Inherited IRAs are no longer the multi-generational wealth transfer tool they once were. New IRS rules require most beneficiaries to withdraw the entire account within a decade, turning what was once a tax-efficient legacy into a time-sensitive situation.

U.S. equities finished the holiday-shortened week lower but rebounded on the first trading day of 2026, while emerging markets outperformed following a strong Friday rally.

As 2026 approaches, federal tax updates and legislative changes may shape how higher earners and wealthier families are taxed, making proactive preparation essential for managing income timing, estate planning, and long-term wealth strategy.

U.S. equities finished the holiday-shortened week higher, with the S&P 500 reaching a new all-time high amid light trading volumes and continued support from corporate earnings.

A successful business exit is defined by how well the proceeds support your lifestyle, your family, and your long-term financial security once the business income stops

Treasury yields moved sharply during the week as investors weighed cooler inflation data against skepticism surrounding missing CPI components and methodology changes.

How to Maximize Social Security to Help Secure Your Future

Markets were mixed for the week as investors rotated out of technology stocks following the Federal Reserve’s rate cut and renewed questions around artificial intelligence spending.

Markets ended the week modestly higher as investors looked ahead to the upcoming Federal Reserve meeting, where a rate cut is widely anticipated.

Millennials are now outpacing historical wealth expectations, and with strategic moves like maximizing retirement contributions, investing beyond workplace plans, and managing debt intentionally, this generation has significant momentum to build long-term financial security.

In a groundbreaking move for the wealth management industry, seasoned industry executive Josh Gerry today announced the launch of VestGen Wealth Partners

Equity markets rebounded sharply during the holiday-shortened week, fueled by optimism that the Federal Reserve will cut rates in December.

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.

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.

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.

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 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 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.

U.S. stocks ended lower for the week as investors took profits in technology shares following strong recent gains.

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.