Posts by Shanele Stoll
Vance 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…
Read MoreFrom the Desk of John Vance: To Our Vance Wealth Friends and Family
Itās that time again, when we transition from one year to the next, and I have to admit I kind of love everything it represents. The New Year gives us time to reassess and recalibrate our goals, which gives you a clear idea of how to move forward with fresh purpose. At Vance Wealth, we…
Read MoreAchieve More: Entrepreneur Edition – 3 Tax Strategies To Help Your Business Save In The Long Run
At the end of each year, most business owners file their taxes with one simple goal: to save as much as possible on the next return. But at Vance Wealth, we take a different approach to tax planning. Of course, we use creative tax strategies to help our clients maximize their savings each year, but…
Read MorePattiās Perspective: 5 Tax-Saving Tips that must be applied by year end.
As we head into the Fall, my favorite time of year, Iām all about the pumpkin spice. Yes, Iām one of those- I love everything pumpkin! Donāt judge me. But, at Vance Wealth, this time of year is all about year-end tax planning. Here are 5 Tax-Saving Tips that must be applied by year end:…
Read MoreAchieve More: Health Tip with Kathy Spencer, Director of People and Culture
āOver the past year, I got out of the habit of working out. I felt lethargic, was out of shape, and put on a few pounds. In hopes of getting back on track, I checked out several YouTube workout programs I could do from home. There are several great free ones. My favorite is NourishMoveLove.com…
Read MoreIn the Community – Join Us For Empowering HeArts
If you love inspiring speakers, captivating artwork and supporting a local cause, then Empowering HeArts will be the highlight of your 2021 event season. Each year, Single Mothers Outreach hosts an inspiring gala event that honors six local women and six local artists who share their stories on stage and on the canvas. āEmpowering HeArts…
Read MoreFrom the Desk of John Vance
To Our Vance Wealth Friends and Family, One of the things we do at each year-end is reflect on our recent progress before looking toward the future. This year, as we reflect on the last 18 months, weāre filled with such immense gratitude for the tremendous growth weāve experienced. In that time, weāve added five…
Read MoreVance Team Member Spotlight – Meet Niall Shaffery, Client Service Associate
As a Client Service Associate, Niall Shaffery is thrilled to begin his career with a great wealth management team, while he simultaneously works to expand his professional skill sets and grow within the company. āAs a kid, Iād always thought about becoming a lawyer like my dad,ā Niall explained. āBut in high school, I really…
Read MoreMaking Happiness A Habit – Learning To Find The Small Wins In Financial Planning & Beyond
Learning To Find The Small Wins In Financial Planning & Beyond Whether youāre living for the weekend or counting the days until retirement, we all know delaying happiness in the hope that āthe next big achievementā will deliver it is no way to live. Yet, weāve all done it. How many days have you completed…
Read MoreAttract Top Talent With Superior Benefits – Employee Financial Wellness
As an employer, itās easy to dismiss your employeeās financial wellness as a personal matter. If it affects business, however, then it becomesĀ yourĀ business. An annual PwC Employee Financial Wellness Survey found that 35% of employees are distracted at work due to financial matters. Additionally, a study by Fidelity Investments found that employees with high debt…
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