Posts Tagged ‘finance’
Legacy Series: How Trusts Can Preserve Both Wealth & Relationships
An Insightful Q&A with Vance Wealth Partner, Jerrod Ferguson Q: What role do trusts play in passing on wealth responsibly, and how can they help avoid potential conflicts among heirs? A: Trusts do more than just protect your assets—they help protect your relationships. When everything is outlined clearly in a trust, there’s no room for…
Read MoreBuilt for Every Season
How Thoughtful Planning Helps Weather Market Uncertainty There’s a quiet wisdom to the natural world. Every winter, gardens seem to wither. Trees shed their leaves, and for a moment, life feels paused. But anyone who’s lived through the seasons knows this isn’t the end. It’s a moment of rest, of storing energy for the next…
Read More2026 – Q1 Market Update
2026 – Q1 Market Update Dear Clients and Friends, We hope you enjoyed the holiday season with the ones that matter most. Everyone at Vance Wealth is energized as we begin the New Year, and we’re focused on guiding clients through markets with clarity, discipline, and confidence. 2025 Market Performance Last year was the third…
Read MoreWhy We Expanded to Costa Mesa: Rooted in Values, Growing with Intention
At Vance Wealth, we don’t measure success by how big we get but by how deeply we serve. Every decision we make is guided by one goal: to be the trusted financial partner our clients deserve, through every season of life. That’s why we’re proud to announce a new milestone in our journey one that…
Read MoreVance Wealth Team Member Spotlight
Bronson Feuer, Wealth Advisor, Tax Planning With a seasoned background in tax compliance and a full-circle return to his hometown, Wealth Advisor Bronson Feuer delivers specialized expertise in Tax Planning, as well as a passion for guiding clients through complex strategies with clarity and confidence. Raised in Santa Clarita, Bronson graduated from West Ranch High…
Read MoreStaying the Course: Confidence in Uncertain Times
At Vance Wealth, we understand how uneasy financial headlines can feel — because we’re investors, too. We’ve built our lives, our careers, and our futures on the same principles we recommend to you. And that’s exactly why we believe now is the time to lean into long-term perspective. We’re in a period where interest rates…
Read MoreIn the Community
Jerrod Ferguson Joins The SCV Chamber Board Of Directors At Vance Wealth, we believe in building a stronger community by stepping up, serving others and leading with purpose. That’s why we’re proud to share that our very own, Jerrod Ferguson has been appointed to the Board of Directors for the Santa Clarita Valley Chamber of…
Read MoreLegacy Series: Instilling Financial Responsibility in the Next Generation
A CONVERSATION WITH JERROD FERGUSON, OWNER & VICE PRESIDENT AT VANCE WEALTH How do we prepare the next generation to handle wealth with wisdom? It starts with small habits that lead to big lessons. One of my favorites is the Three Bucket Rule. Anytime my kids receive a dollar, we divide it like this: •…
Read MoreStrategic Tax Planning with Simplify365®
Keep More of What You Earn In a business climate where every decision impacts your bottom line, effective tax planning isn’t just a necessity, it’s a strategic advantage. That’s why we created simplify365®, a comprehensive tax planning program designed to help you manage your tax burden proactively and keep more of what you’ve built. A…
Read MoreFrom the Desk of John Vance – To Our Vance Wealth Friends and Family
So far, this year has been full of meaningful moments — and I’m feeling especially grateful for the balance of family time, professional growth, and the community that ties it all together. In late March, Carmen and I set off on a special trip overseas. We spent a few days in London, enjoying theater performances…
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