by lportee53 | Jan 8, 2025 | Resources
What to Know About Inheriting Accounts Inheriting accounts can feel overwhelming, especially during a time of grief when clear thinking can be difficult. Taking the time to ensure these transfers are managed effectively is crucial. At Vesta Wealth Advisors, we’re here...
by lportee53 | Jan 8, 2025 | Resources
December 2024 Market Update Major U.S. equity indexes closed out the final month of 2024 in a mixed fashion, with megacap tech being the bright spot and industrials heading lower. With so much happening courtesy of the Fed’s change in tone, let’s look at how the...
by lportee53 | Dec 5, 2024 | Resources
November 2024 Market Update Pending elections, “higher” interest rates, and labor market questions… there was a bit of uncertainty heading into November. But that uncertainty was short-lived. The presidential election was settled and the November Fed meeting was in...
by lportee53 | Dec 2, 2024 | Resources
Maxing out your Retirement Accounts in 2025 Planning for retirement is a crucial part of financial planning. For 2025, retirement contribution limits are set to increase, giving savers even more opportunities to build a secure future. Whether you’re just...
by lportee53 | Nov 6, 2024 | Resources
October 2024 Market Update There was no shortage of market activity in October, with corporate earnings, a looming presidential election, and heavily scrutinized labor market data in the spotlight. Monthly payroll data showed extreme weakness on November 1st to get...
by lportee53 | Oct 3, 2024 | Resources
September 2024 Market Update Long-term investors with diversified portfolios had a solid month in September, as the S&P 500 rose for three consecutive weeks. As a bonus, the recent stock index rally was further fueled by a Federal Reserve (Fed) that delivered on a...
