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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: •…
Strategic Tax Planning with Simplify365®
Keep More of What You Earn In a business climate where every decision impacts your bottom line, effective tax planning isn’t just a necessity, it’s a strategic advantage. That’s why we created simplify365®, a comprehensive tax planning program designed to help you manage your tax burden proactively and keep more of what you’ve built. A…
From the Desk of John Vance – To Our Vance Wealth Friends and Family
So far, this year has been full of meaningful moments — and I’m feeling especially grateful for the balance of family time, professional growth, and the community that ties it all together. In late March, Carmen and I set off on a special trip overseas. We spent a few days in London, enjoying theater performances…
Tariffs, Trends, and Timing: Understanding the Current Market Landscape
The volatility in the markets over the past few days has brought back bad memories from 2020 and the massive swings in the markets. The White House’s latest tariff announcements mark a sharp escalation in trade protectionism, with a new 10% baseline tariff on most U.S. imports and additional reciprocal tariffs pushing the weighted average…
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…