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Behind the Scenes with the Vance Wealth Team: Q3 2022
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…
iBonds have been creating quite the buzz lately! But, are they right for you?
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…
College Savings: Learn the benefits of Starting Early
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…
California’s Retirement Mandate And What this Means for Business Owners
California has already passed legislation that mandates business owners without retirement plans to offer a state-mandated retirement plan. Though you may think that using the state-run plan will be a simple solution, you should know that these plans require a more significant amount of administrative work than may be expected on your end and have…
5 Ways To Build A Meaningful Career Legacy
Legacy is about much more than a dollar amount. After you’ve poured your heart and soul into a business, it represents a significant part of your life’s work. Not only do you want it to thrive after you’re gone, but you also want to know that your impact made a difference – to you, your staff, your clients, and…
Vance Team Member Spotlight
Meet Jamil Abdullah, Portfolio Manager Jamil Abdullah, Chartered Financial Analyst brings in-depth expertise in investment strategy and high-level money management to the Vance Wealth team, making him the perfect fit for an already robust team of financial planners. After earning his Bachelor of Arts from the University of California, Santa Barbara, Jamil doubled down…
2022 Quarter 2 Market Update
Spring has sprung! Easter weekend passed us by, and the year has begun as expected; volatility is back. Volatility creates opportunity, and to be a good long-term investor, one must take the good with the bad. Over the last 20 years, 24 of the 25 best days in the market occurred within one month of…
Vance Wealth surpasses $500 million in assets under management
Vance Wealth surpasses $500 million in assets under management Milestone positions Santa Clarita financial planning firm in California’s top tier of independent wealth advisers Santa Clarita, Calif. — Vance Wealth, a financial planning firm based in Santa Clarita, reached an industry milestone entering 2022 when the firm surpassed $500 million in assets under management. The local…
2022 Quarter 3 Investment Update
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…