Tariff Turmoil, Fed Patience, and GDP Warning: Markets Faced a Volatile Week
The shifting narrative around tariffs gave investors headaches and ultimately drove US stocks lower during weekly trading.
Family Wealth Without Family Drama: How to Build a Legacy That Lasts
One of the biggest risks to generational wealth isn’t market downturns or taxes—it’s family conflict. Studies show that 90% of generational wealth is lost by the third generation, often due to mismanagement, lack of planning, and family disputes.
Market Shifts & Policy Moves: What Investors Need to Watch This Week
Risk-off was the theme as investors shunned big technology stocks despite another quarter of record earnings from Nvidia (NVDA) and inflation data that came in as expected.
Retirement Redefined: Why Today’s Retirees Are Embracing Entrepreneurship
Retirement is no longer just about leisure, golf courses, and travel. More retirees are redefining this stage of life by launching businesses, consulting, and investing in passion projects.
Markets Pull Back After Hitting New Highs
US equities reached new all-time highs but pulled back sharply on Friday on poor consumer sentiment and general uncertainty over government cost-cutting and the potential imposition of tariffs.
VestGen Wealth Partners Completes Buildout of C-Suite with Seasoned Executives and Dedicated Innovators
The VestGen executive leadership team brings unique perspectives and complementary strengths to their roles.
Markets Advance Despite Hot Inflation Data
US equities shrugged off hotter-than-expected inflation and concerns over tariffs and delivered a solid weekly performance.
The Silent Wealth Transfer: Why Women Are Taking Control of Family Finances
The largest generational wealth transfer in history is happening right now, and women are at the center of it. Over the next two decades, women are expected to inherit more than $30 trillion in financial assets, reshaping the landscape of wealth management.
Global Stocks Edge Higher on Trade Hopes
Stocks were little changed during the busiest week of Q4 2024 earnings season, with the S&P 500 ending the weekly session down -0.2%.
Beyond the 60/40 Portfolio: Modern Strategies for Long-Term Growth
For decades, the 60/40 portfolio—a classic mix of 60% equities and 40% bonds—was considered the gold standard for long-term investors seeking balanced growth and risk mitigation.