061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Social Distancing Resources

Social Distancing Resources

VanceWealth Uncategorized

We understand that many people are working from home and trying their best to practice social distancing. We wanted to provide you with some resources that might make your new day- to- day adjustment a bit easier.  We hope that this information might be useful to pass along to others. Grocery Delivery Services: Amazon Instacart Wal-Mart Grocery Delivery Omaha Steaks Food Delivery Services: Santa Clarita Food delivery:  WeGo SCV https://www.wegoscv.com/ Uber Eats DoorDash GrubHub Postmates CDC’s Official Website for COVID-19 Updates: …

021220 Vancewealth Marketing SchlickArt 0876SRGBlowres 2 1016x1524 - Get to Know - Patti Handy

Get to Know – Patti Handy

VanceWealth Team Update

Patti Handy Branch Associate It wasn’t until Patti went through a divorce, did she fully appreciate the financial education her parents taught her at a young age.  As a child, she learned how to earn her own money, save it and invest it wisely. Little did she know, this would prove to be an invaluable blessing later in life. With her 18-month-old son by her side, she suddenly found herself terrified, overwhelmed and emotionally distraught. Through the darkness, she knew …

Student Debt withLogo - How to fix the student loan crisis NOW!!  Let’s get creative. Need Action TODAY

How to fix the student loan crisis NOW!! Let’s get creative. Need Action TODAY

VanceWealth Market Commentary, Political Commentary

Stats/Facts: Total Student Loan Debt: $1.56 trillion Total U.S. Borrowers With Student Loan Debt: 44.7 million Average Student Loan Debt: $32,731 Average Student Loan Payment: $393 (Source: As of 3Q 2019, Federal Reserve & New York Federal Reserve)   How to solve this: Step 1:   Issue $1.5 trillion in 30 year treasury bonds at 1.75% (as 3/19) Step 2:   Refinance all debt at 2.5% over 29 years & delay current payments until 4/1/2021   Results: US government earns 0.75% spread = $11.250 …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - JOHN VANCE NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS

JOHN VANCE NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS

Shanele Stoll Business Owner, Market Commentary, Market Update, Team Update

SANTA CLARITA, CA – John Vance Founder and President of Vance Wealth located at 26491 Summit Circle, was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online January, 16, 2020.   The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative …

061218 Vance Wealth Marketing Day 2 SchlickArt 6810SRGBlowres 1016x677 - Coronavirus, DOW Drops 3,600 points in the last 2 weeks - “What the heck do we do, John?” My thoughts ….

Coronavirus, DOW Drops 3,600 points in the last 2 weeks – “What the heck do we do, John?” My thoughts ….

VanceWealth Market Commentary, Market Update

Likely, you have been consuming too much news lately, so I wanted to provide you with my thoughts. So, here we go:   No doubt, a significant drop (like 3,600 points in the DOW) is unsettling, and the media LOVES the headlines – Fear sells. The stock market has been pretty “overbought” and ready for “something” to interrupt the run. Input has been consistent that the fundamentals of the economy remain strong (low unemployment, solid balance sheets, etc.), and this …

061118 Vance Wealth Marketing Day 1 SchlickArt 5357SRGB 3 1016x1016 - From the Desk of John Vance

From the Desk of John Vance

VanceWealth Team Update

Kicking off the quarter, Carmen and I took a trip to Kauai, where we sought out adventure. We went zip-lining, took a helicopter ride, rode ATVs, and enjoyed a zodiac boat ride along the Na Pali Coast.  I spent much of the quarter out in the community, as well, participating in a couple of great events. I served as the Chair for this year’s SCV Chamber of Commerce Golf Tournament in October, which was a fun way to get to …

061218 Vance Wealth Marketing Day 2 SchlickArt 7182SRGBlowres 1016x813 - 2020 Q1 Investment Update

2020 Q1 Investment Update

VanceWealth Market Commentary, Market Update

Economists called for a recession in 2019; the market didn’t answer. We came off a record-setting year where we saw the most significant market gains since 2013. In a year where many called for a recession (not us), we would say that is pretty good. Now those same individuals say it will happen in 2020 or 2021. Well, even a broken clock is right twice a day. Looking ahead, we can’t predict what 2020 will bring in terms of economies, …

3 Mark Office Shot 1016x864 - VANCE TEAM MEMBER SPOTLIGHT - Meet Mark Antariska, Wealth Advisor

VANCE TEAM MEMBER SPOTLIGHT – Meet Mark Antariska, Wealth Advisor

Shanele Stoll Team Update

Mark embodies Vance Wealth’s core value: Being passionate, positive, and present. Mark (Wealth Advisor) first fell in love with investing during college, when students were invited to participate in a Student Managed Investment Fund (SMIF). Through the students’ work and collaboration with faculty, the school awarded scholarships to new students in the business program. Witnessing the power of investments first hand — and its potential to truly change lives, Mark knew this was the path he wanted to pursue. Helping …

1 Cover Pic 1016x789 - How Do You Define Wealth?

How Do You Define Wealth?

Shanele Stoll Uncategorized

The True Purpose Of Vance Wealth At Vance Wealth, financial planning isn’t just about the numbers. Through thoughtful planning and introspective goal setting, we strive to show you how financial success can support a long, healthy life and create a lasting impact for you, your loved ones, and your community. Why? In our experience, true wealth has the means to improve your life and the lives of others. As we look ahead to a new decade, we’ve been deeply inspired …

JF JV  JFs new title 1016x813 - SECURE Act of 2019

SECURE Act of 2019

VanceWealth Business Owner, Retirement

For some time now, we’ve been following the SECURE Act as it made its way through Congress. Now the retirement savings reform bill has become law, and we wanted to offer an update on its provisions.   The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 broadens the effectiveness of individual retirement accounts and employer-sponsored retirement savings plans. Essentially, it expands access to tax-advantaged retirement savings accounts and, ultimately, aims to help Americans save enough for a …