From the Desk of John Vance – Learning & Laughing All Summer Long

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The professional highlight of our third quarter at Vance Wealth was a three-day Raymond James educational conference in the beautiful Ojai Valley. Raymond James always presents fresh and innovative content that allows us to better serve our clients. In early September, the Ojai conference did not disappoint. The top 40 advisors from the West Coast were in attendance and it brought together our best colleagues from Alaska to Southern California. We enjoyed catching up with other advisors and learning about …

From the Desk of John Vance

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To Our Vance Wealth Friends and Family,  Sometimes it feels like we spend the whole year waiting for the dog days of summer, only to say goodbye to them too quickly. But this year, we really soaked up the best of our summer with multiple trips to the water and many meals that brought the entire family together around one table. We kicked off July with a family trip to Lake Nacimiento, near Paso Robles, in Central California. As guests …

2019 Q4 Investment Update

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The first three quarters of 2019 rapidly passed but not without noteworthy market performance. While the markets appeared flat last quarter, they were not sideways. In fact, that would be far from the truth. The S&P 500 peaked on July 26th at 3,025* but shortly after experienced a downside volatility. August was full of “ups and downs” with the market bouncing between a trading range. September allowed the market to turn positive for the quarter but gave most of those …

Vance Wealth Team Spotlight – Meet Tyler Tilton, Wealth Advisor

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A numbers guy at heart, Wealth Advisor Tyler Tilton quickly realized the true joy of financial planning was building relationships. Armed with a degree in finance, Tyler entered the financial services industry as an analyst, but within his first year, he learned his professional life needed something more – the satisfaction of helping others. On the recommendation of a family friend and Vance Wealth client, Tyler reached out to John. While there wasn’t an opening on the Vance Wealth team …

Turn Sudden Wealth Into Forever Wealth

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We’ve all imagined coming into sudden wealth at some point, so what does your dream look like? Maybe it’s a business sale, a massive sign-on bonus, book royalties, a wildly popular invention, or even YouTube stardom. Perhaps you know you’ll eventually experience sudden wealth by receiving an inheritance. Well, what if that money became real? How would you handle it? Would you end up bankrupt, as many others do after receiving a lump sum or would you be able to …

Improve the health of your retirement plan with Advanced 401K Solutions

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Vance Wealth has long committed to provide consistent education to team members, clients and the community. It’s more than a promise; it’s a care philosophy that guides our culture and growth. When we noticed a glaring gap in education and services for business owners and their employees; we felt compelled to act. “Our market research, concluded that the small-business space was underserved and undereducated in terms of their 401k plan options,” explained John Vance, Founder and President of Vance Wealth. …

Time in the market versus timing the market

VanceWealth Market Commentary, Market Update Leave a Comment

I had a few thoughts this week after meeting with my Investment Committee and other top economists that I wanted to share, as a quick reminder before we encounter the next wave of market ups and downs: 1.Volatility isn’t going away, and that means the risk of more market sell-offs.  But for stock investors, the answer isn’t trying to guess when to get in and out of the market. 2. “Time in the market versus timing the market” has proven to be a …

2019 Mid – Year Investment Update

VanceWealth Market Commentary, Political Commentary, Tax Issues

Greetings, Even though accounts are positive year-to-date after a swift recovery from the Q4 2018 volatility, most people do not realize that the S&P 500 has been essentially flat since the market peaked back on January 26, 2018 (S&P 500: 2,872) over 18 months ago. The S&P 500 closed August 12th at 2,883, only +0.38% above the January 26th market peak. Once again, there has been a lot of market volatility with not much to show for it. Here is …

From the Desk of John Vance

VanceWealth Team Update

To Our Vance Wealth Friends and Family, The Spring quarter brought us much to celebrate at Vance Wealth, as well as at home. Since our last trip to Steamboat, Colorado, a couple of the kids were asking for another chance to hit the slopes, so for the kids’ spring break, Lauren, Kate and I took a trip to Salt Lake City, Utah and stayed near Solitude Mountain Resort for a few days. The views were spectacular and the weather ideal. …

From the Desk of John Vance – Celebrating The Good Times

VanceWealth Team Update

Our commitment to clients is more than a promise. It’s a care philosophy that drives our culture, values and purpose every day. From planning to actualization, we aspire to inspire — so our families can achieve financial independence and find the confidence to live the life they imagine. We help protect our clients in the difficult times, so we can empower them in the best of times. And sometimes … that means throwing a good old-fashioned block party. This past …