Market Update
Understanding Recent Market Volatility
Staying Informed and Focused Amidst Market Fluctuations The equity markets have recently experienced significant drops. With these sudden changes, we want to keep you informed about what’s happening. Here are some insights to help you navigate this period of ongoing volatility, especially with a contentious election ahead. If you have any questions about the market,…
Read More2024 – Q3 Market Update
Dear Clients and Friends, Happy Summer! I cannot believe we are more than halfway through 2024. I think especially with two young kids, the saying “The days are long, but the years are short” is in full effect. Occasionally, I take a step back to slow down and realize how much has happened over the…
Read MoreUnderstanding the Corporate Transparency Act
The Corporate Transparency Act is affecting many business owners, investors and real estate owners. Here’s how: On Jan. 1, 2024, a significant regulatory change went into effect that impacts limited liability companies (LLCs), corporations and other entities, but its reach extends beyond the typical business owner. The Corporate Transparency Act (CTA) requires certain businesses…
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 More2023 Q1 Investment Update
Dear Clients and Friends, The New Year is in full swing and we have hit the ground running in 2023. The Vance Wealth team was able to re-charge around the holidays and are eager to begin making progress on our 2023 team and individual goals. We begin this year optimistic; hoping this year can bring…
Read More2022 Quarter 3 Investment Update
Summer is in full swing, and it is another hot one! We hope your summer has been spent with the ones that matter most and not in front of the TV watching the news. Is the world coming to an end? No, but one may think so, based off recent headlines in the media. Some…
Read More2022 Quarter 2 Market Update
Spring has sprung! Easter weekend passed us by, and the year has begun as expected; volatility is back. Volatility creates opportunity, and to be a good long-term investor, one must take the good with the bad. Over the last 20 years, 24 of the 25 best days in the market occurred within one month of…
Read More2022 – Q1 Investment Update
Dear Clients and Friends, 2021 was a banner year for equities, as enormous fiscal and monetary stimulus through the pandemic supported the strongest economic and earnings growth in decades during the reopening. The S&P 500 Index experienced minimal volatility while returning 28.71% (largest intra-year pullback being just 5.2%), though there was plenty of action beneath…
Read More2021 Q4 – Investment Update
Fall is upon us! Neighbors are dusting off their ghouls and goblins and decorating for Halloween. Once Thanksgiving arrives, it seems like the year ends within a blink of an eye and 2022 is here. Not that long ago did our uphill journey begin from the depths of the “COVID Correction” ravine. Now it’s time…
Read More8 Tax-Saving Tips That Must Be Applied Before Year-end
Here are eight essential tax-saving tips that must be implemented before year-end. If you want to maximize your tax benefit in 2021, you must act soon. 8 Tax-Saving Tips That Must Be Applied Before Year-end It’s important to understand that these tax-saving tips will only save you money if they are right for you. There are some…
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