Market Updates
Read our latest market commentary
Stocks Rally as Rate Cut Optimism Builds
Equity markets rebounded sharply during the holiday-shortened week, fueled by optimism that the Federal Reserve will cut rates in December.
Common Financial Planning Mistakes You Can Avoid with the Right Guidance
Managing wealth is complex, and life is unpredictable, making common financial planning mistakes common. A personalized plan helps you anticipate challenges, avoid pitfalls, and align your actions with your goals.
Markets Pull Back Amid Fed Rate Uncertainty
Equity markets declined this week, with the S&P 500 down 2.0% amid Fed rate policy uncertainty and mixed reactions to Nvidia's earnings. The September jobs report showed 119,000 jobs added, but the unemployment rate rose to 4.4%, the highest in nearly four years. Markets are now pricing in 72% odds of a Fed rate cut at the December 10th policy meeting.
Philanthropic Tax Implications to Keep in Mind for 2026
The One Big Beautiful Bill Act introduces 2026 tax changes that will reshape charitable giving, including a new deduction for non-itemizers, reduced benefits for high earners, and a 0.5% AGI floor for itemized deductions.
Markets Steady as Government Reopened and Yields Rose
U.S. stocks were mixed for the week as investors rotated out of technology and into value-oriented sectors while reassessing the likelihood of a December Fed rate cut.
VestGen Wealth Partners Launches Its New Service Line, VestGen Athlete
VestGen Athlete is designed to help professional and student athletes, and their families, build enduring wealth, elevate their brand equity, and plan for life after sport.
The Big Beautiful Bill and Its Implications for Higher-Income Households
The One Big Beautiful Bill introduced sweeping tax changes, including a $15 million estate tax exemption and expanded SALT deduction caps. These provisions create new opportunities for high-income families to minimize taxes and strategically plan their wealth transfers and charitable giving.
Markets Pull Back as AI Stocks Weaken
U.S. stocks ended lower for the week as investors took profits in technology shares following strong recent gains.
Strengthening Your Mission: Why a Nonprofit Needs a Financial Partner
Nonprofit organizations face the challenge of balancing mission-driven work with growing financial complexity, often leaving small teams stretched across multiple responsibilities. A dedicated financial advisor can help streamline decision-making and develop structured investment policies, allowing leadership to focus on their mission while ensuring resources are strategically managed.
Fed Cuts Rates, Tech Earnings Lifted Markets
U.S. equities ended the week higher as strong technology earnings and modest progress in U.S.–China trade talks supported market sentiment.
The Best Time to Work with an Advisor? Right Now
Whether you're approaching retirement, managing your own portfolio, or looking for help with a financial plan, it's never too late to connect with an advisor to create a plan that aligns your wealth with your life.
Stocks Hit New Highs on Cooler Inflation
US equity markets ended the week on a high note, posting record closing highs on Friday after inflation data came in cooler than expected.
VestGen Expands National Platform to Serve Retirement Plan Sponsors
VestGen Wealth Partners, LLC announced a strategic expansion into the retirement plan market with the launch of VestGen Retirement Services. The new initiative delivers institutional-grade fiduciary oversight and participant engagement to plan sponsors seeking a more proactive, personalized experience.
The Benefits of SLATs for Wealthy Families
For many high-net-worth families, a Spousal Lifetime Access Trust (SLAT) offers a powerful way to protect wealth, reduce estate taxes, and provide for a spouse while preserving assets for future generations. By moving assets outside of the taxable estate while maintaining access for the beneficiary spouse, SLATs balance flexibility with long-term financial security and asset protection.
Markets Rebound as Bank Earnings Calm Fears
US equities endured a choppy week as credit worries and trade rhetoric spooked investors but ultimately were able to turn out a positive weekly performance.
Tax-Efficient Giving to Maximize Impact and Minimize Taxes
For high-net-worth families, strategic charitable giving provides significant tax advantages while building a lasting legacy. By donating appreciated assets through vehicles like donor-advised funds, private foundations, or charitable trusts, wealthy families can maximize their deductions, avoid capital gains taxes, and engage future generations in values-based giving.
Stocks Slide on Renewed China Tariff Threats
US equities were set for another week of gains, but a renewal of trade war rhetoric with China sent major indices sharply lower on Friday, resulting for weekly losses across the board for US stocks.
VestGen Welcomes Six Advisory Teams Nationwide
VestGen now oversees approximately $7 billion in total client assets, with 45 advisors across the country. Acquisitions represent next phase of growth after launching in December 2024
Investing 101 for Millennial and Gen Z Investors: How to Get Started
For many millennials and Gen Z investors, the biggest challenge isn't a lack of opportunity; it's a lack of education about which steps to take first. At VestGen, we work with high-net-worth individuals and couples, their children, as well as other young people beginning their professional and financial journeys.
Markets Rally Despite Government Shutdown Headlines
US equities bounced back and with a positive weekly performance on improved market breadth, driving both the S&P 500 and Dow Jones Industrial Average to a 1.1% gain that marked a new all-time high for both indices.