VestGen Wealth Partners

Sometimes “good news” makes markets uncomfortable. Our chart shows real‑time growth estimates jumping fast, a signal the economy still has momentum. That’s great for activity, but it also means interest rates may not come down as quickly as many investors expect. This can show up as choppier markets and pressure on bonds, and it’s a reminder that strong growth can change the backdrop for risk, valuations, and portfolio positioning. Read our full perspective here: https://hubs.ly/Q040B9K-0 #markets #investing #macro #wealthmanagement #riskmanagement

WEEKLY MARKET COMMENTARY FOR THE WEEK ENDING JANUARY 23, 2026. Stay informed with the latest market insights and commentary from our team. Read more: https://hubs.ly/Q040zwc90 #marketupdate #economicupdate #investmenttrends

What if succession isn’t the end of your career...but the most important thing you design? Josh Gerry explores that question in his new Wealth Management article—drawing lessons from Steve Jobs and Silicon Valley’s obsession with building what lasts. For advisors thinking ahead, succession isn’t about stepping away. It’s about ensuring everything you built keeps working—long after you do. https://hubs.ly/Q03__C610 #successionplanning #advisorlegacy #riacommunity #wealthmanagement #vestgen

We're #hiring a new Client Services Associate in Kirkwood, Missouri. Apply today or share this post with your network.

At our VestGen Ascend Advisor Growth Summit, we aligned on a simple truth: when every client has a plan, opportunities surface naturally. Planning creates clarity. Technology creates efficiency. Culture creates continuity. We are building for the long term. #financialplanning #advisorgrowth #clientfirst

At last week’s VestGen Ascend Advisor Growth Summit, we reinforced a belief that’s core to our platform: enduring firms are built when founding advisors pave the way for the next generation—and give them the tools, technology, and trust to grow. We are grateful to our partners for contributing to a productive day – from a Keynote by Zocks CEO, Mark Gilbert, an inspirational talk by Kevin Boehm, demos from eMoney, and estate planning and tax optimization strategies. Our founding advisors are setting the standard. Our Next Gen advisors are bringing fresh energy and perspective. And together, we’re leveraging youth, experience, and technology to build something that lasts. #advisorgrowth #successionplanning #nextgenadvisors #organicgrowth

The most valuable financial conversations are about understanding. Strong communication between client and advisor is the foundation of a great wealth strategy. From articulating goals to asking the right questions, open dialogue helps ensure your financial plan reflects what matters to you long-term. Our latest blog explores how to make every conversation with your advisor more productive, personal, and empowering. Read more: https://hubs.ly/Q03_Wpbx0 #FinancialPlanning #WealthManagement #LegacyPlanning

Mortgage rates are sending a mixed signal. They’ve come down from recent highs but remain well above levels most households and markets were conditioned to over the last decade. At the same time, home prices have risen sharply. Elevated housing costs influence consumer spending, credit conditions, and economic momentum—often long before they show up in earnings or market headlines. For investors, housing affordability affects cash flow and savings behavior. It's also a reminder that interest‑rate risk shows up across portfolios, not just in bonds. This chart helps explain why the economy can feel tight even as rates ease—and why thoughtful portfolio construction matters when financial conditions remain restrictive. Read more in this week’s Weekly Market Update: https://hubs.ly/Q03_HM7f0 #markets #investing #wealthmanagement #housing #riskmanagement #macroinsights

WEEKLY MARKET COMMENTARY FOR THE WEEK ENDING JANUARY 16, 2026. Stay informed with the latest market insights and commentary from our team. Read more: https://hubs.ly/Q03_BfFt0 #marketupdate #economicupdate #investmenttrends

A financial plan should organize your money and empower your life decisions. Approaching retirement, handling career changes, or planning for the next chapter? A customized financial plan can give you peace of mind. It helps you model real-life scenarios, stress-test your goals, and stay aligned with what matters most: family, lifestyle, and legacy. Our latest blog explores how a personalized approach can turn financial uncertainty into long-term confidence. Read on: https://hubs.ly/Q03_bxK80 #wealthmanagement #highnetworth #wealthstrategy #retirementplanning