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 …

THE TRUMP ERA – How the new Presidency may impact the American economy, and what that means for you

VanceWealth Market Commentary, Political Commentary

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 the noise and the rhetoric to get some clarity on the issues you are most concerned about. At Vance Wealth Group, we are staying out …

Aging in the Tech Era – What it means for Your Future

VanceWealth Uncategorized

It’s no secret that the explosive rise of technology in recent decades has drastically changed the landscape of our everyday world. So it shouldn’t come as a surprise that advancing technology has a particularly far-reaching impact on members of the older generations. Today’s seniors are using this world of new possibilities to live longer, more independent and fulfilling lives. According to their website, the MIT AgeLab “…is a multidisciplinary research program that works with business, government, and NGOs to improve …

What You Need to Know about the Brexit

VanceWealth Market Commentary, Uncategorized

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 doggedly on whether to stay or leave for months, and now that the vote is in, the focus has shifted to try to analyze what …