Veda Financial News

Alright, let’s talk about DeepSeek—the latest AI company that’s got everyone either panicking or strategizing. A few weeks ago, some of the biggest names in tech lost billions in market cap, and fingers pointed straight at this Chinese startup. Why? Because DeepSeek allegedly trained a cutting-edge ...

Every year, as December approaches, we hear a familiar story: clients want to make a meaningful donation and take advantage of the associated tax benefits, but they haven’t yet decided which charities to support. For many, Donor-Advised Funds (DAFs) are the perfect solution.

Take, for instance, a cli...

Jay, a professional in his mid-40s, was frustrated with the limited growth of his company-sponsored 401(k) plan. The restricted investment options and lack of active management left him concerned about the long-term growth of his retirement portfolio. Seeking a better solution, he turned to us for g...