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AdVanced Perspective: Summer 2025 Newsletter
Our Summer Newsletter is here created with your questions, goals, and next chapter in mind. This season, we opened a new office, celebrated big milestones, and helped clients navigate meaningful transitions including one powerful retirement story that reminds us why planning is about more than just numbers. In this issue, you’ll find: Click the image…
What To Do After Losing a Spouse: Financial Guidance for Moving Forward
Navigating life after the loss of a spouse is an experience that can’t be completely planned for. No checklist or article can fully prepare you for the quiet moments, the tough decisions, or the unexpected waves of emotion that follow. In those first few months, the world often feels unfamiliar—and the future, uncertain. But even…
How to Give Without Creating Dependency: A Legacy of Empowerment
An Insightful Q&A with Vance Wealth Partner, Jerrod Ferguson When it comes to creating a legacy, many families ask how they can support their loved ones without unintentionally enabling unhealthy financial habits. It’s a thoughtful question and one we help clients navigate with care. Here, Jerrod shares a simple strategy for giving during your lifetime…
Summer Reflections from John Vance
A Season of Milestones To Our Vance Wealth Friends and Family, It’s been a summer of momentum and milestones, with the perfect mix of family time, quick getaways, and a few big wins at the office. In May, we celebrated a proud family moment: Lauren graduated from Boise State with her degree in Health Sciences…
The Leap Into Retirement: Why Trust and Timing Make All the Difference
Retirement is one of life’s most significant financial milestones. For many, it’s a transition filled with both excitement and uncertainty. Even with a solid retirement plan in place, stepping away from a career can bring up unexpected emotions especially when it comes time to turn off that steady paycheck. At Vance Wealth, we understand that…
Why 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…
What Should Investors Know About the 2025 Midyear Market & Economic Update?
2025 has been full of economic headlines: a sweeping new tax law, changing market sentiment, growing global tariff uncertainty, and AI-driven disruption reshaping how we invest. But how much of the noise should you listen to? In our 2025 Midyear Market & Economic Update, John Vance breaks it all down so you can cut through…
The Value of Having Your Kids Work in the Family Business: Building Character, Practical Skills & Generational Wealth
Imparting Values and Creating Generational Wealth through Family Business Running a family business can be challenging, but involving your children in the operation can provide many benefits beyond just practical skills. Children who work alongside their parents and other family members gain practical experience that they can carry with them throughout their lives. In addition…
Q3 2025 Market Update: Volatility, Recovery & AI Investment Trends Explained
Dear Clients and Friends, We trust your summer is in full swing. Vacations have commenced, kids are in summer camp and young adult kids are back from college for the summer. Now is the time to make memories with your friends, family, kids or whoever matters most to you. If you looked at the market…