Resources
Helping an Aging Parent with Money: Where Do You Start?
Helping an Aging Parent with Money: Where Do You Start? Talking with a parent about money can feel awkward. They may have managed their finances independently for decades, and you may be unsure how to offer help without overstepping. But a conversation before help...
September 2026 Market Update
September 2026 Market Update In September, the Federal Reserve delivered its first rate hike since 2023, and long-term Treasury yields jumped as the U.S.-Iran conflict drove oil prices higher. Most stocks and bonds fell together, an uncommon pairing that gave...
Making the Most of Your Workplace Benefits
A significant part of your financial life may already be sitting inside your employee benefits package.
August 2026 Market Update
August saw inflation hold above the Federal Reserve’s target, bond yields stay elevated, and oil swing sharply on geopolitical tensions. Retail and housing trends, meanwhile, pointed to a slowing economy and a wary consumer.
A Simple Guide to Required Minimum Distributions
While the basic concept is relatively simple, the rules surrounding when RMDs begin, how they are calculated, and what happens with an inherited retirement account can become more complicated.
July 2026 Market Update
July brought mixed signals for investors to sort through. Inflation data pointed to cooling prices in June, and the labor market held steady even though the Federal Reserve grew more cautious without a rate hike.
Student Loans 101: What We Wish Every College Student Knew Before Borrowing
Whether you’re headed to college yourself or helping your child navigate the process, here are the things we think everyone should know before accepting a student loan.
June 2026 Market Update
Last month, growth held firm, and the labor market held stable even as financial conditions quietly tightened beneath the surface. Equity indices were mixed, and inflation stayed unrelenting. The Federal Reserve became more hawkish under new Chair Kevin Warsh, shifting from its earlier tone.
Why You Should Freeze Your Credit
While freezing your credit may sound inconvenient at first, it has become one of the most recommended proactive steps consumers can take to help reduce identity theft risk.
May 2026 Market Update
Understanding both sides of that story is important when evaluating the broader market landscape.
Step into the warmth of Vesta Wealth
3221 Blue Ridge Road, Suite 105, Raleigh, NC 27612 | 919-205-8473 | Send us an email









