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4 Keys to a Strong Financial Foundation for business owners
At Vance Wealth, we believe financial planning should empower you to achieve what matters most. Our thoughtful process is designed to help you stay the course when things are working, and embrace change when itās needed to forge a path to something greater. For business owners, this includes a financial plan for your company…
VANCE TEAM MEMBER SPOTLIGHT – A Fond Farewell to Lisa Maloney
After nine years with the firm, Director of Business Operations and Chief Compliance Officer Lisa Maloney āmore affectionately known as the āoffice momā ā is leaving the Vance Wealth team. However, she will always be part of the family. Lisaās planning on spending much of her downtime with her mother, whom she is currently caring…
Daily Steps To Long Term Success – The Importance of Operational Efficiency for Business Owners
If a financial plan is a companyās roadmap to success, then its operations are the daily steps to achieve that success. Thatās why itās so important to have a financial planning team that not only understands your goals, but also offers the tools and advice to help you put them in motion. After all, your…
Vance Wealth welcomes back Chris Pelch as COO
Vance Wealth welcomes back Chris Pelch as COO Santa Clarita financial planning firm hires operations officer following another year of growth Ā Santa Clarita, Calif. āĀ After a year of record growth, Santa Clarita-based financial planning firm Vance Wealth is excited to welcome back Chief Operating Officer Chris Pelch, who is returning to the team to…
Pattiās Perspective
Youāve probably heard about Stephen Coveyās 90/10 principle. The trickier question is, do we live by it? For me, not always, but Iām working on it. Basically, his point is that our experiences in life are 90% how we perceive or react to an event, and 10% is what actually happens to us. Most of…
JOHN VANCE ONCE AGAIN NAMED TO FORBES LIST OF BEST-IN-STATE WEALTH ADVISORS
FOR IMMEDIATE RELEASE Media Contact: Shanele Stoll Vance Wealth Santa Clarita, CA ā John Vance President, of Vance Wealth located at 26491 Summit Circle was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online February 11,…
Looking Back To Grow Forward
After a year like 2020, it might be tempting to jump straight into 2021 and never look back. Last year, we all experienced massive disruption and change to our personal and professional lives, and everyone is eager to return to some sense of normalcy. But moving forward without a clear picture of 2020ās impact on…
Empowering Women To Achieve More: Patti’s Perspective
Growth Through Adversity Weāve heard it many times, āitās through the challenges we face, lies the greatest opportunity for growth.ā Adversity allows us to build resilience, step into our greatness and find our true selves. I just wish it didnāt hurt so much. When I went through my divorce, I felt like I was drowning.…
2021 Q1 Investment Update
We hope all our clients, professional partners, and members of our community have remained happy and healthy and are looking forward to a new year. Typically, when we write a market update, we gather information from our investment partners and decide what makes sense to share with our readers. I thought our partners at Dimensional…