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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…
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…
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…
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…
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…
What Is The Augusta Rule?
Vance Wealth & Simplify365 help proactive business owners with payroll optimization, business & tax planning & retirement plan design. Watch this short video of Tyler Tilton walking you through the Augusta Rule, also known as IRC Section 280A(g), and some potential risks. If you’re an S corporation or C Corporation, you may be eligible to…
Health Tip
Professional success is often influenced by how we feel – physically, mentally and emotionally. That’s why a focus on health and wellness has naturally become a favorite part of our company culture. We love sharing new health tips and ideas whenever we find something that makes a difference in our energy levels and daily performance.…
Santa Clarita wealth management firm creates new planning approach for business owners
Santa Clarita wealth management firm creates new planning approach for business owners Powerful business solution integrates life and business planning while reducing tax burden Santa Clarita, Calif. — Santa Clarita wealth management firm Vance Wealth announced a new business offering designed to help business owners simplify their planning approach to life and business. Simplify365 is a business…
Patti’s Perspective: Educating Young Adults on Money Smarts
Empowering Women to Achieve More Those who know me know that I am passionate about educating young adults with money smarts. Unfortunately, financial literacy isn’t taught in schools (although I see this increasing!), and often the conversations aren’t happening at home. College kids are graduating with credit card debt and student loan debt. A study…