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STAYING THE COURSE: CONFIDENCE IN UNCERTAIN TIMES

May 2, 2025

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…

IN THE COMMUNITY

May 2, 2025

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…

LEGACY SERIES: INSTILLING FINANCIAL RESPONSIBILITY IN THE NEXT GENERATION

May 2, 2025

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: •…

STRATEGIC TAX PLANNINGWITH SIMPLIFY365®

May 1, 2025

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…

FROM THE DESK OF JOHN VANCE – To Our Vance Wealth Friends and Family

May 1, 2025

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…

tariffs, trends and timing

Tariffs, Trends, and Timing: Understanding the Current Market Landscape

April 7, 2025

The volatility in the markets over the past few days has brought back bad memories from 2020 and the massive swings in the markets. The White House’s latest tariff announcements mark a sharp escalation in trade protectionism, with a new 10% baseline tariff on most U.S. imports and additional reciprocal tariffs pushing the weighted average…

New Ownership

Vance Wealth Announces New Ownership From Within

April 4, 2025

Santa Clarita-based wealth management firm welcomes three internal leaders to ownership team  Santa Clarita, Calif. — Vance Wealth, a leading financial planning firm headquartered in Santa Clarita, is proud to announce a significant milestone in the firm’s growth: the transition of ownership to three long-time internal leaders. Vice Presidents Jerrod Ferguson, CFP®; Tyler Tilton, CFP®,…

Navigating Market Uncertainty with Confidence

March 11, 2025

Do you ever feel like the unpredictability of today’s world is unprecedented? Many investors, especially those with progressive values or concerns about today’s political climate, may feel like we’re in uncharted territory. The headlines, the policies, the uncertainty, it can all feel overwhelming. It’s natural to think, this time feels different. But history tells a…

Honoring the Women of Impact at Vance Wealth

February 24, 2025

As the founder of Vance Wealth, I am deeply inspired every day by the commitment and leadership of our team. However, in honor of International Women’s Day, I have decided to specifically highlight the exceptional women on our team. Their profound impact on our growth and culture transcends mere recognition; it sets the standard for…

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