JF - 2021 Q4 - Investment Update

2021 Q4 – Investment Update

VanceWealth Market Commentary, Market Update

Fall is upon us! Neighbors are dusting off their ghouls and goblins and decorating for Halloween. Once Thanksgiving arrives, it seems like the year ends within a blink of an eye and 2022 is here. Not that long ago did our uphill journey begin from the depths of the “COVID Correction” ravine. Now it’s time to catch our breath and peer over the horizon at what’s to come as we begin our descent from this peak. However, just as the …

SCV business - Achieve More: 5 Ways to Support Small Businesses

Achieve More: 5 Ways to Support Small Businesses

VanceWealth Achieve More, Business Owner, Charitable Giving

At Vance Wealth, we believe collaboration drives success because we witness the power of working together every day. Whether we’re serving our clients or the community, we strive to act as a trusted partner by finding opportunities to achieve more together. And, we’ve learned this kind of spirit always pays off. That’s why we wanted to share the love by suggesting:   5 Easy Ways to Support Small Businesses: Make an effort to stay informed, and in touch, with the …

Discussion

Achieve More: Entrepreneur Edition – 3 Tax Strategies To Help Your Business Save In The Long Run

Shanele Stoll Business Owner, Tax Issues

At the end of each year, most business owners file their taxes with one simple goal: to save as much as possible on the next return. But at Vance Wealth, we take a different approach to tax planning. Of course, we use creative tax strategies to help our clients maximize their savings each year, but we also look at the bigger picture. We plan for the present with the future in mind. It’s a balance – and it’s where we …

Patti Handy

Patti’s Perspective: 5 Tax-Saving Tips that must be applied by year end.

Shanele Stoll Tax Issues, Woman's Wealth

As we head into the Fall, my favorite time of year, I’m all about the pumpkin spice. Yes, I’m one of those- I love everything pumpkin! Don’t judge me. But, at Vance Wealth, this time of year is all about year-end tax planning. Here are 5 Tax-Saving Tips that must be applied by year end: Convert your IRA to a Roth IRA: With a Roth IRA, all future withdrawals are tax free, and all gains and earnings grow tax free. …

5 Kathy Health Tip - Achieve More: Health Tip with Kathy Spencer,  Director of People and Culture

Achieve More: Health Tip with Kathy Spencer, Director of People and Culture

Shanele Stoll Achieve More

“Over the past year, I got out of the habit of working out. I felt lethargic, was out of shape, and put on a few pounds. In hopes of getting back on track, I checked out several YouTube workout programs I could do from home. There are several great free ones. My favorite is NourishMoveLove.com with Lindsey Bomgren. I’ve been doing her workouts 3 to 5 days per week, loving them and getting back into shape. Don’t let COVID or …

4 COM EmpoweringHearts logo - In the Community - Join Us For Empowering HeArts

In the Community – Join Us For Empowering HeArts

Shanele Stoll Charitable Giving, Community

If you love inspiring speakers, captivating artwork and supporting a local cause, then Empowering HeArts will be the highlight of your 2021 event season. Each year, Single Mothers Outreach hosts an inspiring gala event that honors six local women and six local artists who share their stories on stage and on the canvas. “Empowering HeArts is a celebration of women who have changed lives and shaped their communities amidst adversity,” explained Director of Productivity Tara White, who is also a …

John Vance

From the Desk of John Vance

Shanele Stoll Team Update

To Our Vance Wealth Friends and Family, One of the things we do at each year-end is reflect on our recent progress before looking toward the future. This year, as we reflect on the last 18 months, we’re filled with such immense gratitude for the tremendous growth we’ve experienced. In that time, we’ve added five new employees, and we’re on target to grow our revenue by more than 40%, which is significant and exciting. More exciting perhaps is that we …

Niall Shafffery

Vance Team Member Spotlight – Meet Niall Shaffery, Client Service Associate

Shanele Stoll Team Update

As a Client Service Associate, Niall Shaffery is thrilled to begin his career with a great wealth management team, while he simultaneously works to expand his professional skill sets and grow within the company. “As a kid, I’d always thought about becoming a lawyer like my dad,” Niall explained. “But in high school, I really liked math, and once I went off to college, I knew I was ready to focus on finance. The rest is history.” Born and raised …

Client meeting

Making Happiness A Habit – Learning To Find The Small Wins In Financial Planning & Beyond

Shanele Stoll Achieve More, Financial Planning

Learning To Find The Small Wins In Financial Planning & Beyond Whether you’re living for the weekend or counting the days until retirement, we all know delaying happiness in the hope that “the next big achievement” will deliver it is no way to live. Yet, we’ve all done it. How many days have you completed everything on your daily to-do list, only to receive 30 minutes of peace at the end of the night – if that – before the …

062821 Vance Wealth Marketing SchlickArt 7612SRGBlowres 1016x677 - 8 Tax-Saving Tips That Must Be Applied Before Year-end

8 Tax-Saving Tips That Must Be Applied Before Year-end

VanceWealth Market Update, Tax Issues

Here are eight essential tax-saving tips that must be implemented before year-end. If you want to maximize your tax benefit in 2021, you must act soon. 8 Tax-Saving Tips That Must Be Applied Before Year-end  It’s important to understand that these tax-saving tips will only save you money if they are right for you. There are some tips, for example, that benefit those who’ve had a good year, while others create silver linings in an otherwise bad year. Be sure to consider …