Stocks Slide on Renewed China Tariff Threats
US equities were set for another week of gains, but a renewal of trade war rhetoric with China sent major indices sharply lower on Friday, resulting for weekly losses across the board for US stocks.
VestGen Welcomes Six Advisory Teams Nationwide
VestGen now oversees approximately $7 billion in total client assets, with 45 advisors across the country. Acquisitions represent next phase of growth after launching in December 2024
Investing 101 for Millennial and Gen Z Investors: How to Get Started
For many millennials and Gen Z investors, the biggest challenge isn’t a lack of opportunity; it’s a lack of education about which steps to take first. At VestGen, we work with high-net-worth individuals and couples, their children, as well as other young people beginning their professional and financial journeys.
Markets Rally Despite Government Shutdown Headlines
US equities bounced back and with a positive weekly performance on improved market breadth, driving both the S&P 500 and Dow Jones Industrial Average to a 1.1% gain that marked a new all-time high for both indices.
Family Meetings As a Foundation for Family Governance
For many high-net-worth families, the answer to holding a family’s wealth together across generations lies in family governance, with family meetings serving as one of the most effective tools for building this foundation.
Markets Slip as Shutdown Threat Looms
A three-week winning streak for the S&P 500 was snapped as investors assessed mixed economic data and braced for yet another government shutdown threat.
Investors, Here’s Why You’ll Need At Least $5 Million to Retire Comfortably
$1 million is no longer the magic number for retirement. At VestGen, we help investors build a strategic plan toward a more realistic $5 million goal.
Fed Delivers First 2025 Rate Cut
Major US stock indices set new record highs this week, once again led by large cap technology stocks.
If I Can Transfer Money to My Heirs, Can I Also Transfer My Home to Them?
Explore the pros and cons of selling versus transferring your family home to ensure your wishes and legacy are preserved.
Stocks Hit New Highs as Yields Fall
Increased odds of further rate cuts in 2025 helped keep the equity rally going, with US stocks hitting further all-time highs during the week.