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Medicare 101: Coverage, Enrollment, and Ongoing Decisions

Medicare 101: Coverage, Enrollment, and Ongoing Decisions

by lportee53 | Jan 9, 2026 | Resources

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

December 2025 Market Update

by lportee53 | Jan 9, 2026 | Resources

We break down December’s market performance, key economic trends, and the catalysts shaping the path forward.

Understanding Capital Gain Distributions

Understanding Capital Gain Distributions

by lportee53 | Dec 9, 2025 | Resources

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

November 2025 Market Update

by lportee53 | Dec 9, 2025 | Resources

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

Understanding Interest Rates: What the Fed Has Done, What’s Ahead, and What It Means for You

by lportee53 | Nov 7, 2025 | Resources

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.

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3221 Blue Ridge Road, Suite 105, Raleigh, NC 27612 | 919-205-8473 | Send us an email

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vesta Wealth Advisors are not affiliated.

Kate Anders is licensed in NC to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and investment advisory services through Cambridge Investment Research, Inc. in CA, FL, LA, MA, MI, MN, MO, NC, OK, SD, and TX.

Elaine Jolley is licensed in NC to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and investment advisory services through Cambridge Investment Research, Inc. in  AZ, CA, FL, GA, MA, NC, TN, TX, and WA.

Mary Norton is licensed in DC and NC to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and investment advisory services through Cambridge Investment Research, Inc. in CA, DC, FL, MA, NC, and TX.

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