TheLiveBigWay® Digest: Walking With Perspective

It has been a wild few weeks for markets and the economy, and yet somehow, when we look forward, we at Yeske Buie feel okay. How do we maintain a positive outlook? The answer lies in our past and what we’ve already survived. In this vein, we thought we’d recirculate this piece that contextualizes how we’ve made it through challenging times. And for more on current events, join our webinar on April 23^rd.

You, our Clients, are always on our minds – whether we’re thinking about additional ways to support you or simply hoping that your recent life event was everything you hoped it would be. Sometimes we get to connect with you directly and other times, our care shows up in the daily details that keep your plan strong and on track. Learn more about the behind-the-scenes ways we’re serving you in this piece.

From Capitol Hill to Sacramento, two of our passionate financial planners, Ryan Kelly and Sydney Woodward, participated in FPA Advocacy Day experiences where they spoke with lawmakers on critical issues impacting the financial planning profession and its Clients. Continue reading to hear about the topics they discussed and how they’re working to make financial planning more accessible and impactful.

What a joy it was to come together in Vienna, VA to celebrate our Clients. We cherished the opportunity to connect over great food, meaningful discussions, and shared memories. Whether you were with us in person or in spirit, we deeply appreciate our relationship with you and the trust you place in us. We hope you enjoy the following photos from the event. Cheers to many more years of connection, collaboration, and community!