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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…
Vance Team Member Spotlight: Meet Jason Lane, Wealth Advisor
After 20 years in the financial services industry, the organization’s newest Wealth Advisor, Jason Lane, is thrilled to now call Vance Wealth home. Jason and John met seven years ago, while serving on the board of a local nonprofit, Single Mothers Outreach. John had long been intrigued by Jason’s wide-reaching experience in financial services, which…
Spring Cleaning Your Finances – A Spring Time Spruce-Up
The warmer weather and blooming flowers should be a reminder that spring cleaning time is here! As you make your spring cleaning plans, consider adding these financial steps into your routine because they may have a more significant impact on your overall financial picture than you think. Updating Financial Documents Throughout the year, your financial…
Vance Wealth Team Member Spotlight – Meet Lisa Maloney
Almost 15 years ago, Lisa’s daughter met John’s daughter in Gymboree. The two families became fast friends, and Lisa and her husband, Tom, became clients of the firm. During their annual client meetings, John routinely asked Lisa, a stay-at-home mom at the time, when she would return to work. With 10 years previous sales and…
Investment Update – Q1
2018 – Recap At the beginning of last year (2018), we compared the market in 2017 similar to the climb to the top of a rollercoaster. People were excited, it was a slow and steady climb, and there was not much in the way of surprises. We all have been on a roller coaster, and…
A Complete Guide To Financial Goal Setting In 2019
Setting your financial goals at the start of the year can be a daunting, emotional process. But it doesn’t have to be. Here’s a complete guide to financial goal setting that will help you achieve more this year. To make this process less overwhelming and more actionable, it’s best to break down goals into short-term,…
Here’s Your Year-end Tax Planning Checklist
While the holidays have us focused on gift lists, there’s another important one to keep in mind. Our year-end tax planning checklist, along with a little help from your tax planner, can make the difference between saving and paying. Proactive financial experts know the months leading up to year-end are an ideal time to…
Vance Wealth Welcomes New Team Members
At Vance Wealth, 2018 has marked a year of expansion and team growth. As we transition into a new building in Santa Clarita, we are also excited to have some new faces to help make the transition seamless and the services robust. While finding the best person for the job can be difficult for our…