Untitled Facebook Post Landscape - 401k Plan Sponsors: It’s Time To Assess Your 2023 Service Model

401k Plan Sponsors: It’s Time To Assess Your 2023 Service Model

Shanele Stoll 401K, Business Owner

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 “Employers are realizing that their current – and often outdated – plans simply aren’t meeting their standards after so many market changes,” explained Jason Lane, …

empowering hearts - In The Community: Your Support Makes An Impact

In The Community: Your Support Makes An Impact

VanceWealth Community

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

VanceWealth Business Owner, Tax Issues

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 …

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From the Desk of John Vance

Shanele Stoll Team Update

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

Shanele Stoll Team Update

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 …

Q1 cover picture 1 1016x572 - A Move In The Right Direction - Vance Wealth Transitions To Fidelity

A Move In The Right Direction – Vance Wealth Transitions To Fidelity

VanceWealth Financial Planning, Press Release

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 …

Investment 1 - 2023 Q1 Investment Update

2023 Q1 Investment Update

VanceWealth Market 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 …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Health Tip - Want to Increase Your Energy and Avoid Digital Burnout?

Health Tip – Want to Increase Your Energy and Avoid Digital Burnout?

Shanele Stoll Business Owner, Health

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 …

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Setting Goals That Stick In Life & Business

VanceWealth Business Owner, Financial Planning

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 …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Legacy Series: Choosing A Trusted Contact

Legacy Series: Choosing A Trusted Contact

VanceWealth legacy

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 …