At The Vesta Group, we are very proud that Financial Advisor Kimberly Shappee was named a Forbes Top Women Wealth Advisor in 2022, 2023 and 2024, and a Forbes Top Next Gen Wealth Advisor in 2022 and 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Kimberly!
Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »
Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.
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Drawing up a clear estate plan can ensure your property is distributed in a way that suits both you and your family’s best interests.
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