A Tax Reduction Strategy For People Who Give Back

VanceWealth Charitable Giving, Tax Issues

Your financial plan serves more than just you. When executed with intention and heart, it helps you forge an achievable path to something greater. Many of our clients, for example, include charitable giving in their plan for financial success. Why? They consider it to be their job to support a community that has supported them. It’s why they plan and invest. It’s why they achieve. At Vance Wealth, it’s our job to help you achieve more — especially when it …

A big-picture approach to planning for your new lifestyle

VanceWealth Retirement

Retirement wellness is about more than having enough money. It’s a lifestyle change that will affect every area of your life, as well as your wallet. Retirement is a big deal. Not only do you need enough money to cover the bills for the rest of your life, but you’re also facing a pretty dramatic lifestyle change. Couple that with possible health challenges, and anyone would feel a little overwhelmed. So how do you prepare? At Vance Wealth, we start …

Retirement Planning For Women: Turn These 4 Challenges Into Opportunity With Proper Planning

VanceWealth Retirement

Not all retirement planning is created equal. Retirement planning for women comes with its own set of challenges — and the opportunity to save more through proper planning. Planning your financial future can be complicated. Every financial journey is unique and includes important personal choices that have significant benefits and consequences. That’s why we partner with our clients to provide the care, tools and experience required to help them achieve their financial goals. Often, those goals are different for women …

Longtime Vance Wealth Team Member Barbara Erickson Announces Semi-retirement

VanceWealth Uncategorized

One of the privileges of being on the Vance Wealth team is helping you design a completely unique financial journey — and then watching as you reach success and independence in finances and life. Today, we are proud to watch one of our own do the same. “Just as we want each of you to achieve your ideal life, we hope for the same for our team members,” said President John Vance, “so we ask you to join us in …

Vance Wealth Purchases Santa Clarita Building

VanceWealth Uncategorized

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 commitment to respond to the evolving needs of our clients,” said John Vance, president of the Valencia-based firm, Vance Wealth. “To best do that, we …

Investment Update – Quarter 1

jerrodferguson Market Commentary

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 surprises. Every month, your account value seemed to be higher from the previous month. It was a banner year in terms of market returns. Here …

State and Local Tax Reform

VanceWealth Tax Issues

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 for you to be proactive on this issue. If you pay more than $10,000 per year between these taxes, you may want to consider the …

Do your property taxes exceed $10,000 per year?

VanceWealth Tax Issues

  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 property taxes on your primary residence, it may make sense for you to pay your second property tax installment prior to year-end. We suggest that …

Market Update-Q4, The Final Stretch

jerrodferguson Market Commentary

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, 2017: S&P 500 +12.53%, Dow Jones Industrial Average: +13.37%, NASDAQ: +20.86%, MSCI EAFE: +17.21%, Russell 2000: +9.85%, Barclay’s Aggregate Bond: +3.15%.   Why are Things …

Mid-Year Investment Update

jerrodferguson Market Commentary

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 attributed to military uses, however the majority of drones in existence have been created for everyday consumers (2 million units sold in 2016).  Now, a …