TheLiveBigWay® Digest: Roots and Returns
Readers of this Digest know that we keep a close watch on economic indicators and financial markets. Today, we’re issuing a review of market and economic activity to get you up to speed on what’s happened thus far in 2024. Despite uncertainty about inflation, interest rates, unrest in the Middle East, and other issues, markets and economies have trudged forward (and upward). Read on to learn more about how the first third of the year has unfolded.
It’s an election year, and though we still have six months until the big day, we’re confident that election season, the results, and the impacts on your portfolio are likely on your mind in some capacity. So, let’s talk about it! Join us on Wednesday, May 22 at 10am PT | 1pm ET for a live webinar with our CIO and Managing Director to discuss these topics and more. Use this link to register today.
We’ve said it before, but we think it can’t be said enough: financial planning is so much more than numbers. Financial planning done right is about building deep relationships with our Clients, constantly learning what matters most, and tailoring our work to align with those values. Our CIO, Yusuf Abugideiri, recently appeared on an episode of the Financial Advisor’s Workshop podcast and shared his thoughts on the human side of financial planning. Watch the two-minute clip here.
As we shared in the previous section, we have a genuine desire to build authentic relationships with each and every one of our Clients. But where does that desire come from? In this edition of Featured Favorites, we asked our team to share three words to describe Yeske Buie’s relationships with Clients. We hope you’ll find that the responses exude the enthusiasm, care, and gratitude that our team has for YOU.
We’d like to use this space one final time to remind you that we’d appreciate you sending us copies of your 2023 federal and state tax returns if you haven’t already done so. We use the information in your returns for a variety of ways including analyzing Roth conversions, updating retirement capital projections, calculating tax projections, and tracking tax data that can impact investment decisions. When you’re ready to send us your return, please do so securely using our secure file upload form.