US equities reached new all-time highs but pulled back sharply on Friday on poor consumer sentiment and general uncertainty over government cost-cutting and the potential imposition of tariffs.

The VestGen executive leadership team brings unique perspectives and complementary strengths to their roles.

US equities shrugged off hotter-than-expected inflation and concerns over tariffs and delivered a solid weekly performance.

The largest generational wealth transfer in history is happening right now, and women are at the center of it. Over the next two decades, women are expected to inherit more than $30 trillion in financial assets, reshaping the landscape of wealth management.

Stocks were little changed during the busiest week of Q4 2024 earnings season, with the S&P 500 ending the weekly session down -0.2%.

For decades, the 60/40 portfolio—a classic mix of 60% equities and 40% bonds—was considered the gold standard for long-term investors seeking balanced growth and risk mitigation.

US stocks had a volatile week, starting off with a Monday selloff and recovering Friday before news dropped that tariffs on Mexico, Canada, and China would be imposed effective February 1st.

US stocks posted weekly gains as strong earnings continued to roll in, with the S&P 500 rising 1.8% during the week and reaching a new all-time high on Thursday before declining slightly on Friday.

US stocks broke out of their early-2025 slump thanks to some good news on inflation and a very strong start to earnings season from the major banks.

US stocks continued their rough start to 2025, capped with a Friday selloff following a strong jobs report that triggered inflation concerns.

Markets were slightly lower on a holiday-shortened week as investors turned the calendar to 2025.

In a watershed moment for millions of public servants, President Biden has signed the Social Security Fairness Act into law.

Discover the strategies and benefits of tax-efficient investment consulting. Our blog post offers valuable insights on how to maximize your returns and optimize your investments.

Thriving in Chicago's business landscape requires a strategic blend of adaptability, foresight, and local expertise. With decades of experience serving business owners in Illinois, we've distilled key insights essential for navigating this dynamic environment.

Any mistakes made in the estate planning process can be extremely costly if you do not catch them. Continue reading to learn the top 7 estate planning mistakes to avoid.

As a business owner in the bustling metropolis of Chicago, you understand the importance of strategic decision-making, especially when it comes to your finances.

When it comes to exit planning, business owners can find themselves at a crossroads, standing on the precipice of profound decisions that call for strategy.

With inflation rising without an income increase to match, it can be a concerning time. Everyone in the United States is experiencing an increase in the prices of necessities. This can be especially stressful if you are retired and living off of a fixed income. Keep reading to learn about protecting your retirement savings against inflation.

Spring has sprung and it’s time to start your Spring-cleaning routine! While your home may be the focus of your Spring-cleaning ritual, consider taking a look into your personal finances.

With the landscape of the financial services industry continuing to change with the introduction of new tools, advisors need to embrace these new innovations to stay current.