Posts by Shanele Stoll
Health Tip – Want to Increase Your Energy and Avoid Digital Burnout?
Focusing on health and wellness is extremely important for business owners to show up as the best version of themselves. So here is a health tip we’d like to share from Tyler Tilton, Wealth Advisor at Vance Wealth. Twice a day, Tyler uses the 4-7-8 breathing technique and meditation in the morning and evening. This…
Read MoreHealth Tip
Professional success is often influenced by how we feel – physically, mentally and emotionally. That’s why a focus on health and wellness has naturally become a favorite part of our company culture. We love sharing new health tips and ideas whenever we find something that makes a difference in our energy levels and daily performance.…
Read MoreWhat to Shred & What to Keep
You hear advice all the time that you should shred sensitive documents to reduce your risk of identity theft. However, what exactly are “sensitive documents,” and are there some you should keep for a while before destroying them? You are able to shred any of the following: Account Numbers, Passwords, PINs, Signatures, Social Security number,…
Read MoreQ3 2022 Empowering Women To Achieve More – Patti’s Perspective
Healthy Habits for Female Investors Women today are placing a great emphasis on helping the world at large, whether it involves financial support or volunteer work. Women love making an impact! Women control 52% of the wealth nationwide, which is expected to grow to an estimated two thirds by 2030*. Given this wealth, it’s crucial…
Read MoreWhat Does A Recession Mean For My Business?
Current market data shows that we are potentially entering a recession. While that can be a terrifying word to hear as a business owner, it is possible to not only prepare for an economic downturn, but also to achieve more despite it. That’s exactly what we want to help our business owners do as we…
Read MoreVance Wealth Team Member Spotlight: Jake Johnson, Simplify365 Associate
As soon as Jake Johnson took his first job in the financial services industry, he quickly realized that helping others fulfill their financial dreams was exactly the kind of work that would fulfill him. Born and raised in Santa Clarita, Jake graduated from Valencia High School and went on to earn his Bachelor’s Degree in…
Read MoreFrom The Desk Of John Vance: To Our Vance Wealth Friends & Family
At Vance Wealth, we’ve been spending the summer months refining some of our internal systems, so we can continue to grow and build a company culture that everyone feels invested in. We kicked off the summer by switching up a few aspects of our internship program, in order to make it more successful for our…
Read MoreBuilding A Stronger Team & Community With Closet On Main
One of the core values we share as a team is a commitment to supporting the community where we live and work. For that reason, we set a new goal this year. Every quarter, we’re committed to doing something in the community – as a team. This quarter, we got together to spend an afternoon…
Read MoreiBonds have been creating quite the buzz lately! But, are they right for you?
What are iBonds? How do iBonds earn interest? Understand the risks and opportunities. The latest investment buzz is that the initial interest rate on new Series I Savings Bonds is 9.62%! You heard right. This exciting interest rate has definitely caught everyone’s attention, and I Bonds can be purchased through October 2022 at the current rate. That…
Read MoreVance Team Member Spotlight
Meet Jamil Abdullah, Portfolio Manager Jamil Abdullah, Chartered Financial Analyst brings in-depth expertise in investment strategy and high-level money management to the Vance Wealth team, making him the perfect fit for an already robust team of financial planners. After earning his Bachelor of Arts from the University of California, Santa Barbara, Jamil doubled down…
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