TheLiveBigWay® Digest: Mid-Year Reflections

July 03, 2025 TheLiveBigWay® Digest By: Yeske Buie

Dear Readers,

With six months of 2025 behind us and six more to come, now feels like a natural moment to pause and reflect. At this meaningful midpoint in the year – and in our firm’s ongoing evolution – our Chief Planning Officer, Chief Investment Officer, and Chief Operating Officer share what’s been top of mind so far for the firm and our Clients and what they’re focused on as we look ahead. Below you’ll find a quote from each reflection along with a link to read more.

We hope you enjoy reading these insights, and we wish you a safe and celebratory Fourth of July weekend!

The Yeske Buie Team

Mid-Year Reflections from the Chief Planning Officer

“I’m feeling renewed energy and passion for my role as Chief Planning Officer, our amazing team, the dear relationships we get to build and work we get to do with Clients, and my excitement for the overall profession.”

Mid-Year Reflections from the Chief Investment Officer

“As I sit here and reflect on these past 26 weeks, the overwhelming sensation I feel is one of gratitude: for what we’ve achieved (in spite of/because of [?] what we’ve persevered through), for how we’ve shown up, and for where we’re headed.”

Mid-Year Reflections from the Chief Operating Officer

“This season of growth has reminded me just how energizing it is to do work that matters with people who care deeply. I feel more alive than ever, and I’m inspired by the buzzing energy that surrounds us as we continue building something meaningful together.”

TheLiveBigWay® Digest: Mid-Year Reflections