Resources
February 2026 Market Update
A look at how markets performed in February, the dynamics behind the numbers, and where we are focusing our attention.
What to Know About the New “Trump Accounts” (Section 530A Accounts)
Here’s a practical overview of what families should know.
What To Do With Leftover 529 Plan Funds
If you or your child ends up with extra 529 dollars, here are the most common and practical ways those funds can still be used.
January 2026 Market Update
Here’s a snapshot of what unfolded in January, what’s driving the current environment, and how we’re thinking about positioning portfolios.
Medicare 101: Coverage, Enrollment, and Ongoing Decisions
While it’s often described using letters—Parts A, B, C, and D—the way those parts fit together isn’t always intuitive.
December 2025 Market Update
We break down December’s market performance, key economic trends, and the catalysts shaping the path forward.
Understanding Capital Gain Distributions
This guide breaks down what capital gain distributions are, why they happen, and what you can do now to get ahead of them.
November 2025 Market Update
What looked like a steady month in November 2025 turned out to be more complicated beneath the surface.
Understanding Interest Rates: What the Fed Has Done, What’s Ahead, and What It Means for You
Interest rates have been at the center of nearly every financial conversation over the past few years—affecting everything from mortgages and credit cards to savings yields and investment returns. As 2025 winds down, many people are wondering what comes next for the Federal Reserve’s policy moves and how those decisions could affect their personal finances.
October 2025 Market Update
October was a pivotal month for markets and policymakers alike. From a Federal Reserve pivot on interest rates to continued breakthroughs in technology, investors faced a mix of optimism and uncertainty. At the same time, a government shutdown created what many analysts called a “data fog,” making it harder to interpret the true state of the economy — and highlighting why a diversified, adaptive portfolio remains so important.
Step into the warmth of Vesta Wealth
3221 Blue Ridge Road, Suite 105, Raleigh, NC 27612 | 919-205-8473 | Send us an email