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2019 Mid – Year Investment Update
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
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
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…
2019 Mid-Year Investment Update – “For the Record”
As we conclude Quarter 2 and look forward to the remainder of 2019, the S&P 500 just posted its best first half market performance in 22 years. This comes on the heels of an extremely volatile Q4 2018 due to slowing global growth concerns, trade issues and tariff talks, and a flat/inverted yield curve that…
Vance Team Member Spotlight – Meet Shanele Stoll, Marketing Director
About 5 years ago, Shanele’s journey with Vance Wealth started during carpool on the way to a soccer game. John and Shanele’s daughters were on the same team, so as the two chatted during the ride, John asked Shanele if she would be interested in coming back to work, knowing she would be a perfect…
Jerrod Ferguson Named Vice President of Vance Wealth
Vance Wealth announces longtime Wealth Advisor Jerrod Ferguson as the Vice President of the company. Please join the Vance Wealth team in celebrating our Vice President and Wealth Advisor, Jerrod Ferguson! “All of us at Vance Wealth are excited to announce Jerrod as Vice President, a role he’s been unofficially acting in as the…
Business Exits: How To Decide With Your Head Not Your Heart
Business exits are racked with emotion and indecision. Learn how to approach your sale without the emotional burden, so you can get what you need. As a business owner, you spend most of your working years on steady, profitable expansion. When you’re calling the shots, there’s no limit to your growth, and there’s always more…
From the desk of John Vance
To Our Vance Wealth Friends and Family, The first quarter was an incredible start to the year, bringing my family equal amounts of snow and sunshine, as we kicked off 2019 with trips to the Colorado Mountains and the Cayman Islands. Carmen, the kids, and I spent the first 10 days of the year focusing…
Time in the market versus timing the market
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…