Does your 401k service model include these essential features? Improve your 401k plan outcomes for sponsors and participants with these five key changes. It’s no surprise that, in the wake of the pandemic and the market volatility that followed, many 401k plan sponsors are recognizing it’s time to reassess the performance of their plans. “Employers are realizing that their current – and often outdated – plans simply aren’t meeting their standards after so many market changes,” explained Jason Lane, …
In The Community: Your Support Makes An Impact
Part of our vision for Vance Wealth includes positively impacting the community we serve, and with your help, we did just that last quarter. Over the holiday season, our team participated in the Single Mothers Outreach (SMO) Adopt-a-Family program, which helps provide hard-working single parents a way to make a warm and wonderful holiday memory with their children. To support this incredible program, our team volunteered to shop and wrap the Christmas gifts, matching up to $1,000, and with your …
Simplify365 – A Planning Approach To Reduce Your Tax Burden
Exciting improvements are ahead for Vance Wealth this year, and one of the opportunities we’re most excited to announce is Simplify365 – a new business offering designed to help business owners simplify their planning approach to life and business. This new program is designed to help busy entrepreneurs carve out the time they need to focus on what matters most, while simultaneously taking advantage of specific tax-saving opportunities. By implementing a few critical strategies, business owners can adopt a more …
From the Desk of John Vance
To Our Vance Wealth Friends and Family, I always enjoy this part of the year because it’s a time of transition. As we move forward with excitement and optimism for what’s next, I also find it helpful to reflect back on what brought us here. Professionally, I’m filled with as much excitement for the move to Fidelity as I am filled with gratitude for the relationships and support, I’ve experienced from Raymond James for nearly 20 years. When I …
Vance Wealth Team Member Spotlight: Meet Anthony Goring, Investment Associate
Tasked with staying up to date on current best practices in portfolio management, Investment Associate Anthony Goring researches and communicates timely market information that assists Wealth Advisors in making successful investment decisions. “Portfolio management and financial analysis are the backbone of my role as an analyst,” Anthony explained, “and I really enjoy providing our advisors with any supplemental knowledge they might need regarding the management of our clients’ portfolios.” Originally from the San Fernando and Simi Valley, Anthony attended Royal …
A Move In The Right Direction – Vance Wealth Transitions To Fidelity
Vance Wealth Transitions To Fidelity As we kick off the new year, we’re excited to announce the firm’s move from its current custodian, Raymond James, to Fidelity Institutional® in order to better serve our growing family of clients and their wealth management goals. “By combining our commitment to providing trusted, personalized investment advisory services with Fidelity’s industry-leading custodian platform, we’re able to deliver powerful improvements to your investing experience,” said Chris Pelch, Chief Operating Officer and Chief Compliance Officer. “We …
2023 Q1 Investment Update
Dear Clients and Friends, The New Year is in full swing and we have hit the ground running in 2023. The Vance Wealth team was able to re-charge around the holidays and are eager to begin making progress on our 2023 team and individual goals. We begin this year optimistic; hoping this year can bring more positive trading days than negative ones. When we discuss market volatility when markets are good, our tendency is to shrug it off and try …
Health Tip – Want to Increase Your Energy and Avoid Digital Burnout?
Focusing on health and wellness is extremely important for business owners to show up as the best version of themselves. So here is a health tip we’d like to share from Tyler Tilton, Wealth Advisor at Vance Wealth. Twice a day, Tyler uses the 4-7-8 breathing technique and meditation in the morning and evening. This particular form of breathwork helps release tension in the body and stress in the mind, and it can even help those who suffer from insomnia …
Setting Goals That Stick In Life & Business
As a business owner, your success is only as strong as the foundation it’s built on: you. If you’re not operating at your best, you can’t give your best to your business. That’s why it’s important to start your business planning with a big-picture view of your life and personal finances. By aligning your business and personal goals, you can achieve more across the board. Setting goals is one thing; however, achieving goals is another. At Vance Wealth, we’ve learned the trick …
Legacy Series: Choosing A Trusted Contact
Legacy Planning is about more than passing on wealth to the next generation. Choosing A Trusted Contact With Support From The Vance Wealth Team What’s a Trusted Contact? A trusted contact is an individual you’ve authorized your financial firm to contact in specific circumstances, such as: 1. Your firm has been unable to reach you after numerous attempts. 2. Your firm expresses concern about account activity. 3. Your firm expresses concern about potential cognitive decline, memory loss, or financial elder …