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The Leap Into Retirement: Why Trust and Timing Make All the Difference
Retirement is one of life’s most significant financial milestones. For many, it’s a transition filled with both excitement and uncertainty. Even with a solid retirement plan in place, stepping away from a career can bring up unexpected emotions especially when it comes time to turn off that steady paycheck. At Vance Wealth, we understand that…
Why We Expanded to Costa Mesa: Rooted in Values, Growing with Intention
At Vance Wealth, we don’t measure success by how big we get but by how deeply we serve. Every decision we make is guided by one goal: to be the trusted financial partner our clients deserve, through every season of life. That’s why we’re proud to announce a new milestone in our journey one that…
What Should Investors Know About the 2025 Midyear Market & Economic Update?
2025 has been full of economic headlines: a sweeping new tax law, changing market sentiment, growing global tariff uncertainty, and AI-driven disruption reshaping how we invest. But how much of the noise should you listen to? In our 2025 Midyear Market & Economic Update, John Vance breaks it all down so you can cut through…
The Value of Having Your Kids Work in the Family Business: Building Character, Practical Skills & Generational Wealth
Imparting Values and Creating Generational Wealth through Family Business Running a family business can be challenging, but involving your children in the operation can provide many benefits beyond just practical skills. Children who work alongside their parents and other family members gain practical experience that they can carry with them throughout their lives. In addition…
Vance Wealth Team Member Spotlight
Bronson Feuer, Wealth Advisor, Tax Planning With a seasoned background in tax compliance and a full-circle return to his hometown, Wealth Advisor Bronson Feuer delivers specialized expertise in Tax Planning, as well as a passion for guiding clients through complex strategies with clarity and confidence. Raised in Santa Clarita, Bronson graduated from West Ranch High…
Staying the Course: Confidence in Uncertain Times
At Vance Wealth, we understand how uneasy financial headlines can feel — because we’re investors, too. We’ve built our lives, our careers, and our futures on the same principles we recommend to you. And that’s exactly why we believe now is the time to lean into long-term perspective. We’re in a period where interest rates…
In the Community
Jerrod Ferguson Joins The SCV Chamber Board Of Directors At Vance Wealth, we believe in building a stronger community by stepping up, serving others and leading with purpose. That’s why we’re proud to share that our very own, Jerrod Ferguson has been appointed to the Board of Directors for the Santa Clarita Valley Chamber of…
Legacy Series: Instilling Financial Responsibility in the Next Generation
A CONVERSATION WITH JERROD FERGUSON, OWNER & VICE PRESIDENT AT VANCE WEALTH How do we prepare the next generation to handle wealth with wisdom? It starts with small habits that lead to big lessons. One of my favorites is the Three Bucket Rule. Anytime my kids receive a dollar, we divide it like this: •…
Q3 2025 Market Update: Volatility, Recovery & AI Investment Trends Explained
Dear Clients and Friends, We trust your summer is in full swing. Vacations have commenced, kids are in summer camp and young adult kids are back from college for the summer. Now is the time to make memories with your friends, family, kids or whoever matters most to you. If you looked at the market…