Posts by Shanele Stoll
IN THE COMMUNITY
IN THE COMMUNITY: CONNECTING WITH FRIENDS AT OUR ANNUAL SIP N’ SHRED Sitting down with our clients to discuss their financial goals and dreams always brightens our day. It’s why we do what we do. But we also enjoy spending time with our clients outside of the conference room, where we can get to know…
Read MoreFROM THE DESK OF JOHN VANCE
To Our Vance Wealth Friends and Family, As we get ready to wrap up another year, we’re celebrating a quarter of growth in life and business – and looking to 2024 with fresh excitement for the future. At home, the kids started a new school year, and with only one still in high school, that…
Read MoreHOW TO RECOGNIZE AND AVOID PHISHING SCAMS
HOW TO RECOGNIZE AND AVOID PHISHING SCAMS We know you work hard to earn your wealth, and we work hard to make sure it builds over time – so you can accomplish your top goals in business and life. That’s why it’s so important to protect that wealth against scams such as phishing. Phishing is…
Read MoreAwards Disclosure
Inc. 5000: The Inc. 5000 is designated by Inc. Business Media, awarded in 2023. The award is obtained by filling out an application. Working with an Inc. 5000 recipient advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this…
Read MoreAvoid These Common Tax Mistakes
The most costly and common tax mistakes are not errors but missed opportunities to achieve more. Here’s how to avoid them. More often than not, the most costly tax mistakes we see are not errors but missed opportunities. Including overlooked opportunities for long-term planning, strategic deductions, and reduction of your lifetime tax liability. The easiest way to…
Read MoreEmpowering the Next Generation: Carrisa Flores Inspires Girls at Girl Scouts of America Phenom Convention in Orlando, Sponsored by CFP Board
We are excited to announce that our very own Carrisa Flores was personally invited to share her story of working in the Financial Service Industry with the Girl Scouts of America! Carrisa will be sponsored by the Certified Financial Planners Board (CFPB) and aims to inspire 16-18-year-old girls to consider a life-long career as a…
Read More2023 – Q3 Market Update
Dear Clients and Friends, We are already more than halfway through 2023; time once again seems to elude us. We hope your summer months have been busy with the things you enjoy most in life. Markets have bounced back strong to start the year which is welcomed from investors coming off a volatile and brutal…
Read MoreHonoring Excellence: Vance Wealth Receives RIA of the Year Award!
We are thrilled to announce that our firm has been named RIA of the Year (Less than $1 billion AUM) at the Annual RIA Intel Awards. This would not have been possible without the trust of our valued clients and the dedication of our team. Being named RIA of the Year is a tremendous honor,…
Read MoreDiscover the Benefits of Bemer: A Natural Way to Improve Your Health and Wellbeing
The Bemer may be the solution for busy business owners looking for a natural way to improve their wellness and prevent health issues. This device has been used for over 20 years in Europe and works by sending a magnetic field through the body to stimulate the muscles around your capillaries. By increasing blood flow…
Read MoreCalifornia’s Retirement Mandate And What this Means for Business Owners
California has already passed legislation that mandates business owners without retirement plans to offer a state-mandated retirement plan. Though you may think that using the state-run plan will be a simple solution, you should know that these plans require a more significant amount of administrative work than may be expected on your end and have limited contribution…
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