Healthy Habits for Female Investors Women today are placing a great emphasis on helping the world at large, whether it involves financial support or volunteer work. Women love making an impact! Women control 52% of the wealth nationwide, which is expected to grow to an estimated two thirds by 2030*. Given this wealth, it’s crucial women understand how to best manage their assets and have healthy habits in place. Here’s a few thoughts I’d like to share: 1) Know …
Current market data shows that we are potentially entering a recession. While that can be a terrifying word to hear as a business owner, it is possible to not only prepare for an economic downturn, but also to achieve more despite it. That’s exactly what we want to help our business owners do as we look ahead and plan for the future. “While the economy is showing multiple signs of a recession on the horizon, that doesn’t have to be …
As soon as Jake Johnson took his first job in the financial services industry, he quickly realized that helping others fulfill their financial dreams was exactly the kind of work that would fulfill him. Born and raised in Santa Clarita, Jake graduated from Valencia High School and went on to earn his Bachelor’s Degree in Communications from California State University, Northridge. After college, he decided to pursue his interest in financial services and took a position at a large financial …
At Vance Wealth, we’ve been spending the summer months refining some of our internal systems, so we can continue to grow and build a company culture that everyone feels invested in. We kicked off the summer by switching up a few aspects of our internship program, in order to make it more successful for our interns and our firm. One of things we identified, after a few years of running the program, was how much of an impact we could …
One of the core values we share as a team is a commitment to supporting the community where we live and work. For that reason, we set a new goal this year. Every quarter, we’re committed to doing something in the community – as a team. This quarter, we got together to spend an afternoon helping out at Closet on Main, a boutique retail store in Downtown Newhall that benefits Single Mothers Outreach. With only one employee, the unique resale …
When we look back on the past two years, there’s one word we’d use to describe the market: volatile. Yet as we look ahead, the only thing we’re sure of is that the volatility is here to stay. But that doesn’t mean it’s time to panic. In fact, at Vance Wealth, we don’t think it’s necessarily a bad thing – because we prepare for this kind of market every day. We take extraordinary measures to protect our clients in difficult …
Question of the Quarter Tips from Our Team for Tightening Your Belt! Many of us are looking to embrace a more frugal approach to spending. So, if you’re looking for simple tips to help you tighten your belt without making significant changes to the way you live, here are some suggestions from our team! Jerrod Ferguson – “Julie & I use a budget tracking service religiously, Mint.com (well, Julie mostly). This helps us see where our money went every month …
Summer is in full swing, and it is another hot one! We hope your summer has been spent with the ones that matter most and not in front of the TV watching the news. Is the world coming to an end? No, but one may think so, based off recent headlines in the media. Some clients have said, “It just feels different this time around.” Well, in some ways it is, and in other ways the recent volatility and course-correcting …
What are iBonds? How do iBonds earn interest? Understand the risks and opportunities. The latest investment buzz is that the initial interest rate on new Series I Savings Bonds is 9.62%! You heard right. This exciting interest rate has definitely caught everyone’s attention, and I Bonds can be purchased through October 2022 at the current rate. That rate is applied to the six months after the purchase is made. For example, if you buy an I Bond on July 1, the 9.62% would …
Thanks to these three common myths, college savings can feel like an impossible task; however, the truth is bound to lift your spirits and help you get started. At Vance Wealth, it’s our mission to pay our experience forward, providing clarity where it’s needed most. We’re dispelling the most common myths about college savings, so you can start with the facts — and end up with a college savings plan that helps you achieve more for yourself and your children. Our Most …
