Market Updates
Read our latest market commentary
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.
Family Meetings As a Foundation for Family Governance
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.
Markets Slip as Shutdown Threat Looms
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.
Investors, Here’s Why You’ll Need At Least $5 Million to Retire Comfortably
$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.
Fed Delivers First 2025 Rate Cut
Major US stock indices set new record highs this week, once again led by large cap technology stocks.
If I Can Transfer Money to My Heirs, Can I Also Transfer My Home to Them?
Explore the pros and cons of selling versus transferring your family home to ensure your wishes and legacy are preserved.
Stocks Hit New Highs as Yields Fall
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.
Weak Jobs Data Sends Yields and Dollar Lower
Good economic data and a solid start to earnings season combined to keep stocks positive during the week.
Riding Out the Storm: A Guide to Weathering Current Market Volatility
Market swings can be unsettling, but history shows that downturns and recoveries are a normal part of investing.
Markets Slip Slightly After Hitting Record Highs
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%.