from the desk of JV - Behind the Scenes with the Vance Wealth Team: Q3 2022

Behind the Scenes with the Vance Wealth Team: Q3 2022

Paul Hickey Achieve More

Question of the Quarter Tips from Our Team for Tightening Your Belt! Many of us are looking to embrace a more frugal approach to spending. So, if you’re looking for simple tips to help you tighten your belt without making significant changes to the way you live, here are some suggestions from our team! Jerrod Ferguson – “Julie & I use a budget tracking service religiously, (well, Julie mostly). This helps us see where our money went every month …

blog photo 1016x572 - 2022 Quarter 3 Investment Update

2022 Quarter 3 Investment Update

VanceWealth Market Commentary, Market Update

Summer is in full swing, and it is another hot one! We hope your summer has been spent with the ones that matter most and not in front of the TV watching the news. Is the world coming to an end? No, but one may think so, based off recent headlines in the media. Some clients have said, “It just feels different this time around.” Well, in some ways it is, and in other ways the recent volatility and course-correcting …

Jerrod & Vance Wealth Logo

iBonds have been creating quite the buzz lately! But, are they right for you?

Shanele Stoll Uncategorized

What are iBonds? How do iBonds earn interest? Understand the risks and opportunities. The latest investment buzz is that the initial interest rate on new Series I Savings Bonds is 9.62%! You heard right. This exciting interest rate has definitely caught everyone’s attention, and I Bonds can be purchased through October 2022 at the current rate. That rate is applied to the six months after the purchase is made. For example, if you buy an I Bond on July 1, the 9.62% would …

College savings

College Savings: Learn the benefits of Starting Early

VanceWealth Uncategorized

Thanks to these three common myths, college savings can feel like an impossible task; however, the truth is bound to lift your spirits and help you get started.  At Vance Wealth, it’s our mission to pay our experience forward, providing clarity where it’s needed most. We’re dispelling the most common myths about college savings, so you can start with the facts — and end up with a college savings plan that helps you achieve more for yourself and your children.  Our Most …

Business meeting

California’s Retirement Mandate And What this Means for Business Owners

VanceWealth Business Owner

California has already passed legislation that mandates business owners without retirement plans to offer a state-mandated retirement plan. Though you may think that using the state-run plan will be a simple solution, you should know that these plans require a more significant amount of administrative work than may be expected on your end and have limited contribution potential and few investment options for your participants. But we believe we have a better option! As a business owner, you have the …

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5 Ways To Build A Meaningful Career Legacy

VanceWealth Business Owner, legacy

Legacy is about much more than a dollar amount. After you’ve poured your heart and soul into a business, it represents a significant part of your life’s work. Not only do you want it to thrive after you’re gone, but you also want to know that your impact made a difference – to you, your staff, your clients, and your community. Here are our top five tips for building a meaningful career legacy.   Build a Strong Team One of the strongest marks of …

jamil 1016x1016 - Vance Team Member Spotlight

Vance Team Member Spotlight

Shanele Stoll Team Update

Meet Jamil Abdullah, Portfolio Manager   Jamil Abdullah, Chartered Financial Analyst brings in-depth expertise in investment strategy and high-level money management to the Vance Wealth team, making him the perfect fit for an already robust team of financial planners. After earning his Bachelor of Arts from the University of California, Santa Barbara, Jamil doubled down on his financial education by sitting for two of the most challenging exams in the industry. In 2018, he completed his CFA designation, and in …

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Build a Lasting Legacy – 5 Steps To Planning Your Legacy With Purpose & Intention

VanceWealth Financial Planning, legacy

Build a Lasting Legacy 5 Steps To Planning Your Legacy With Purpose & Intention Every day, we spend our time and energy trying to get from where we are to where we want to be.  Each morning routine, every check off that to-do list – it all adds up to the legacy we hope to one day leave behind.  But how can we be sure that the small steps we take today move us toward the ultimate goals we have for the future?  …

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2022 Quarter 2 Market Update

VanceWealth Market Update

Spring has sprung! Easter weekend passed us by, and the year has begun as expected; volatility is back. Volatility creates opportunity, and to be a good long-term investor, one must take the good with the bad. Over the last 20 years, 24 of the 25 best days in the market occurred within one month of one of the 25 worst days1. Another way of putting it is that market timing is not a recommended investment strategy.   There is usually …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Vance Wealth surpasses $500 million in assets under management

Vance Wealth surpasses $500 million in assets under management

VanceWealth Achieve More, Press Release

Vance Wealth surpasses $500 million in assets under management Milestone positions Santa Clarita financial planning firm in California’s top tier of independent wealth advisers   Santa Clarita, Calif. — Vance Wealth, a financial planning firm based in Santa Clarita, reached an industry milestone entering 2022 when the firm surpassed $500 million in assets under management.   The local registered investment adviser (RIA) firm joined 132 others that have crossed that milestone in California, setting itself apart from the state’s more than …