TheLiveBigWay® Digest: Timeless Lessons
Our strategic partners at Dimensional are celebrating their 40 anniversary as a firm, and Founder, David Booth, used the milestone as an opportunity to reflect on the lessons he’s learned from his decades in finance. We find that Booth’s reflections and beliefs align very closely with those of our own Founders, and use this space to highlight our thoughts on five investing lessons that Booth wishes every investor could know.
Celebrating National 529 Day
Education planning is frequently a topic we discuss with our Clients. It can be tricky to decide when and how to start saving, as there are many unknown factors that can make estimating college costs challenging. In honor of National 529 College Savings Plan Day tomorrow (May 29), we thought it would be worthwhile to revisit the topic to share our thoughts on the best available plans.
Sharing the Yeske Buie Story
The Yeske Buie story is all about relationships. In fact, even Yeske Buie’s origin story is built on relationships – our Founders were life partners before they became business partners! We are so grateful for our relationship with YOU, and we hope you feel inspired to share your experience with friends and family to help us grow the Yeske Buie community. Learn more about the Yeske Buie story from this brief history and two creative visuals.
The Hope Chronicles
Welcome to our first integrated edition of The Hope Chronicles and TheLiveBigWay Digest! We will be using this space to continue sharing hope focused content that keeps us grounded and expresses our values system. As always, if you come across something that inspires you and brings you hope, please don’t hesitate to share it with us!
“Because I Can”
Simone Biles inspires us to embrace our power and never play ourselves small. Watch her become the first woman to land this routine in competition… because she can.
Give Big, Win Big
Sports are special for a lot of people, but when a group uses their platform to give back to their community, special becomes an understatement. Well done, Utah Jazz.
All it takes is a few beats of this upbeat song to lift our spirits and get us ready for some summertime fun – we can’t help but to dance!
2020 Tax Return Request
The first deadline of the 2021 tax season is officially in the rear-view mirror. For those who did not file for an extension, we’d like to request that you send us a copy of your return. Exactly how we use the information varies from Client to Client, but can range from analyzing Roth conversions, to updating retirement capital projections, calculating tax projections, and tracking tax data that can impact investment decisions. Please send us the document using one of the secure methods described here.