VestGen Wealth Partners

Markets move up and down, and while losses are never fun, they can serve a purpose in your tax strategy. Tax-loss harvesting lets you sell investments at a loss to offset gains elsewhere in your portfolio, which can reduce what you owe at tax time. You can deduct up to $3,000 of losses from your taxable income each year, and any excess carries forward to future years. The wash-sale rule also gives you a path to re-enter a position: wait 30 days after the sale and you can repurchase the same or a similar asset. It's a disciplined approach that rewards investors who stay engaged with their portfolios year-round. If you're not already thinking about this strategy, now is a good time to start. Our 2026 Tax Planning Guide has more information: hubs.ly/Q04bCW2p0 #taxplanning #financialliteracy #wealthmanagement #financialwellness

WEEKLY MARKET COMMENTARY FOR THE WEEK ENDING APRIL 10, 2026 Stay informed with the latest market insights and commentary from our team. Read the full update here: hubs.ly/Q04bCF4t0 #marketupdate #economicupdate #investmenttrends

Did you know donating appreciated stock to charity can offer a larger tax benefit than giving cash? If you hold the asset for at least a year, you may be able to deduct its full fair market value. It's a way to support causes you care about while managing your tax burden. See how it works in our 2026 Tax Planning Guide: hubs.ly/Q049mvWp0 #charitablegiving #giveback #donatewithpurpose #taxbenefits #impactinvesting

Converting a traditional IRA to a Roth IRA means paying taxes now so you don't pay more later. It can be a smart move if you expect your tax rate to rise in retirement. Even if you earn too much to contribute directly to a Roth, a backdoor Roth conversion is worth exploring with a financial professional. The strategy has real benefits, but it also has moving parts that require careful planning. Our 2026 Tax Planning Guide covers the key considerations so you can go into that conversation prepared: hubs.ly/Q049mlWB0 #rothira #rothconversion #taxstrategies

The average U.S. net worth is over $1M. The median is under $200K. That gap tells an important story. Here’s what to know about net worth—and why it matters: hubs.ly/Q04bbbKk0 #wealth #financialliteracy

Congrats to Jason Hanavan for being recognized by Wealth Solutions Report as a Top Wealth Management CFO. "Today’s honorees have contributed to their industry’s development, demonstrated excellence and hold sway as recognized leaders in their field," according to the publication. As VestGen's Chief Financial Officer, he established a financial reporting process, centralized accounting operations and drove common policies and procedures across 10 newly merged firms. Last year, VestGen acquired six practices representing roughly $1.5 billion in client assets. Read more at hubs.ly/Q049XNDq0.

If you're turning 73 this year, it's time to start thinking about required minimum distributions (RMDs). Missing an RMD can trigger a penalty of up to 25% of the amount you were supposed to withdraw. Planning ahead keeps more of your retirement savings in your pocket. Our 2026 Tax Planning Guide breaks it all down: hubs.ly/Q049mm990 #taxstrategies #retirementplanning #rmds

Our Chart of the Day highlights the rapid growth of global private credit, a rapidly expanding asset class that has been in the news recently. Recent policy proposals could expand access to alternative assets within retirement plans, raising important considerations around liquidity, transparency, and long-term portfolio fit. This also creates interesting asset location conversations for investors considering where these investments can be best managed within their portfolios. Read more in this week’s Weekly Market Update: hubs.ly/Q049R0Wf0 #privatecredit #retirementplanning #alternatives

WEEKLY MARKET COMMENTARY FOR THE WEEK ENDING APRIL 3, 2026 Stay informed with the latest market insights and commentary from our team. Read the full update here: hubs.ly/Q049LpWP0 #marketupdate #economicupdate #investmenttrends

Standard or itemized? Choosing the right deduction strategy could lower your tax bill more than you think. For 2026, the standard deduction is $16,100 for single filers and $32,200 for married couples filing jointly. A tax professional can help you decide which approach works best for your situation. Learn more in our 2026 Tax Planning Guide: hubs.ly/Q049mkgx0 #taxplanning #taxstrategies #personalfinance

Our Chart of the Day shows rate cut expectations have shifted sharply — markets now lean toward rates staying elevated or moving higher. As energy prices and inflation expectations evolve, this affects borrowing costs, valuations, and market conditions. hubs.ly/Q049lPql0

Tax season can feel overwhelming, but understanding your bracket is a great place to start. For 2026, the seven marginal tax rates stay the same, but the income ranges have been adjusted for inflation. That means some people may find themselves in a lower bracket than last year without changing a thing. It's also worth knowing that qualified dividends and long-term capital gains are taxed at separate, often lower rates. How you manage your investments and when you sell them can make a real difference to your bottom line. Our 2026 Tax Planning Guide walks you through everything you need to know: hubs.ly/Q049mf1B0 #taxbrackets #taxdeductions #taxstrategies

Tax season 2026 is different. Estate exemption is now $15M. New 0.5% AGI floor for itemized donations. QCD limit up to $111k. $1k/$2k "above-the-line" deduction for non-itemizers. How to optimize your giving under the OBBBA: hubs.ly/Q049k1pR0

WEEKLY MARKET COMMENTARY FOR THE WEEK ENDING MARCH 27, 2026 Stay informed with the latest market insights and commentary from our team. Read the full update here: hubs.ly/Q048ThRG0 #marketupdate #economicupdate #investmenttrends

Roth conversions are still allowed in 2026. Converting traditional retirement savings to a Roth IRA means paying taxes today in exchange for potential tax-free withdrawals later. But timing matters. Here’s what investors should consider before converting hubs.ly/Q047Dd-l0

.@ScottTheCowGuy and @VestGenUpdates discuss how retirement is being reframed @OfficialRFDTV 🔗cdn.jwplayer.com/previews/FSSSN…

Our Chart of the Day highlights the widening gap between Brent and WTI crude, driven by supply disruptions and transportation bottlenecks tied to geopolitical conflict. Divergences can signal stress in global markets and may have broader implications. hubs.ly/Q0487LtR0

WEEKLY MARKET COMMENTARY FOR THE WEEK ENDING MARCH 20, 2026 Stay informed with the latest market insights and commentary from our team. Read the full update here: hubs.ly/Q047Zx8V0 #marketupdate #economicupdate #investmenttrends

If you haven’t saved enough for retirement, the reality is simple: work longer or cut expenses. Craig Bolanos, Co-Founder and Wealth Advisor at VestGen, shares why getting “comfortable being uncomfortable” is key to facing your financial reality. #getretiredstayretired

We came together. We leveled up. VestGen's ASCEND Advisor Growth Summit 2026 brought our advisor community to the table for power-packed sessions on investment strategies, technology, and pipeline growth. Thank you to everyone who will define VestGen's biggest year yet.