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Protecting Your Legacy – 5 reasons families lose their legacy over time
After a lifetime of success, it all comes down to the family legacy you’ll leave behind. How are you protecting yours? You may have heard the old Chinese adage: “Wealth never survives three generations.” While it may seem like nothing more than a cautionary tale, in practice, passing family wealth from generation to generation is…
The Value of a Financial Advisor
Take any successful athlete and you will find a brilliant coach by their side. On their own, the athlete can oftentimes obtain great results, but with the guidance, experience and insight of their coach, new levels of success can be achieved. You’ll find this in many professions, as executive coaches, business coaches and life coaches…
Robin Strauss – Client Services Associate
Quite simply, Robin moves mountains and no road block can stand in her way. As Vance Wealth’s Client Services Associate Robin is committed to truly providing excellence in the Vance Wealth client experience. Bringing a wealth of financial services and insurance experience from her previous professional roles. Robin enjoys the fast pace and navigating the…
Get to Know – Patti Handy
Patti Handy Branch Associate It wasn’t until Patti went through a divorce, did she fully appreciate the financial education her parents taught her at a young age. As a child, she learned how to earn her own money, save it and invest it wisely. Little did she know, this would prove to be an invaluable…
How to fix the student loan crisis NOW!! Let’s get creative. Need Action TODAY
Stats/Facts: Total Student Loan Debt: $1.56 trillion Total U.S. Borrowers With Student Loan Debt: 44.7 million Average Student Loan Debt: $32,731 Average Student Loan Payment: $393 (Source: As of 3Q 2019, Federal Reserve & New York Federal Reserve) How to solve this: Step 1: Issue $1.5 trillion in 30 year treasury bonds at 1.75% (as 3/19) Step…
2020 Q2 Investment Update
2020 Q2 Investment Update The COVID-19 outbreak has led to unprecedented volatility and tremendous declines in wealth, but we have faith that once the pandemic is defeated, the wild swings in the financial markets will subside and prosperity will return. But, what cannot be so easily recovered is the loss of a job, the loss…