From the Desk of John Vance – Learning & Laughing All Summer Long

November 5, 2019

The professional highlight of our third quarter at Vance Wealth was a three-day Raymond James educational conference in the beautiful Ojai Valley. Raymond James always presents fresh and innovative content that allows us to better serve our clients. In early September, the Ojai conference did not disappoint. The top 40 advisors from the West Coast…

From the Desk of John Vance

November 5, 2019

To Our Vance Wealth Friends and Family,  Sometimes it feels like we spend the whole year waiting for the dog days of summer, only to say goodbye to them too quickly. But this year, we really soaked up the best of our summer with multiple trips to the water and many meals that brought the…

2019 Q4 Investment Update

November 5, 2019

The first three quarters of 2019 rapidly passed but not without noteworthy market performance. While the markets appeared flat last quarter, they were not sideways. In fact, that would be far from the truth. The S&P 500 peaked on July 26th at 3,025* but shortly after experienced a downside volatility. August was full of “ups…

Vance Wealth Team Spotlight – Meet Tyler Tilton, Wealth Advisor

November 5, 2019

A numbers guy at heart, Wealth Advisor Tyler Tilton quickly realized the true joy of financial planning was building relationships. Armed with a degree in finance, Tyler entered the financial services industry as an analyst, but within his first year, he learned his professional life needed something more – the satisfaction of helping others. On…

Improve the health of your retirement plan with Advanced 401K Solutions

November 5, 2019

Vance Wealth has long committed to provide consistent education to team members, clients and the community. It’s more than a promise; it’s a care philosophy that guides our culture and growth. When we noticed a glaring gap in education and services for business owners and their employees; we felt compelled to act. “Our market research,…

Time in the market versus timing the market

October 11, 2019

I had a few thoughts this week after meeting with my Investment Committee and other top economists that I wanted to share, as a quick reminder before we encounter the next wave of market ups and downs: Volatility isn’t going away, and that means the risk of more market sell-offs.  But for stock investors, the…

2019 Mid – Year Investment Update

August 16, 2019

Greetings, Even though accounts are positive year-to-date after a swift recovery from the Q4 2018 volatility, most people do not realize that the S&P 500 has been essentially flat since the market peaked back on January 26, 2018 (S&P 500: 2,872) over 18 months ago. The S&P 500 closed August 12th at 2,883, only +0.38%…

From the Desk of John Vance

July 29, 2019

To Our Vance Wealth Friends and Family, The Spring quarter brought us much to celebrate at Vance Wealth, as well as at home. Since our last trip to Steamboat, Colorado, a couple of the kids were asking for another chance to hit the slopes, so for the kids’ spring break, Lauren, Kate and I took…

From the Desk of John Vance – Celebrating The Good Times

July 29, 2019

Our commitment to clients is more than a promise. It’s a care philosophy that drives our culture, values and purpose every day. From planning to actualization, we aspire to inspire — so our families can achieve financial independence and find the confidence to live the life they imagine. We help protect our clients in the…