061218 Vance Wealth Marketing Day 2 SchlickArt 6644SRGBlowres 1016x677 - Financial Planning During Divorce: How To Take Control With Grace

Financial Planning During Divorce: How To Take Control With Grace

VanceWealth Divorce Digest

Financial Planning During Divorce Proper financial planning during divorce is crucial to protect what’s yours and stay focused on what matters. Here are 10 tips to approaching divorce with financial savvy. At Vance Wealth, we’ve sat with clients as they approach some of the most challenging turning points of their lives. When it comes to divorce, one of the things that scares people the most is the uncertainty and loss of control. That’s why we work as advocates for our …

JV blog - From the Desk of John Vance

From the Desk of John Vance

VanceWealth Team Update

To Our Vance Wealth Friends & Family, Following a quarter of volatility and massive change, we’re grateful to be on track with our 10-year plan and entering a period of intentional growth at Vance Wealth. We’ve been hard at work building out our additional space, which gives us the room to double in size over the next decade. Though there’s been enough work to keep us all busy, I had the chance to spend some time with my family on …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - 2020 Q3 Investment Update – To Open or Not to Open? That is the Question.

2020 Q3 Investment Update – To Open or Not to Open? That is the Question.

VanceWealth Market Commentary, Market Update

Every individual and local government is asking themselves this same question. It is a constant struggle and well known that the virus has impacted everyone to varying degrees. How do you balance the economic and financial impact of the “Stay at Home” order, while also safely open the economy to get people back to work and keep food on the table? As Fed Chair Powell noted, “the coronavirus has taken a human and economic toll, and the burden has fallen …

Achieve More Entrepreneur edition 1016x678 - Lead Your Team Through Uncertain Times

Lead Your Team Through Uncertain Times

VanceWealth Business Owner

During uncertain times, the difference between surviving and thriving is adaptability. We’re amid a massive economic, political, and social disruption, while the COVID-19 pandemic and its aftermath will continue to create far-reaching change. Some businesses will fail because they can’t or won’t pivot; however, the marketplace will also see tremendous innovation and cultural shifts, as companies find creative solutions to emerging problems. To prepare for those shifts before they occur, we wanted to share our top five tips for leading your team through …

Tara Meet the Team 2 - Vance Team Member Spotlight - Meet Tara White, Director of Productivity

Vance Team Member Spotlight – Meet Tara White, Director of Productivity

VanceWealth Team Update

With an incredible memory and natural people skills, Tara White quickly grew past her role as administrative assistant and is now Vance Wealth’s Director of Productivity. As the glue that holds the office together, Tara has handled a wide range of duties, from marketing support to executive assistant work for our President John Vance. Now, in her new role, Tara will grow yet again as she supports the entire staff. “Tara started as our office assistant about 2 years ago, …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - In the Community  - Help Us Support Single Mothers Outreach in Santa Clarita

In the Community – Help Us Support Single Mothers Outreach in Santa Clarita

VanceWealth Charitable Giving

Every day, we get to protect our clients from the most difficult of times and empower them in the best of times – a responsibility we passionately embrace. At Vance Wealth, we get to spend our days making a difference in someone else’s life. That’s what drives us. And it also drives our support of an incredible local non-profit. Single Mothers Outreach of Santa Clarita serves our community by helping single parents in crisis find the support they need to stabilize and …

Front Cover Team Photo 1016x382 - Committed to Continuous Growth

Committed to Continuous Growth

VanceWealth Team Update

Now more than ever, we’re determined to give you our very best. As life changes daily, and the headlines become more and more confusing, we’re committed to providing financial clarity even amid uncertainty and crisis. We don’t simply prepare for the next steps but strive to anticipate them before they occur. Right now, this means our team is navigating changes thoughtfully and pivoting quickly. It also means we’re expanding! We’re excited to announce Vance Wealth recently acquired the building next …

Group TT PH Natasha 1016x677 - Do I have enough to retire with the lifestyle I had planned?

Do I have enough to retire with the lifestyle I had planned?

VanceWealth Market Update, Retirement

If there’s one thing for certain, it’s that most of us don’t like uncertainty. It’s inherent in our nature, we like safety and security. If you’re nearing retirement, you’re probably asking yourself, “do I have enough to retire, with the lifestyle I had planned?” As simple as it sounds, living comfortably comes down to cash flow. You need to analyze your timing, your expected future income, your spending desire, and your portfolio characteristics, such as risk tolerance and asset allocation. …

PH JF Guest 1016x677 - The Quest for Excellence - Let’s talk about the ABC’s of why you should hire a Financial Advisor.

The Quest for Excellence – Let’s talk about the ABC’s of why you should hire a Financial Advisor.

VanceWealth Uncategorized

As much as I enjoy working out, there are some days I just don’t want to go to the gym. I understand the health benefits and how good I feel afterwards, yet somedays, I have no interest. Enter the personal trainer. The person whose primary focus is my health and wellness. She loves to witness my constant improvement and personal growth, both personally and physically. Not only does she keep me on track with my workout routine, proper form and …

061218 Vance Wealth Marketing Day 2 SchlickArt 7231SRGBlowres 1016x677 - 3 Myths & Truths About College Savings That Will Raise Your Spirits

3 Myths & Truths About College Savings That Will Raise Your Spirits

VanceWealth Uncategorized

College savings can feel like an impossible task thanks to these three common myths; however, the truth is bound to lift your spirits and help you get started.   For many families, saving for college is such a daunting task that it ends up feeling more defeating than empowering. There are a handful of myths and misconceptions about the college savings process that can be even more immobilizing, preventing parents from ever getting started. At Vance Wealth, it’s our mission …