7 Social Security Myths & Truths

There’s so much at stake when it comes to determining your ideal retirement plan. How do you ensure you’re getting the most from your hard-earned Social Security benefits? Deciding when to file can be confusing enough, as you attempt to juggle the many variables that determine your optimal plan. Yet plenty of misinformation persists around this topic, making it even …

Here’s Your Year-end Tax Planning Checklist

While the holidays have us focused on gift lists, there’s another important one to keep in mind. Our year-end tax planning checklist, along with a little help from your tax planner, can make the difference between saving and paying.   Proactive financial experts know the months leading up to year-end are an ideal time to make final tax-saving moves, but …

Vance Wealth Welcomes New Team Members

At Vance Wealth, 2018 has marked a year of expansion and team growth. As we transition into a new building in Santa Clarita, we are also excited to have some new faces to help make the transition seamless and the services robust. While finding the best person for the job can be difficult for our tight-knit team, these two knocked …

Volatility has reappeared, but don’t lose focus

To begin the 4th Quarter, the equity markets have experienced some notable fluctuations – a sharp contrast from the steady upward climb we saw in 2017. Concerns about rising U.S. interest rates, trade disputes and the technology sector contributed to declines for all three major U.S. stock indices during this same period. The analysts at Raymond James agree the outlook …

Is now a good time to invest?

Q: Is now a good time to invest?   Jerrod Ferguson: “The answer to this question always depends on one thing: When will you need to use the money? Once we know your time horizon and long term financial goals, we can determine how much risk you should take on those investments. If you’re going to be using the money …

Getting To Know Your Team: Meet Robin Strauss

Vance Wealth Team Member Spotlight Born and raised in Brooklyn, New York, Robin Strauss has been bringing laughter and an East Coast flair to our Santa Clarita office ever since she started. As Vance Wealth’s Client Services Associate, she serves nearly everyone throughout the year, and she’s the first line of contact whenever a client is in need, a role …

Tax Planning Be Proactive…. Let Us Help

Tax laws have changed in 2018, and as year-end quickly approaches, time is running out to make vital adjustments to your tax plan — or risk affecting your return. “We want to make sure we’re being proactive about our tax plans and, most importantly, that we understand the new changes this year,” said John Vance, CEO of Vance Wealth. Most …

Will You Benefit Or Lose With The New Tax Laws?

New tax laws are significant and sweeping. To move from loss to gain, it’s time to rethink your tax strategy — especially in retirement. When it comes to your finances, knowledge provides protection where it’s needed most. The right guidance, at the right time, can make the difference between preparing for life’s uncertainties and anticipating them. With recent changes in …

How do headlines affect your portfolio? Your Midyear Investment Update

Each summer, we provide a Midyear Investment Update because we believe in not only preparing for life’s uncertainties but also anticipating them before they occur. Here are some fresh financial perspectives backed by decades of expertise and focused on peace of mind.   Real News Vs. Fake News In recent months, news headlines have been heating up, and some investors …