauty of our National Parks and National Forests – can you guess the location of the glass in these photos? You may also note from these photos that we now have plastic versions of the Live Big glass that many find to be easier for traveling. Let us know if you’d like one for your next trip!