TheLiveBigWay® Digest: A Closer Look

Index funds have earned their place in conventional wisdom (and for good reason), but “just buy index funds” is advice that’s incomplete on its own. The better question isn’t necessarily which index fund to buy, but asking yourself what you’re actually trying to build. Join us as we take a closer look at what’s actually happening under the hood, what an index fund actually is, what’s going on inside the simple ticker you see, and why it all matters.

Money decisions have a way of getting pushed to the bottom of a busy to-do list, not because they don’t matter, but because they rarely feel urgent until they suddenly are. That’s why Sydney Woodward wrote a financial to-do list for her fellow Gen-Zers. Read her five financial to-dos starting with building credit, and see what progress you can make before the end of 2026, whether you’re checking it off yourself or passing it to a Gen-Zer who needs it.

Some of the richest returns come from time well spent, and this summer gave us two evenings that made this abundantly clear. What a special time it was to gather in San Francisco and Vienna to celebrate the relationships that have carried this firm for decades, and to toast Dave’s and Elissa’s retirement. From Yusuf’s toast in San Francisco to a Virginia evening that outlasted the rain, both nights reminded us why this work matters. We hope you enjoy these photos.

This summer, Euli Toussaint brought curiosity, positivity, and a willingness to jump in on anything asked of her to our San Francisco office. As one of YeskeBuie‘s Financial Planning Interns, she lived out Live Big^® in her own way, bringing a high level of care to every project and conversation along the way. As her internship comes to a close, we sat down with her to reflect on what she learned and how she served our Clients this summer.

According to Pew Research Center, 73% of U.S. adults have experienced an online scam or attack, and at least 31% get scam calls daily. Cybersecurity threats aren’t slowing down, and old methods are being amplified by powerful new tools. Join us Wednesday, September 2 at 11:00am PT | 2:00pm ET, as C3O Lauren Mireles facilitates a webinar featuring cybersecurity expert Perry Carpenter, KnowBe4’s Chief Deception Strategist. Save your spot and help safeguard your data.