For many high-net-worth families, the answer to holding a family's wealth together across generations lies in family governance, with family meetings serving as one of the most effective tools for building this foundation.

A three-week winning streak for the S&P 500 was snapped as investors assessed mixed economic data and braced for yet another government shutdown threat.

$1 million is no longer the magic number for retirement. At VestGen, we help investors build a strategic plan toward a more realistic $5 million goal.

Major US stock indices set new record highs this week, once again led by large cap technology stocks.

Explore the pros and cons of selling versus transferring your family home to ensure your wishes and legacy are preserved.

Increased odds of further rate cuts in 2025 helped keep the equity rally going, with US stocks hitting further all-time highs during the week.

Good economic data and a solid start to earnings season combined to keep stocks positive during the week.

Market swings can be unsettling, but history shows that downturns and recoveries are a normal part of investing.

US equity markets slipped after hitting new all-time highs during the week, with the S&P 500 and the Dow Jones Industrial Average both ending the session down -0.1%.

Why This Matters to Families With Wealth to Transfer

US equity markets were down most of the week, until the big rally on Friday that led to a weekly gain of 0.3% for the S&P 500 index.

Hot inflation data wasn’t enough to derail weekly gains for US equity markets, which featured another all-time high for the S&P 500 index as it rose 1.0%.

Robert Hostetter will develop and implement comprehensive, innovative and client-centric investment strategies for fast-growing firm.

Planning ahead, without giving it all away. A SLAT offers a tax-efficient way to transfer wealth, shield assets, and still provide financial flexibility for your family.

Stocks delivered a solid weekly performance despite worries over the August 7th tariff deadline, which reinstated duties on a broad range of products from most US trading partners.

The tax code just changed—again. This time, the stakes are high for investors in high-tax states earning $150,000 to $500,000.

Mostly positive earnings weren’t enough to shake concerns over rising inflation and a weakening labor market, sending stocks sharply lower during the week.

New Leadership Positions Enable VestGen to Enhance Operations and Service Offerings

US stocks kept their positive momentum, reaching further new highs thanks to strong corporate earnings and optimism over trade deals.

Whether or not you intend to sell, structuring your business as if you might one day exit is a smart financial strategy.