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Vance Wealth Purchases Santa Clarita Building
Financial planning team expands presence in Santa Clarita, in response to local growth Santa Clarita, CA — Prompted by 15 years of steady growth, financial planning team Vance Wealth purchased a new building in Santa Clarita, bringing its entire team under one roof for the first time. “At the core of Vance Wealth is a…
State and Local Tax Reform
The new tax reform bill that has been agreed upon by the House and Senate, but not yet signed into law as of December 18th, seeks to limit the deduction of property taxes as well as state and local income taxes for 2018 and beyond. While the bill is not finalized, it might make sense…
Do your property taxes exceed $10,000 per year?
The new tax reform bill that has been proposed by the House and Senate seeks to limit the deduction of property taxes for 2018 and beyond. While the bill is not yet finalized, it might make sense for you to be proactive on this issue. If you pay more than $10,000 per year in…
Market Update-Q4, The Final Stretch
The third quarter has come to an end and the holiday season is quickly approaching. Markets have continued to impress year-to-date and according to Raymond James Chief Investment Strategist, Jeff Saut, “Evidence suggests investors are witnessing the biggest bull market on record1.” Here is a recap of where various market indexes have performed through September,…
Mid-Year Investment Update
Automation is currently impacting our global economies. In an article published by The Economist, titled “Taking Flight,” the evolution of drone technology is discussed in great detail. Until recently, the marketplace for drones had been divided into two main spaces, toys and weapons. The vast majority of worldwide spending on drones (approximately 90%) can be…
THE TRUMP ERA – How the new Presidency may impact the American economy, and what that means for you
The first three months of the Trump presidency have been politically tumultuous and divisive. Opinions on the work he has done so far, and the work he has planned for the future have been far-reaching, and are being debated everywhere from our newsrooms to our living rooms. It can be challenging sometimes, to cut through…
What You Need to Know about the Brexit
There is no doubt that if you have been paying attention to the news in the last several weeks, you have been hearing a great deal of discussion about “The Brexit”. Opinions on this historic vote have been swift, diverse, and contentious. Politicians, economists, and public figures throughout Europe and the world have been campaigning…
JANUARY DIVORCE DIGEST
Considering the possibility of a looming divorce is daunting no matter what the details of the situation are. There are so many variables to assess that even knowing where to begin can start to seem like a near- impossible task. Fortunately, there are a number of things you can do to begin moving in the…
Investment Update – Quarter 1
The end of 2017 brings to a close one of the best years for global equity markets in nearly a decade. I like to think of 2017 similar to the climb to the top of a rollercoaster. People were excited, it was a slow and steady climb, and there wasn’t much in the way of…