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 …

Group photo

Achieve More: Entrepreneur Edition – 5 Ways Business Can Save With Proper Planning

Shanele Stoll Uncategorized

This year has been an incredible challenge for many businesses, as owners and employees alike adapt to quick, constant and sweeping change. While we all continue to settle into our new normal, the time has come for business owners to apply that same fresh eye and willingness to adapt to their financial plan. Why now? The end of the year is nearing, and the time to pivot is running out. “If you’ve been approaching your finances with the same mindset …

2020 Ladies Group shot 1 1016x677 - Patti's Perspective - Empowering Woman to Achieve More

Patti’s Perspective – Empowering Woman to Achieve More

VanceWealth Achieve More, Woman's Wealth

Empowering Woman to Achieve More In an effort to please others, oftentimes we can get caught in the perfection trap, especially as women. The reality is that perfection is an illusion, and a dangerous one at that. Women tend to overthink and overanalyze, especially those of us who try to make everyone happy. One of my favorite quotes from Brene Brown is “Perfectionism is not the same thing has striving to be your best. Perfectionism is the belief that if …

Meet the Team Tyler - Health Tip - Committed To Continuous Growth in Life & Business

Health Tip – Committed To Continuous Growth in Life & Business

VanceWealth Achieve More, Retirement, Team Update

Maintaining a productive mindset has been a challenge as we all navigate working remotely and engaging with a team in a highly digitized world. Hours spent in front of screens have taken a new toll on our energy levels, and by the end of the day, it’s easy to feel that special kind of “Zoom exhaustion.” Tyler Tilton, Wealth Advisor at Vance Wealth, has a simple trick to keep his energy up and digital burnout at bay. Twice a day, …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - In the Community - Vance Wealth Offers Community Meeting Space To Nonprofits

In the Community – Vance Wealth Offers Community Meeting Space To Nonprofits

VanceWealth Charitable Giving

As a local financial planning firm, we believe in showing up for our community during the difficult times and empowering them in the best of times. We hope to make a difference at every opportunity, so together, we may all forge a path to something greater. As Vance Wealth expands, in space and capabilities, we want to help the community achieve more by inviting local nonprofits, private foundations and community groups to use our new conference room as a meeting …

lauren landscape 1016x688 - Vance Team Member Spotlight - Meet Lauren Fox, Director of First Impressions

Vance Team Member Spotlight – Meet Lauren Fox, Director of First Impressions

VanceWealth Team Update

As Director of First Impressions at Vance Wealth, Lauren Fox is excited to make hers as the team’s newest face and most eager collaborator. A lifelong Saugus resident, Lauren got her first chance to make an impression on the Vance Wealth team as a staff member at Valencia Country Club, where John Vance loves to practice his swing whenever possible. Her natural people skills and Bachelor’s degree in hospitality, made her an obvious choice, while her passion for outdoor recreation …

Team snip 1016x672 - When the world is changing … so should your financial plan

When the world is changing … so should your financial plan

VanceWealth Achieve More, Business Owner, Market Commentary, Market Update

Since the coronavirus outbreak, planning ahead has never felt more difficult. From revenue projections to school schedules, our daily lives have been focused on short-term solutions without much guarantee of what the future may hold. We’ve been running our businesses and lives in survival mode because, for a time, it was necessary. But at some point, we must pivot or get left behind. “It’s easy to stick with the old way of thinking – to refuse to adapt to the …

John and Lauren 2 - From the Desk of John Vance - To Our Vance Wealth Friends and Family

From the Desk of John Vance – To Our Vance Wealth Friends and Family

Shanele Stoll Achieve More, Uncategorized

To Our Vance Wealth Friends and Family, Though it’s been a tough year in many ways, I’ve spent a lot of this time looking for the silver linings and hidden opportunities, and in October, I found one when I got the chance to do something special with my daughter, Lauren. As a student at Valencia High School, her new reality is attending senior year from her bedroom every day, which isn’t how any of us imagined it. So, to find …

PH Guest - What's your money story?

What’s your money story?

VanceWealth Achieve More, Woman's Wealth

What’s your money story? We all have one. Our money story is tied to the beliefs that we learned when we were children, from birth to about 8 or 9 years old. We took in information we couldn’t filter it, so if we heard stories of lack, fear or abundance, that’s what we knew to be true. We may have those same limiting beliefs now; they are deep within our subconscious. We may be behaving based on those stories and …

JV JF TT - With the Election Looming, Have the Results Mattered Historically for Markets?

With the Election Looming, Have the Results Mattered Historically for Markets?

VanceWealth Market Commentary, Market Update, Political Commentary

It has been argued that the upcoming election on November 3rd between Democratic presidential nominee Joe Biden and the incumbent Republican president Donald Trump, is the most important election in history. I am not here to argue that; I believe every election is important. But, while important, has it really mattered who won (Democrat or Republican) historically for the markets? The short answer is no.   In terms of overall market performance, we’ve seen the markets do well under Republican …