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Should You Consider a Donor-Advised Fund? A Smart Giving Strategy for High-Impact Families

Over the past decade, Donor-Advised Funds (DAFs) have become one of the fastest-growing philanthropic tools in the U.S.—and for good reason.
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VestGen’s Weekly Market Update

Markets finally got a breakthrough in trade talks, yet it wasn’t enough to spur stocks to a weekly gain as the S&P 500 ended the week down slightly at -0.5%.
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VestGen’s Weekly Market Update

Strong corporate earnings and good jobs data kept markets in rally mode during the week, propelling the S&P 500 to a 2.9% gain and recovering all the damage incurred since the April 2nd “Liberation Day” selloff.
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When Markets Feel Uncertain, What Should You Actually Do?

It’s easy to stay calm when markets are up and headlines are positive. But as any seasoned investor knows, the real test of your financial plan comes during times of uncertainty.
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