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BEST PRACTICES FOR THE SEAMLESS TRANSFER OF WEALTH
Leaving Behind a Meaningful Financial Legacy Leaving behind a meaningful financial legacy is about more than just wealth. At Vance Wealth, we believe it’s also about protecting your family’s peace of mind. It’s difficult enough to pick up the torch and carry on the family legacy without the undue burden of a messy and confusing…
VANCE WEALTH TEAM MEMBER SPOTLIGHT
With a passion for digital marketing and a versatile skill set, Operations Associate Roy Carter brings creativity and efficiency to his role at Vance Wealth. Originally from North Hollywood, Roy moved to Santa Clarita at age 8 and has called it home ever since. His entrepreneurial spirit led him to create an automotive YouTube channel…
FROM THE DESK OF JOHN VANCE
The second half of the year has been off to a great start, with lots of travel with the family and growth at the office. As summer came to an end, the kids went off on their many adventures at the start of the school year. We said our biggest goodbye to Kate, who flew…
Focus on Long-Term Planning, Not Headlines: Building Wealth, No Matter Who Wins
Markets are driven by more than politics. Here’s what really matters. As the 2024 U.S. presidential election approaches, many investors are still feeling anxious about how the outcome might impact the markets. While elections can spark uncertainty, history shows that markets tend to perform well over time—regardless of who occupies the White House. This year…
Are You Relying on Year-End Purchases for Tax Savings? Let’s Build a Smarter Plan
As the year comes to a close, many business owners feel pressured to make last-minute purchases—such as trucks or machinery—to take advantage of tax deductions. However, if you’re buying equipment you don’t truly need just to lower your tax bill, it may be time to rethink your strategy. Short-Term vs. Long-Term Tax Savings Focusing solely…
Simplify Retirement Planning With Venrollment
At Vance Wealth, we believe that retirement planning shouldn’t be another source of stress—it should be an opportunity to provide security for business owners and their teams alike. That’s why we’re proud to introduce Venrollment, our new education platform designed exclusively for simplify365® business owner clients. “In our industry, there’s a widespread lack of education…
Strategic Planning for Business Success: Unleashing the Potential of Balance Sheet and Cash Position to Achieve More
Maintaining financial stability is the key to long-term success in the fast-paced business world. As a business owner, it’s crucial to have a solid understanding of your company’s financial health. One of the best practices to achieve this is by regularly reviewing your balance sheet and cash position. We will explore the importance of…
Vance Wealth Recognized for the Second Year in a Row as an Inc. 5000 Honoree: A Testament to Visionary Leadership and Growth
SANTA CLARITA, California — Vance Wealth, a distinguished wealth management firm headquartered in Santa Clarita with offices in Pasadena and Newport Beach, proudly announces that it has once again been recognized as an Inc. 5000 award honoree for 2023. This prestigious accolade, now received for the second consecutive year, underscores Vance Wealth’s enduring commitment to…
WHAT THE RECENT FED RATECUT MEANS FOR YOU And What You Should Do About It
WHAT THE RECENT FED RATE CUT MEANS FOR YOU And What You Should Do About It This past September, the Federal Reserve announced a 0.5% reduction in short-term interest rates, delivering a bigger-than-expected cut. This move marks a shift in strategy from the previous two years. “The Federal Reserve spent the last couple of years…