Markets Steady Ahead of Key Fed Meeting
Markets ended the week modestly higher as investors looked ahead to the upcoming Federal Reserve meeting, where a rate cut is widely anticipated.
Catching Up and Moving Forward: A Financial Approach for Millennials
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.
Stocks Rally as Rate Cut Optimism Builds
Equity markets rebounded sharply during the holiday-shortened week, fueled by optimism that the Federal Reserve will cut rates in December.
Common Financial Planning Mistakes You Can Avoid with the Right Guidance
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.
Markets Pull Back Amid Fed Rate Uncertainty
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.
Philanthropic Tax Implications to Keep in Mind for 2026
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.
Markets Steady as Government Reopened and Yields Rose
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 Wealth Partners Launches its New Service Line, VestGen Athlete
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 Big Beautiful Bill and Its Implications for Higher-Income Households
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.
Markets Pull Back as AI Stocks Weaken
U.S. stocks ended lower for the week as investors took profits in technology shares following strong recent gains.