Market Updates
Read our latest market commentary
Tech Strength and Earnings Lift Stocks Higher
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.
Navigating the One Big Beautiful Bill Act: A Guide for High-Earning Households
The tax code just changed—again. This time, the stakes are high for investors in high-tax states earning $150,000 to $500,000.
Labor Data Miss Jolts Markets and Fed
Mostly positive earnings weren’t enough to shake concerns over rising inflation and a weakening labor market, sending stocks sharply lower during the week.
VestGen Continues Expansion of Leadership Team with Appointment of National Head of Advisors, Director of Insurance
New Leadership Positions Enable VestGen to Enhance Operations and Service Offerings
Stocks Hit Highs on Earnings and Trade
US stocks kept their positive momentum, reaching further new highs thanks to strong corporate earnings and optimism over trade deals.
How Business Owners Can Build a ‘Sellable’ Company – Even if They Never Plan to Sell
Whether or not you intend to sell, structuring your business as if you might one day exit is a smart financial strategy.
What’s the Future of Your Portfolio?
Passing wealth to future generations requires thoughtful planning. Here’s how to create a legacy that lasts.
Markets Steady as Tariff Fears and Fed Caution Collide
US stocks took a breather from their recent run, with the S&P 500 falling on Friday after reaching another all-time high on Thursday to end the week down -0.3%.
What Happens If You’re Suddenly the Financial Decision-Maker?
Suddenly managing the finances after a major life change—like widowhood or divorce—can feel overwhelming. With the right guidance and a clear plan, it’s possible to regain confidence and take control of your financial future.
Holiday Week Rally Fueled by Job Strength
US stocks registered another all-time high on the holiday-shortened week, propelling the S&P 500 to close at 6,279 with a 1.7% gain.
The Retirement Readiness Checklist for Business Owners
Whether you’re considering an exit in the next year or simply want to be proactive, this checklist will help ensure that your personal financial life is as well-structured as your business operations.
Stocks Hit Records as Oil Retreats
US stocks once again shrugged off geopolitical and economic concerns as the S&P 500 hit a new all-time high on Friday to cap off a 3.5% weekly gain.
How to Talk to Your Adult Children About Money (Without Creating Conflict)
Conversations about money are rarely just about dollars. They’re about values, priorities, expectations—and sometimes, unspoken tension. That’s why many families, even financially successful ones, avoid them altogether.
Geopolitics Rocks Market, Fed Stays Put
Volatility eased but investors remained anxious without clarity on the expected scope and duration of the fighting between Israel and Iran, prior to the weekend’s development of the US entering the conflict.
The Family Business Dilemma: Should You Keep, Sell, or Transition It?
Deciding whether to keep, sell, or transition your family business is one of the most important financial choices you'll ever make.
Markets React to Fed’s June Pause
US stocks were trending higher during the week on soft inflation data but pulled back on Friday after Israel launched targeted strikes on Iranian leadership personnel and nuclear enrichment sites.
VestGen Builds NextGen Advisor Team with Daniel Stringfellow and Gavin Bolanos
Additions Advance Firm’s Succession-Focused Strategy by Expanding its Bench of NextGen Talent to Enhance Service Offerings and Client Support
Labor Resilience Boosts Market Mood
US stocks got a Friday bump from stronger-than-expected jobs data to cap off a solid week of gains, shrugging off a tense debate over the Republican budget bill that included a social media feud between President Trump and Elon Musk.
ONE VestGen Conference Fostered Advisor Relationships and Best Practices at VestGen Wealth Partners’ Inaugural Event
Keynotes and panels aimed at solving advisor succession, multi-generational client service, and technology innovation.