VestGen Wealth Partners

VestGen Advisors is an SEC-registered investment advisor. Use the hyperlink below to go to the VestGen website for additional firm information and disclosures.

[Cow Guy Close @CowGuyClose]

.@ScottTheCowGuy and @VestGenUpdates discuss the benefits of the Trump accounts @OfficialRFDTV
🔗https://t.co/40HdG0DUvG

[VestGen Wealth Partners @VestGenUpdates]

The American consumer remains the engine of the economy, but the fuel gauge may be getting lower.

Today’s chart shows the U.S. personal savings rate falling to 2.6%, near the lowest levels of the past several years. With inflation continuing to pressure household budgets and credit card balances rising, investors may want to keep an eye on consumer financial health as a potential factor influencing economic growth, corporate earnings, and market trends.

Read our full Market Update: https://t.co/UZbjPYnLFw

#consumerspending #economy #marketoutlook

[VestGen Wealth Partners @VestGenUpdates]

WEEKLY MARKET COMMENTARY FOR THE WEEK ENDING MAY 29, 2026

Stay informed with the latest market insights and commentary from our team.

Read the full update here: https://t.co/s7DATfaeRz

#marketupdate #economicupdate #investmenttrends

[VestGen Wealth Partners @VestGenUpdates]

Today is 529 Savings Day!

Investing in education opens doors for the next generation. 529 plans offer tax-advantaged growth, and many states provide additional benefits. The earlier you start, the more your contributions compound. Education costs keep rising, but intentional planning eases the burden and expands opportunity.

Find a VestGen Advisor to help you start planning for the future: https://t.co/PAYP7A3TBt

#educationplanning #529plans #generationalwealth

[VestGen Wealth Partners @VestGenUpdates]

Inflation may depend on which lens policymakers choose to use.

Today’s chart highlights the growing gap between Core Personal Consumption Expenditures (PCE) and Trimmed Mean PCE, an alternative inflation measure favored by incoming Fed Chair Kevin Warsh.

If the Fed shifts focus toward a lower inflation benchmark, it could reshape expectations around interest rates, valuations, and the broader market environment.

Read more in our Weekly Market Update: https://t.co/xzJr5D6q2F

#inflation #federalreserve #interestrates

[VestGen Wealth Partners @VestGenUpdates]

WEEKLY MARKET COMMENTARY FOR THE WEEK ENDING MAY 22, 2026

Stay informed with the latest market insights and commentary from our team.

Read the full update here: https://t.co/RRn0oxuLPY

#marketupdate #economicupdate #investmenttrends

[VestGen Wealth Partners @VestGenUpdates]

New research shows that 87% of finance leaders expect AI to be extremely or very important to their operations in 2026. But technology is only part of the picture. The other part is strategy.

At VestGen, we combine forward-thinking tools with deeply personalized guidance. Our Vision Path Planning™ process helps clients chart a clear financial course, even when the environment around them is anything but clear.

Whether you're planning for retirement, growing your portfolio, or protecting your legacy, we're here to help you stay proactive: https://t.co/2dOc9PnX9B

#financialstrategy #wealthmanagement #retirementplanning #vestgenwealthpartners

[VestGen Wealth Partners @VestGenUpdates]

AI is reshaping how financial advisors work, and the numbers back it up: 95% of wealth management professionals plan to increase AI investment over the next three years, per InvestmentNews.

As VestGen CEO, Jason Hanavan, puts it, "We view AI as a tool that increases advisor capacity to be able to provide services to more clients." The advisors leading the way are integrating AI across their full technology stack, from CRM to planning software to client communications.

Read the full piece to see how firms are putting this into practice: https://t.co/buYsTp55pu

#wealthmanagement #financialadvisors #artificialintelligence #fintech

[VestGen Wealth Partners @VestGenUpdates]

DIY investing has never been easier. Coordinating taxes, retirement income, estate planning, and long-term risk management is a different challenge entirely.

Our latest article explores the hidden costs DIY investors may overlook as financial complexity grows over time.

Read more: https://t.co/hlahXdwBNt

#financialplanning #wealthmanagement #retirementplanning

[Cow Guy Close @CowGuyClose]

.@ScottTheCowGuy and @VestGenUpdates discuss where to look on the map when thinking about retiring @OfficialRFDTV
🔗https://t.co/lR4LZQrwaH

[VestGen Wealth Partners @VestGenUpdates]

Research across more than 1,300 global finance leaders shows that top performers are thinking differently, operating differently, and planning more strategically than ever. The takeaway? Smart planning now touches every corner of an organization.

The same shift is happening in personal wealth management. The most prepared clients aren't just tracking returns. They're coordinating investment management, tax optimization, estate planning, and retirement strategy as one connected picture.

That's exactly how VestGen works with clients. Comprehensive. Coordinated. Built around you.

https://t.co/MbIunGMi93

#wealthstrategy #estateplanning #taxoptimization

[VestGen Wealth Partners @VestGenUpdates]

WEEKLY MARKET COMMENTARY FOR THE WEEK ENDING MAY 15, 2026

Stay informed with the latest market insights and commentary from our team.

Read the full update here: https://t.co/bX8Z2jfRNE

#marketupdate #economicupdate #investmenttrends

[VestGen Wealth Partners @VestGenUpdates]

Great financial planning starts with the right infrastructure behind it.

Rob Bondiman, our Head of Advisors, recently spoke with Wealth Management about how our tech stack supports Vision Path Planning, our proprietary process that guides clients through the full financial picture. For us, technology is what makes our process more intentional and repeatable for every client.

Thank you to Wealth Management and Alex Ortolani for the conversation. Full feature: https://t.co/q8nIiX4xfz

Learn more at https://t.co/Ps73VpAoGR

#wealthmanagement #financialplanning #wealthtech

[VestGen Wealth Partners @VestGenUpdates]

A SLAT can help families reduce estate tax exposure—without giving up financial flexibility. Here's what to know before setting one up. https://t.co/4BAIzrdKgB

#estateplanning #wealthmanagement #taxplanning

[Cow Guy Close @CowGuyClose]

.@ScottTheCowGuy and @VestGenUpdates discuss why more Americans are looking at Europe for retirement @OfficialRFDTV
🔗https://t.co/rCxnMrF2mJ

[VestGen Wealth Partners @VestGenUpdates]

Earnings season continues to reshape expectations.

Today’s chart shows S&P 500 earnings growth estimates climbing from 14.4% before reporting season to 27.1% as companies continue to deliver results above expectations. In a market navigating inflation, interest rates, and geopolitical uncertainty, earnings strength remains a key driver of investor sentiment and equity valuations.

Read more in this week's Market Update: https://t.co/nn80HgYBjQ

#earnings #stockmarket #investing

[VestGen Wealth Partners @VestGenUpdates]

WEEKLY MARKET COMMENTARY FOR THE WEEK ENDING MAY 8, 2026

Stay informed with the latest market insights and commentary from our team.

Read the full update here: https://t.co/LNoNsKRc5e

#marketupdate #economicupdate #investmenttrends

[VestGen Wealth Partners @VestGenUpdates]

Wishing a wonderful day to all the mothers, caregivers, and nurturing figures in our lives. Your strength and love make a difference every single day.

#mothersday2026

[VestGen Wealth Partners @VestGenUpdates]

Most people focus on building the biggest nest egg possible for retirement. But according to Craig Bolanos and David Bolanos, Wealth Advisors at VestGen, retirement success is really about understanding your spending and cash flow.

#getretiredstayretired

[VestGen Wealth Partners @VestGenUpdates]

Most business owners spend years building something valuable. Far fewer have a clear plan for what happens when they're ready to step back.

This Small Business Week, it's worth asking: what does your exit actually look like? Our blog covers succession, estate planning, and the financial moves that protect what you've built.

Learn more about exit planning in our blog: https://t.co/tgE1qVuzpu

#smallbusinessweek #successionplanning #estateplanning #businessowners #legacy