Tariffs Take Center Stage

US stocks had a volatile week, starting off with a Monday selloff and recovering Friday before news dropped that tariffs on Mexico, Canada, and China would be imposed effective February 1st.
Markets are making moves, and we’re keeping an eye on earnings, interest rates, and key economic trends that could impact your portfolio

US stocks posted weekly gains as strong earnings continued to roll in, with the S&P 500 rising 1.8% during the week and reaching a new all-time high on Thursday before declining slightly on Friday.
Stocks Rebound as Inflation Data Eases

US stocks broke out of their early-2025 slump thanks to some good news on inflation and a very strong start to earnings season from the major banks.
Equities Pull Back Amid Rate Concerns

US stocks continued their rough start to 2025, capped with a Friday selloff following a strong jobs report that triggered inflation concerns.
Markets Slip as 2025 Begins Quietly

Markets were slightly lower on a holiday-shortened week as investors turned the calendar to 2025.
The Evolution of Social Security: A New Chapter for Public Servants

In a watershed moment for millions of public servants, President Biden has signed the Social Security Fairness Act into law.
VestGen Wealth Partners Launches with 10 Advisory Practices and $5.3 Billion in Assets Under Management

In a groundbreaking move for the wealth management industry, seasoned industry executive Josh Gerry today announced the launch of VestGen Wealth Partners
Top 7 Estate Planning Mistakes

Any mistakes made in the estate planning process can be extremely costly if you do not catch them. Continue reading to learn the top 7 estate planning mistakes to avoid.
Frequently Asked Social Security Questions

If you have been paying into Social Security throughout your career, you’ll receive Social Security benefits once you retire.
Easy Ways to Lower Your Cost of Living

With the new year, you’re probably thinking a lot about your finances, especially your budget, income, and expenses.