The Art of Passing the Baton
Why Succession Is the Cornerstone of Compounding
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. According to a Merrill Lynch study, 66% of parents say they’d rather talk about their own death than their finances. Yet more than 70% of those same parents […]
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.
From Success to Significance: Creating a Values-Driven Financial Legacy
A values-driven legacy isn’t just about distributing assets. It’s about preparing both your plan and your people to steward what you’ve built.
Global Equities Rose on Earnings Strength, Despite Late Slip in US Stocks
US stocks slipped late in the holiday-shortened week but still managed to end with gains thanks to strong earnings and hopes that US judges may be able to halt President Trump’s tariffs.