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What’s your money story?
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…
Financial Planning During Divorce: How To Take Control With Grace
Financial Planning During Divorce Proper financial planning during divorce is crucial to protect what’s yours and stay focused on what matters. Here are 10 tips to approaching divorce with financial savvy. At Vance Wealth, we’ve sat with clients as they approach some of the most challenging turning points of their lives. When it comes to…
From the Desk of John Vance
To Our Vance Wealth Friends & Family, Following a quarter of volatility and massive change, we’re grateful to be on track with our 10-year plan and entering a period of intentional growth at Vance Wealth. We’ve been hard at work building out our additional space, which gives us the room to double in size over…
2020 Q3 Investment Update – To Open or Not to Open? That is the Question.
Every individual and local government is asking themselves this same question. It is a constant struggle and well known that the virus has impacted everyone to varying degrees. How do you balance the economic and financial impact of the “Stay at Home” order, while also safely open the economy to get people back to work…
Lead Your Team Through Uncertain Times
During uncertain times, the difference between surviving and thriving is adaptability. We’re amid a massive economic, political, and social disruption, while the COVID-19 pandemic and its aftermath will continue to create far-reaching change. Some businesses will fail because they can’t or won’t pivot; however, the marketplace will also see tremendous innovation and cultural shifts, as companies…
Vance Team Member Spotlight – Meet Tara White, Director of Productivity
With an incredible memory and natural people skills, Tara White quickly grew past her role as administrative assistant and is now Vance Wealth’s Director of Productivity. As the glue that holds the office together, Tara has handled a wide range of duties, from marketing support to executive assistant work for our President John Vance. Now,…
In the Community – Help Us Support Single Mothers Outreach in Santa Clarita
Every day, we get to protect our clients from the most difficult of times and empower them in the best of times – a responsibility we passionately embrace. At Vance Wealth, we get to spend our days making a difference in someone else’s life. That’s what drives us. And it also drives our support of an incredible…
Committed to Continuous Growth
Now more than ever, we’re determined to give you our very best. As life changes daily, and the headlines become more and more confusing, we’re committed to providing financial clarity even amid uncertainty and crisis. We don’t simply prepare for the next steps but strive to anticipate them before they occur. Right now, this means…
With the Election Looming, Have the Results Mattered Historically for Markets?
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…